ServiceTitan and Referral Factory Integration: A Full Guide

Discover how ServiceTitan and Referral Factory combine to enhance your referral program. Send your new referred leads straight into the ServiceTitan workflows you already use. Qualify the referred contacts that convert automatically!

Are you looking for referral program software that works with ServiceTitan? 

Get your referral program software up and running and integrated with Service Titan in just a few days.

If you already have a Referral Factory account, then keep reading to learn how to set up your ServiceTitan integration 👇

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In this guide👇

 

1. What You Can Do With ServiceTitan and Referral Factory 🚀

2. How to Connect Your ServiceTitan Integration

3. How to Configure Your ServiceTitan Integration

3.1. How to Sync ServiceTitan Contacts With Referral Factory (and Generate Their Referral Links)

3.2. How To Send Referred Users from Referral Factory to ServiceTitan and Automatically Qualify Them When Their Booking Changes to a Job or Job Status Changes

3.3. How to Send Direct Users (The Person Referring) to ServiceTitan When They Sign Up for a Referral Link

4. How To Uninstall Your ServiceTitan Integration From Referral Factory

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1. What You Can Do With ServiceTitan and Referral Factory 🚀

 

👉 Sync your ServiceTitan contacts to generate their referral links.

👉 Send your new referred leads straight into the ServiceTitan workflows you already use. 

👉 Qualify the referred contacts that convert simply by converting a booking into a job or updating a job status. 

👉 Automatically issue rewards to the contacts who refer new business your way.

👉 Generate more high-quality leads 🚀

 

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2. How to Connect Your ServiceTitan Integration

 

 

→ Log into your Referral Factory account. 

→ In the left-hand navigation bar of your Referral Factory dashboard, click the Settings tab and go to Integrations and Pixels section on the top navigation bar.

→ Click Connect under the ServiceTitan logo. 

 

 

 

→ After clicking the Connect button under the ServiceTitan logo, you will see the following pop-up asking for your Tenant ID. 

 

→ To find your Tenant ID:

1. Log into your ServiceTitan account.

2. Go to Settings by clicking the gear icon in the top-right corner.

3. From the left-hand navigation menu, select Integrations > API Application Access.

4. You will see your Tenant ID in the top-right-hand corner of the page.

→ Copy your Tenant ID and return to your Referral Factory dashboard.

→ Insert your Tenant ID value into the Tenant field and click Authorize. 

→ You will see the following pop-up:

→ Wait up to 24 hours for access to the Referral Factory app inside ServiceTitan. To escalate your application for access, please email support@referral-factory.com. 

→ Once your application has been approved, the button underneath the ServiceTitan logo on the Settings tab will change from Pending to Finalise. 

→ Click Finalise.

→ Enter your Client ID, Client Secret, and Booking Provider Value in the pop-up up modal.

→ To find this data:

→ Log into your ServiceTitan account.

→ Go to Settings by clicking the gear icon in the top-right corner.

→ From the left-hand navigation menu, select Integrations > API Application Access.

→ Click the Connect New App button.

→ Select Referral Factory and click Connect.

→ In the next pop-up modal, review the permissions and select a booking provider tag from the dropdown list.

→ Click Allow Access.

→ After connecting Referral Factory as your new app, you will see the following screen that contains all the necessary data to authorize ServiceTitan with Referral Factory:

→ Now, return to your Referal Factory dashboard, insert your ServiceTitan Client ID, Client Secret, and Booking Provider Value, and click Authorize.

→ Success!

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3. How to Configure Your ServiceTitan Integration

Once your ServiceTitan account is connected to Referral Factory, you will need to configure your integration inside your campaign(s). 

 

There are three main functions to configure to use your ServiceTitan integration to its full potential:

👉 Sync your ServiceTitan contacts to generate their referral links.

👉 Send referred leads or people who register as referrers from Referral Factory into ServiceTitan. 

👉 Qualify successful referrals when a property changes in ServiceTitan.

 

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3.1. How to Sync ServiceTitan Contacts With Referral Factory (and Generate Their Referral Links)

 

You can sync your ServiceTitan contacts from three places in the Referral Factory dashboard:

 

👉 Option 1: From the Users tab.

→ Click Add Users.

→ Click Sync Your CRM Contacts.

👉 Option 2: From the Campaigns tab.

→ Click Sync Your Contacts.

👉 From the Promote Your Campaign section inside the campaign builder in the bottom tab bar.

→ Click Generate referral links for your contacts by syncing them.

→ Map the property fields from ServiceTitan to the relevant data fields in Referral Factory. You must map the First Name and Email fields. 

→ Click Next. 

→ Due to limitations in ServiceTitan's API, we are currently unable to sync referral links generated back into ServiceTitan as a custom field. You can, however, access all your contacts' referral links from the Users tab in your Referral Factory dashboard.

→ Click Next. 

→ 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.

→ Success!

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3.2. How To Send Referred Users from Referral Factory to ServiceTitan and Automatically Qualify Them When Their Booking Changes to a Job or Job Status Changes

 

Referral Factory can automatically create a new booking in ServiceTitan when someone signs up using their friend's referral link AND track if their booking changes into a job or if their job status changes in ServiceTitan to automatically qualify them (i.e., mark them as a successful or converted referral), which, in turn, could trigger a reward to the person who referred them. 

 

This function must be configured from inside the campaign builder. 

→ Click Edit Campaign to enter the campaign builder. 

→ Navigate to the Integrations tab in the bottom tab bar. 

→ Go to the section titled Person Invited (send referred users into ServiceTitan, and auto-qualify them when they convert). 

→ From the dropdown menu, select the method you want to use to qualify. You can qualify when a booking becomes a job or when a booking becomes a job AND reaches any job status. 

👉 If you choose to qualify when booking becomes a job and reaches any status, set what the job status will change to when you consider the referral as converted or successful. For example, “Completed".

 

→ Next, map the data fields from Referral Factory to ServiceTitan using the dropdown select options. These options will pull directly from your ServiceTitan account. 

→ You also have the option to define default fields for when the contact is created inside ServiceTitan. 

→ Finally, you have the option to attach information about the person who made the referral. Remember that you may need to create custom fields inside ServiceTitan to house this data. 

 

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3.3. How to Send Direct Users (the Person Referring) to ServiceTitan When They Sign Up for a Referral Link

 

If you have a use case for this function, Referral Factory can also create a booking in ServiceTitan when someone signs up for a referral link via the campaign join link as a direct user or a Person Referring. 

This function must be configured from inside the campaign builder. 

→ Click Edit Campaign to enter the campaign builder. 

→ Navigate to the Integrations tab in the bottom tab bar. 

 

 

→ Go to the section titled Person Referring (send direct users into ServiceTitan). 

→ Next, map the data fields from Referral Factory to ServiceTitan using the dropdown select options. These options will be pulled directly from your ServiceTitan account. 

 

→ You also have the option to define default fields for when the contact is created inside ServiceTitan. 

→ When done, click Save.

 

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4. How To Uninstall Your ServiceTitan Integration From Referral Factory

 

→ Navigate to the Settings tab and ensure you're in the Integrations and Pixels section in the top navigation bar.
→ Under the ServiceTitan logo, select Disconnect.