This guide will show you step by step how to successfully sync your ServiceTitan contacts with your referral program.
Step 1: Start Your Sync in Referral Factory
You can sync your ServiceTitan contacts from two places in Referral Factory:
From the Promote section inside the campaign builder → Click Generate referral links for your contacts by syncing them.
From the Users Tab → Click Add Users → Click Sync Your CRM Contacts.
Step 2: Map Your Fields From ServiceTitan To Referral Factory
→ Map the data fields from ServiceTitan to the relevant data fields in Referral Factory.
→ Click Next.
📌 Due to limitations with ServiceTitan’s API, we currently cannot sync referral links back into your CRM. Once you sync your ServiceTitan customers you will find them all in your ‘Users’ tab, and each will have a unique referral link.
Step 3: Confirm (With The Option To Sync Ongoing)
→ In the final step, you have the option to make the sync function on an ongoing basis. Use the toggle to make the sync ongoing.
→ Click Start Sync.
❗️Contacts that you sync will not be automatically notified or sent their referral link, even if your email notification for the person referring is switched on. If you would like to notify them, please use your own marketing channels or Referral Factory's once-off email feature.
❗️This is not a two-way sync. In other words, direct users who sign up for a referral link via the Pages for the Person Referring will not be automatically added to ServiceTitan. Should you wish to set up this function, you can do so on the Integrations step of the Campaign Builder by scrolling down to the section titled Person Referring (send direct users into ServiceTitan).
Frequently Asked Questions
How long does it take to sync ServiceTitan contacts?
This depends on the number of contacts you’ve synced and how busy the platform is at the time of your sync. Please note that for lists of over 1000 contacts, your sync can take up to 12 hours.
How do you stop an ongoing sync?
→ From the Campaigns Tab, click Edit Campaign to enter the campaign builder.
→ If you have an active, ongoing sync, you should see a green toggle underneath the block titled “Generate referral links for your contacts by syncing them” in the Promote section.
→ Click this toggle to stop the ongoing sync.
