CallRail’s integration with ServiceTitan connects our call tracking functionality with ServiceTitan’s Marketing Pro platform. With this integration, customers’ inbound phone calls tracked in CallRail are sent to ServiceTitan and will match with either existing contacts, or automatically create new contacts to match with. These calls and contacts will be populated with information about their marketing source, medium, campaign, and even keywords. By having this information fed into ServiceTitan Marketing Pro, you can leverage customer data to book more jobs with higher customer spend.
Getting Started
To use our integration with ServiceTitan you must have:
- Call tracking enabled on your account.
- A website pool enabled on your account that is set to forward to a ServiceTitan tracking number.
- A ServiceTitan Marketing Pro account.
You will need to have your ServiceTitan Tenant ID, Client ID, and Secret. These can be obtained from ServiceTitan by navigating to Settings > Integrations > API Application Access.
Integrating with ServiceTitan
- Click the Settings icon on the left navigation bar.
- Choose the company you'd like to integrate with ServiceTitan.
- Click Integrations at the top of the page.
- Select ServiceTitan.
- Enter your ServiceTitan account Tenant ID, then select Authorize.
- An email will be sent to you with your authorization request.
- A second email will be sent once your account has been authorized with ServiceTitan. This email may take up to 24 hours to arrive in your inbox.
- Once you receive this email, return to your integration page in CallRail.
- Enter your ServiceTitan Client ID and Client Secret. These are generated from ServiceTitan via Manage API Application Access -> Connect New App, selecting CallRail.
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Select Activate.
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The CallRail website pool’s “Forward Calls To” number should be configured to be a ServiceTitan tracking number (which is in turn configured to forward to your preferred final destination). You can either create a specific ServiceTitan tracking number for this integration or use an existing one.
A list of your ServiceTitan tracking numbers in the Settings page: Phone > Phone Numbers.
CallRail’s “Forward Calls To” destination number can be found in the Numbers page where a website pool is present.
- Upon integration activation, calls will appear in ServiceTitan’s Calls page.
How CallRail sends data to ServiceTitan
ServiceTitan will receive call details and attribution data via ServiceTitan’s ExternalCallAttributions API endpoint. Upon integration activation, calls will appear in ServiceTitan’s calls page, replacing the ServiceTitan number and attribution data.
CallRail will push the following data fields to ServiceTitan:
- Web Session Data (based on Last Touch):
- landingPageUrl
- referrerUrl
- gclid
- fbclid
- msclkid
- utmSource
- utmMedium
- utmCampaign
- utmAdgroup
- utmTerm
- utmContent
- googleAnalyticsClientId
- External Call Data:
- customerPhoneNumber
- forwardingPhoneNumber
- trackingPhoneNumber
- callStartedOnUtc
Please note: In order to get full attribution data (campaign, medium, keyword, etc.) sent for your calls from visitors via pay-per-click (PPC) ads, you will need to set up our optimized tracking template in Google Ads/Microsoft Ads.