The Home Depot Home Services Leads Integration

Overview

Use this Leads Integration to manage online booking requests you receive from The Home Depot Home Services Program directly in ServiceTitan. This helps you efficiently track prospective customer data so you can convert those Leads into jobs.

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.

• Setup for this leads integration is not available in Enterprise Hub accounts.

Set up the The Home Depot Home Services Leads Integration

Complete the following steps to ensure The Home Depot Home Services Leads Integration is appropriately set up for all accounts and locations with 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/the-home-depot.

2. On the page that opens, click Get Started.

3. 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

4. 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

To review and accept the authorization form:

1. Go to the top toolbar and click Settings .

2. In the side panel, click Integrations > Marketing Integrations.

3. On the Marketing Integrations screen that opens, click Configure next to The Home Depot Home Services Leads Integration. 

4. On the setup screen that opens, go to the API Data Authorization section and read through the authorization form. When finished, select that you've read the terms and click Agree. 

   Tip: Click Download PDF to download the agreement for future reference. Another way to view the agreement in the future is to click More from The Home Depot Leads Integration screen and select View Agreement.

5. When finished, click Close.

Note: Only Administrators and Owners can accept the authorization form.

Step 3: Authorize the integration

After you accept the Authorization Form, connect your Home Depot account to ServiceTitan. You're prompted to log in and permit the connection from The Home Depot Integration screen.

To authorize The Home Depot Home Services Leads Integration:

1. Click Sign in with The Home Depot. 

2. In The Home Depot account login window, enter the information to log in.

3. When finished, click Continue.

4. Go back to ServiceTitan to finish pairing.

   Note: After you connect your account with The Home Depot, you'll get information from The Home Depot 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 us communicate efficiently with The Home Depot to receive and post the correct Leads on your Booking screen. 

   • If you don't have profiles set up, or if you have more than one account, select the BUs you want to associate with the account.

6. (Optional) Click Add Account to create another account. 

7. When finished, click Save. This takes you to Step 3: Map Job Types.

Step 4: Map job types to business units

After authorizing The Home Depot Home Services Leads Integration, configure the Integration by setting the default Job Type mapping. This helps you save time when you begin using the Integration. Additionally, mapping job types helps us receive and post the leads correctly for you on the Call Booking screen and Dispatch Board.

Under each vertical that applies to your business (HVAC, Plumbing, Electrical, and more), map your job types to ServiceTitan standard job types. Then, use the business units (BUs) that service these job types.

After this step is completed, The Home Depot Home Services Leads Integration launches and you begin receiving Leads.

Note: You need to do this once and the job type mapping is leveraged for future integrations as well. If you already completed mapping your job types to the standard job types, you don't need to do this again. For example, if you're already using the Google Local Services Integration, you don't need to complete this step as you have already completed it.

To map job types to business units:

1. Go to the top toolbar and click Settings .

2. In the side panel, click Integrations > Marketing Integrations.

3. Click Configure next to The Home Depot Home Services Leads Integration.

4. On The Home Depot Integration screen that opens, click Job Types.

5. On the Job Types pop-up that opens, click Go To Job Type Mapping to go and map job types. 

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.

7. When finished, click Save Changes.

8. Click Return to Integration Setup. On The Home Depot Integration screen, you can find the job types and the BUs that are part of this Leads Integration.

9. Review the job type mapping. When finished, click Finish to complete the integration 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 .

2. In the side panel, click Integrations > Marketing Integrations.

3. Click Configure next to The Home Depot Home Services Leads Integration. 

4. On The Home Depot Integration screen, click Job Types.

5. All Job Types are active by default. If you want to disable a job type, click the Enabled toggle. 

6. When finished, click Save. The Home Depot Home Services Leads Integration is set up and ready to receive booking requests in ServiceTitan.

Note: You can disable The Home Depot Home Services Leads Integration temporarily by turning off the Enabled toggle.

Tip: To resume configuration at any stage, click Finish Editing next to The Home Depot Home Services Leads Integration.

Edit integration with The Home Depot

1. Go to the top toolbar and click Settings .

2. In the side panel, go to Integrations > Marketing Integrations.

3. Click Edit next to the integration you want to update. 

4. Edit integration details as needed.

5. When finished, click Save.

Book a job from a Lead

You can book a job for a Lead you received online from the Home Depot webpage or in-store through the Home Depot Call center from the Calls screen:

1. Go to the navigation bar and click Calls .

2. In the side menu, click Bookings.

3. Select the Lead you want to book.

   Note: On the Lead booking card, you can view the customer's contact information, Leads submitted and scheduled dates, extra details provided by The Home Depot, and the Leads' Integration and logo.

   

4. Review Lead details and click Accept.

5. Enter job details to complete booking the job.

   Note: The marketing campaign The Home Depot is selected by default.

Alerts

Service providers for The Home Depot can set up Alerts to get an email when a booking is received, dismissed, and so on.

Alerts in ServiceTitan are used to notify office employees and technicians when changes occur.

Note: For additional details, see Use alerts.

Want to learn more?

• See Map Job Types

• See Manage bookings

• See Use alerts

• See Trane and American Standard Phone Call Leads integration