Service Titan Knowledge Base

FlowPath Leads IntegrationLast updated on 12/06/2022

Use Leads Integration to manage booking requests you receive directly from FlowPath in ServiceTitan.


Things to know

  • Setup is required to integrate your leads from FlowPath into ServiceTitan.

  • Only users with Administrator or Owner roles in ServiceTitan can accept the data agreement to set up the integration.

  • If a Standard Job Type has multiple Custom Job types and/or Business Units mappings, the Job Type and business units will not pre-populate in the lead.

  • When setting up your FlowPath account you will be prompted to select a list of Service Categories that will appear on their site. Note: You need to update Service Categories if you wish to add or remove your list of services.


Integration with FlowPath

As a FlowPath vendor, you need to complete the following steps to ensure the integration setup for all accounts or locations with your ServiceTitan account.

  • Step 1: Accept the authorization form

  • Step 2: Authorize the FlowPath integration

  • Step 3: Map job types to business units

  • Step 4: Map job types in Marketing Integrations

Step 1: Accept the authorization form

You must review and accept the terms of the Authorization Form in ServiceTitan. With FlowPath leads integration, providers can view the Authorization Form. Note: Only administrators and owners can accept the authorization form.

To accept the authorization form:

  1. Go to the navigation bar and click Settings settings.png.

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

  3. Click Configure next to the FlowPath integration.

  4. On the Data Agreement page that opens, read through the authorization form. When you’re 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 More_icon from the FlowPath integration page and select View Agreement.

Step 2: Authorize the FlowPath integration

After you accept the Authorization Form, connect the FlowPath account to ServiceTitan. You’re prompted to log in and permit the connection from the FlowPath integration page.

To authorize the FlowPath integration:

  1. Click Sign in with FlowPath.

  2. In the FlowPath account login window, enter the information to log in.

  3. When you’re finished, click Continue.

  4. Go back to ServiceTitan to finish pairing.

  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 FlowPath to receive and post the correct leads on your booking screen.

    • 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 create another account.

  7. When you’re finished, click Save. This takes you to step 3 to map job types.

Step 3: Map job types to business units

After authorizing the FlowPath integration, configure the integration by setting the default job type mapping. This helps you save time once you begin using the integration. Additionally, mapping job types helps us receive and post the leads correctly for you on the booking screen and dispatch.

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

After this step is completed, the FlowPath integration launches and you begin receiving leads from the marketing vendor.

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

To map job types to business units:

  1. Go to the navigation bar and click Settings settings.png.

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

  3. Click Configure next to the FlowPath integration. The FlowPath integration page opens.

  4. Click Job Types. The Job Types window opens.

  5. Click Go To Job Type Mapping to go and map job types.

  6. On the Job Type Mapping page that opens, map the Standard Job Types to your job types and business units. For more information, see Map Job Types.

  7. When you’re finished, click Save Changes.

  8. Click Return to Integration Setup. On the FlowPath integration page, you can find the job types and the BUs that are part of the leads integration.

  9. Review the job type mapping. When you’re finished, click Finish to complete the integration setup.

Step 4: Map job types in Marketing Integrations

To enable or disable job types configured in global Job Type Mapping:

  1. Go to the navigation bar and click Settings settings.png> Integrations > Marketing Integrations.

  2. Click Configure next to the FlowPath integration.

  3. On the FlowPath integration page, click Job Types.

  4. Select the trade you want to disable any of its standard job types, and turn off the Enabled toggle if you want to disable the job type. Note: The Enabled toggle is active by default.

  5. When you’re finished, click Save. Your FlowPath integration is set up and ready to receive booking requests in ServiceTitan.

Note: You can disable the FlowPath integration temporarily by turning off the Enabled toggle.

Tips:You can resume configuration at any stage by clicking Finish Editing next to the FlowPath integration.


Edit integration with FlowPath

  1. Go to the navigation bar and click Settings settings.png . In the side panel, click Integrations > Marketing Integrations.

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

  3. Edit your content as needed. When you’re finished, click Save.


Book a job from a lead

You can book a job for a lead you’ve received through a website only from the Calls screen:

  1. Go to the navigation bar and click Calls, then click Bookings. The Bookings window opens.

  2. Select the lead you want to book. Note: On the booking card you can view the customer’s contact information, leads submitted and scheduled dates, extra details provided by FlowPath, and the leads’ integration and logo.

  3. Review lead details and click Accept.

  4. Enter job details to complete booking the job. Note:The marketing campaign “FlowPath” is selected by default.

Web leads will no longer appear in Dispatch, as these leads no longer need to be dispositioned. This means an email will no longer be sent from Dispatch as well. Please refer to the Alerts section below.

Leads integrated through a phone call appear directly on the Dispatch board. To access these leads, we recommend you go to the Dispatch board and continue to accept or decline these leads so that FlowPath can continue measuring the lead quality.


Alerts

Flowpath vendors can set up Alerts to get an email when a booking is received, dismissed, and more.

Alerts in ServiceTitan can be used to notify office employees and technicians when important changes occur. Use alerts to ensure that your entire staff stays on track and up-to-date.

Note: For additional details, see the Use alerts topic in the Knowledge Base.


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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.