Integration

    ServiceTitan Integration

    Connect your marketing, lead follow-up, and qualification in WeLevel directly to ServiceTitan without disrupting your operations.

    Get Started

    What This Integration Does

    WeLevel handles the front end of your growth engine: lead capture, instant follow-up, qualification, and nurturing. ServiceTitan handles what it does best: managing customers, dispatching techs, and running your jobs.

    This integration creates a clean, automated handoff between the two systems. No double entry. No missed leads. No confusion about where to look.

    Marketing & Pre-Qualification

    Stay in WeLevel. This is where leads come in, get followed up with, and get qualified before they're ready for dispatch.

    Dispatch & Operations

    Stay in ServiceTitan. Once a lead is qualified and booked, your team picks it up in the system they already use.

    Why It Matters

    A connected system means faster response, cleaner data, and less manual work.

    Faster Response Times

    Qualified leads move into ServiceTitan automatically, reducing delays and manual entry.

    Cleaner Data & Attribution

    Contact details, lead source, and job context stay consistent across systems.

    Better Follow-Up

    WeLevel continues to run reminders, nurturing, and internal tasks before and after ServiceTitan work begins.

    Clear Ownership

    Each team works in the system they already know best. No training required.

    Common Use Cases

    Here's what most ServiceTitan customers do with this integration.

    • Automatically send qualified leads into ServiceTitan
    • Create customers or bookings once an appointment is set
    • Track booking and estimate updates inside WeLevel
    • Keep sales pipelines and contacts in sync without double entry
    • Trigger follow-up sequences when jobs are completed
    • Update lead status when estimates are accepted or declined

    How It Works

    Data flows both ways, automatically.

    WeLevel → ServiceTitan

    When a lead is qualified or booked in WeLevel, customer and job details are passed to ServiceTitan automatically. Your dispatch team sees the new booking without anyone having to copy information over.

    ServiceTitan → WeLevel

    When bookings or estimates change in ServiceTitan, WeLevel updates follow-up sequences, pipelines, and internal tasks. Your marketing team always knows where each lead stands.

    What to Expect for Usage Costs

    This integration uses Zapier to connect WeLevel and ServiceTitan. Here's what that means for your monthly costs.

    Powered by Zapier

    We use Zapier to power this integration. These usage costs are charged by Zapier based on your volume. You'll pay Zapier directly through your own account, not through WeLevel. We'll help you set up your Zapier account during onboarding.

    How usage works

    Each qualified lead or booked appointment typically triggers about 3 background actions (called "tasks" in Zapier):

    • 1
      One action to create or update the customer in ServiceTitan
    • 2
      One action to create or update the booking or lead
    • 3
      One action to update tracking and follow-up in WeLevel

    Small Teams

    Just getting started

    • ~50 qualified leads/month
    • ~150 background actions

    ~$30/month

    Estimated Zapier cost

    Most Common

    Growing Teams

    Scaling operations

    • ~200 qualified leads/month
    • ~800 background actions

    $70–$80/month

    Estimated Zapier cost

    High-Volume

    Enterprise operations

    • 500+ qualified leads/month
    • 2,000+ background actions

    $100+/month

    Estimated Zapier cost

    Most WeLevel clients fall in the $30–$80/month range.

    These are estimates. Actual costs may vary based on your volume. You pay Zapier directly through your own account, and we'll help you set it up during onboarding.

    What WeLevel Handles

    We set this up for you. You don't need to configure anything.

    • Integration design based on your specific workflow
    • Field mapping and data consistency between systems
    • Automation logic and thorough testing
    • Ongoing optimization as your lead volume grows

    No process changes required.

    No extra tools to manage.

    Security & Scale

    Secure Access

    All data transfers are encrypted and authenticated. Your information stays protected.

    Tenant-Specific Controls

    Your data is isolated. Multi-location businesses can manage each location separately.

    Built to Scale

    Designed to grow with you. More leads, more jobs. The integration handles it.

    Ready to connect ServiceTitan to your growth engine?

    Let's talk about how the integration fits your workflow.

    Get Started