--- title: "Leads Integrations overview" slug: "leads-integrations-overview" updated: 2026-10-15T00:54:39Z published: 2026-10-15T00:54:39Z canonical: "help.servicetitan.com/leads-integrations-overview" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Leads Integrations overview ## Overview Use Leads Integrations to streamline [online booking requests](/construction/docs/manage-bookings) you receive on the ServiceTitan *Call Booking* screen from various sources. With Leads Integrations, you can: - Receive Leads directly in ServiceTitan, which reduces time spent on data entry and potential errors - Efficiently track prospective customer data so you can convert those Leads into jobs. - Communicate specific lists of job types and availability to Lead sources, saving your office and customers time coordinating appointments --- ### #### Who uses this feature - Administrators, Customer Service Representatives (CSRs), Marketing Managers, Operations Managers, and Project Managers. #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - Only *Administrator* or *Owner* roles in ServiceTitan can accept the data agreement and set up the integration. - If a standard job type has multiple custom job types or business unit mappings, the job type and business units won't pre-populate in the Lead. - If the prospective customer didn't mention a preferred date for the visit, the contractor needs to contact them to schedule a date and time. ## Available Leads Integrations in ServiceTitan The following Leads Integrations are available for you to set up in ServiceTitan: - [Angi](/v1/docs/angi-leads-integration) - [Building36](/v1/docs/building36-leads-integration) - [FlowPath](/v1/docs/flowpath-leads-integration) - [SmartAC.com](/construction/docs/smartac-com-leads-integration) - [The Home Depot](/v1/docs/the-home-depot-home-services-leads-integration) - [Trane / American Standard](/v1/docs/trane-american-standard-leads-integration) - [Thumbtack](/v1/docs/thumbtack-leads-integration) - [Reserve with Google](/construction/docs/reserve-with-google-booking-integration-and-scheduling-pro) ## Set up a Leads Integration Before you can start receiving Leads from available sources in ServiceTitan, complete the following steps to ensure each integration is properly set up in your ServiceTitan account: - Step 1: Request the integration - Step 2: Review and accept the authorization form - Step 3: Authorize the integration - Step 4: Map job types to business units - Step 5: Map job types in Marketing Integrations ### Step 1: Request the integration To get the integration added to your ServiceTitan account, send our integrations team a request: 1. Go to [https://marketplace.servicetitan.com/partner](https://marketplace.servicetitan.com/partner) 2. Search for and select the integration you want to request. 3. On the page that opens, click **Get Started**. 4. On the *Learn More* pop-up that opens, enter the following details: - **Name** - **Company** - **Email** - **Phone Number** - **Number of employees** - Whether you're an existing ServiceTitan customer: **Yes** or **No** - Any additional questions you might have 5. When finished, click **Agree and Submit**. After you submit your request, a specialist from our integrations team will email you when the integration is ready to be set up in your account. ### Step 2: Review and accept the authorization form > [!NOTE] > **Note:** Only Administrators and Owners can view and accept the authorization form. 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D). 2. In the side panel, go to **Integrations > Marketing Integrations**. 3. Click **Configure** next to the integration you want to accept the authorization form for. ![User interface showing partner integration options with a configure button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-integrations-overview-image-kjhio39k.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) 4. On the screen that opens, read through the terms. 5. When finished, select that you've read the terms, then click **Agree**. ![User confirms agreement by checking the box in the ServiceTitan data authorization form.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-integrations-overview-image-r1bt692q.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) > [!TIP] > **Tip:** Click **Download PDF** to download the agreement for future reference. Another way to view the agreement in the future is to click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) from the integration screen and select **View Agreement**. ### Step 3: Authorize the integration After you accept the authorization form, connect your Lead source account to ServiceTitan. You're prompted to sign in and permit the connection from the integration screen: 1. Click **Sign in with [Lead source name]**. ![Authorization screen for connecting ServiceTitan with a new partner integration.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-integrations-overview-image-lqcv4mp0.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) 2. On the window that opens, sign in to your Lead source account. 3. When finished, click **Continue**. 4. Go back to ServiceTitan to finish pairing. > [!NOTE] > **Note:** After you connect your ServiceTitan account with your Lead source, you receive information from your Lead source about the accounts and profiles included in the integration. 5. After your account is connected, you can assign business units (BUs) to this account: - If you have profiles set up, select BUs for each profile. This helps ServiceTitan communicate efficiently with the Lead source to receive and post the correct Leads on your *Call Booking* screen. ![User selects plumbing options in a dropdown menu for business unit settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-integrations-overview-image-ghj8w04o.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) - If you don't have profiles set up or you have more than one account, select the BUs you want to associate with the account. 6. (Optional) Click **Add Account** to connect another account. Repeat the previous steps. ![User interface showing account management options for plumbing services with an add account button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-integrations-overview-image-gz20imux.