Angi Leads Integration

Overview

Use the Angi Leads Integration to manage online booking requests you receive from Angi directly in ServiceTitan. This helps you efficiently track prospective customer data so you can convert those Leads into jobs. For more, see Angi Leads Integration FAQ.

Things to know

• After you set up the integration, Angi Leads flow in with your other online bookings on the ServiceTitan Booking screen.

• Leads: Most Angi Leads are customers looking to be matched with contractors. Angi charges a fee when they send you a Lead, and Lead fees vary by project type and location. These Leads are not guaranteed jobs. Rather, it is up to the contractor to win the job by contacting the homeowner.

• Pros are what Angi calls contractors (formerly HomeAdvisor Pro).

• 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 Angi Leads Integration

As an Angi Pro, complete the following steps to ensure the Angi Leads Integration is properly set up 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/angi

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

After you've requested the Angi Leads Integration here and it's been added to your account, you're ready to start setting it up. The first step is to accept the authorization form.

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

1. Go to the top toolbar and click Settings .

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

3. On the Marketing Integrations screen that opens, click Configure next to the Angi Leads Integration. 

4. On the setup screen that opens, read through the terms.

5. When finished, select that you've read the terms, then 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 Angi Leads Integration screen and click View Agreement.

   

6. When finished, click Close.

Step 3: Authorize the integration

After you accept the authorization form, connect your Angi account to ServiceTitan. You're prompted to sign in and permit the connection on the Angi Leads Integration screen:

1. Click Sign in with Angi. 

2. On the window that opens, sign in to your Angi account. 

3. After connecting your Angi account to ServiceTitan, click Continue.

4. Go back to ServiceTitan to finish pairing.

   Note: After you connect your ServiceTitan account with Angi, you receive information from Angi 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 Angi 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 connect another account. 

7. When finished, click Save.

Step 4: Map job types to business units

After authorizing the Angi Leads 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 ServiceTitan 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 complete, the Angi Leads Integration launches and you begin receiving Leads.

Note: You only need to do this once and the job type mapping is leveraged for future integrations as well. If you already mapped 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've already completed it.

To map job types to business units:

1. Go to the top toolbar and click Settings .

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

3. Click Configure next to the Angi Leads Integration.

4. On the Angi Leads Integration screen that opens, click Job Types.

5. On the Job Types pop-up that opens, click Go To Job Type Mapping. 

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.

9. On the Angi Leads Integration screen that opens, you can find the job types and the BUs that are part of the Leads Integration. Review the job type mapping.

10. When finished, click Finish.

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 Angi Leads Integration. 

4. On the Angi Leads Integration screen that opens, click Job Types.

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

6. When finished, click Save. Your Angi Leads Integration is now set up and ready to receive booking requests in ServiceTitan.

   Note: You can disable the Angi Leads Integration temporarily by turning off the Enabled toggle.

   Tip: To resume configuration at any stage, click Finish Editing next to the Angi Leads Integration.

   

Edit your Angi Leads Integration

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 Angi Leads Integration. 

4. Edit integration details as needed.

5. When finished, click Save.

Book a job from an Angi Lead

1. Go to the navigation bar and click Calls .

2. In the side menu, click Bookings.

3. On the Bookings screen that opens, 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 Angi, and the Leads Integration and logo.

   

4. Review Lead details, then click Accept.

5. Enter any job details and finish booking the job.

   Note: The Angi marketing campaign is selected by default.

Angi booking alerts

Angi Pros can set up alerts to get an email when a booking is received, dismissed, and so on.

Booking alerts in ServiceTitan can be used to notify office employees and technicians when important changes occur.

For more, 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