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) 7. When finished, click **Save**. ### Step 4: Map job types to business units After authorizing the integration, configure it by setting the default job type mapping. This saves you time when you begin using the integration. Additionally, mapping job types helps us receive and post Leads correctly for you on the *Call Booking* screen. Under each vertical that applies to your business (HVAC, Plumbing, Electrical, and more), map your job types to ServiceTitan standard job types. Then, apply the BUs that will service these job types. After this step is complete, the integration launches and you begin receiving Leads from the marketing source. > [!NOTE] > **Note:** You only need to do this once and the job type mapping will be leveraged for future integrations. If you already mapped your job types to the standard job types, you won't need to do this again. For example, if you're already using the Google Local Services Integration, you won't need to complete this step as you've already completed it. To map job types to business units: 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D). 2. In the side panel, go to **Integrations > Marketing Integrations**. 3. Click **Configure** next to the integration you want to work with. 4. On the integration screen that opens, click **Job Types.** 5. On the *Job Types* window that opens, click **Go To Job Type Mapping**. ![Instructions for mapping job types in ServiceTitan integration setup process.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-integrations-overview-image-in4pwsn1.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) 6. On the *Job Type Mapping* screen that opens, map the Standard Job Types to your job types and business units. For more, see [Map Job Types](/construction/docs/map-job-types). 7. When finished, click **Save Changes**. 8. Click **Return to Integration Setup**. 9. On the integration screen that opens, you can find the job types and the BUs that are part of the Leads Integration. 10. Review the job type mapping. 11. When finished, click **Finish** to complete the setup. ### Step 5: Map job types in Marketing Integrations To enable or disable job types configured in global Job Type Mapping: 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D). 2. In the side panel, go to **Integrations > Marketing Integrations**. 3. Click **Configure** next to the integration you want to work with. ![Configuration options for Partner Integration with an edit toggle and configure button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-integrations-overview-image-1pufr08n.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) 4. On the integration screen that opens, click **Job Types**. 5. Select the trade for which you want to disable standard job types, then turn off the **Enabled** toggle. > [!NOTE] > **Note:** The Enabled toggle is on by default. ![Job types for plumbing integration with warnings for incomplete mappings displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-integrations-overview-image-395vbq85.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) 6. When finished, click **Save**. Your integration is set up and ready to receive booking requests in ServiceTitan. > [!NOTE] > **Note:** You can disable the Lead Integration temporarily by turning off the Enabled toggle. ![Global Plumbing Service dashboard showing enabled settings and account connections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-integrations-overview-image-fn84nill.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) > [!TIP] > **Tip:** You can resume configuration at any stage by clicking **Finish Editing** next to the integration. ![User interface showing partner integration with a button to finish editing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-integrations-overview-image-pdbs9kul.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) ## Edit a Leads Integration 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D). 2. In the side panel, go to **Integrations > Marketing Integrations**. 3. Click **Edit** next to the integration you want to update. ![User interface showing partner integration with an edit option for booking requests.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-integrations-overview-image-h3b4w0s3.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) 4. Make any needed changes. 5. When finished, click **Save**. ## Book a job from a Lead 1. Go to the navigation bar and click **Calls** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-local-phone.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D). 2. In the side menu, click **Bookings.** 3. On the *Bookings* screen that opens, select the Lead you want to book. > [!NOTE] > **Note:** On the booking card, you can view the customer's contact information, Leads submitted and scheduled dates, extra details provided by the unique partner, and the Leads Integration and logo. ![List of bookings with details for Christine Paucek and Bertram Jakubowski.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-integrations-overview-image-ezwemn7j.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) 4. Review the Lead details then click **Accept**. 5. [Enter any job details](/construction/docs/enter-job-details), select the marketing campaign, and finish [booking the job](/construction/docs/book-a-job). ## Real-Time Availability (RTA) ServiceTitan shares your Real-time availability with the Lead source website to provide an accurate booking experience to potential customers. The Real-Time Availability calculation is based on your capacity. This feature is enabled by default if your Lead source provides Real-Time Availability on their website. ## Booking alerts You can set up [alerts](/v1/docs/use-alerts) to get an email when a booking is received, dismissed, and more. Booking alerts in ServiceTitan can be used to notify office employees and technicians when important changes occur. Use booking alerts to ensure that your entire staff stays on track and up-to-date. ![Interface for adding an alert with options for type, delivery method, and recipients.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-integrations-overview-image-ughqraft.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) For more, see [Use alerts](/v1/docs/use-alerts). ## Want to learn more? - See [Map Job Types](/construction/docs/map-job-types) - See [Manage bookings](/construction/docs/manage-bookings) - See [Use alerts](/v1/docs/use-alerts) - See [Trane and American Standard Phone call leads integration](/v1/docs/trane-and-american-standard-phone-call-leads-integration) The process of how ServiceTitan connects directly to the supplier and validates user accounts. [Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Used to retrieve up-to-date quantity levels at that specific time from the supplier. Only triggered when the purchase order is created. [Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A customer calls in who intends to hire someone (the lasts over 60 seconds). This is a call lead. What this triggers in ServiceTitan The call is classified as a lead. On the dashboard, the call lead appears as a Lead under Call Metrics. [Learn more →](https://help.servicetitan.com/docs/understanding-calls-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)