Quick Answer

LeadTruffle connects to ServiceTitan through a customer-specific private app. Once you paste in your tenant credentials, every qualified lead from your website widget, missed-call text-back, or AI voice agent flows into ServiceTitan as either a Customer + Location or a Lead record. The AI can also book real appointment slots into your ServiceTitan dispatch board, and our nightly invoice matching closes the loop by tying booked revenue back to the original lead. The integration supports tenant-scoped and provider-scoped booking, strict deduplication, fallback addresses, and tag-based provider routing for shops that need finer control.

If you run a home service business on ServiceTitan, the biggest gap is usually the front of the funnel. ServiceTitan is great at dispatching, invoicing, and reporting on jobs you already have on the board. It is not designed to chase a fresh website lead at 9pm or text back the missed call your CSR did not get to. That is the part LeadTruffle covers, and the integration makes sure none of those qualified leads ever live in a silo.

What the LeadTruffle ServiceTitan Integration Does

LeadTruffle captures leads from several channels and runs an AI agent that qualifies them by SMS, voice, or email. When the conversation finishes (or hits the right milestone), we push the data to your ServiceTitan tenant in one of two flows you choose:

Customer / Location flow. We create or reuse the customer record and attach a service location. This is the most common setup for shops that book directly to the dispatch board.
Lead flow. We create a CRM Lead inside ServiceTitan, either through the simple lead form API or the advanced CRM lead API. Useful if your call center or sales team triages leads before they become customers.

You toggle between these in the integration settings, and you can switch later without losing any history.

Channels that flow into ServiceTitan

The same integration handles every LeadTruffle source, so you do not need a separate setup per channel:

Website texting widget (the chat bubble on your site)
Popup and embedded forms
Missed-call text-back
AI voice agent for after-hours and overflow calls
Third-party leads from Yelp, Thumbtack, Angi, and Google LSA
Email qualification from your LeadTruffle email gateway

Whichever way the lead arrives, the AI runs the qualification, and the structured data lands in ServiceTitan with the contact details, service address, and a transcript.

AI Booking Into Your ServiceTitan Dispatch Board

For shops that want the AI to schedule the job directly, the integration supports exact-slot booking. The AI agent sees real availability from ServiceTitan and offers the customer a time the dispatch board can actually fulfill.

There are two booking modes depending on how your private app is configured:

Tenant-scoped booking. The AI books against the tenant’s general availability with the business unit and job type defaults you set.
Provider-scoped booking. Booking respects per-provider scopes. You can route to a specific provider by tag, which is helpful for franchises or multi-trade shops where different teams handle different work types.

You can also gate booking behind required fields. If you only want the AI to book once it has confirmed an email, phone, and address, the agent will keep collecting those before offering any time slots. There is an availability preview tool inside the LeadTruffle settings panel so you can sanity check what slots ServiceTitan is returning before you turn AI booking on.

Invoice Matching for Revenue Attribution

This is one of the more useful parts of the integration if you care about ROI per lead source. LeadTruffle runs a nightly job that pulls invoices from ServiceTitan and attempts to match them back to the original lead by phone, email, and address.

When a match is found, the lead in LeadTruffle is marked as won, and the invoice amount is attached. That means your reporting can show:

Which lead sources produced actual paying jobs
The revenue tied to each AI-qualified conversation
Conversion rates by channel (chat widget vs missed call vs AI voice vs Yelp/Thumbtack/Angi)

For a deeper look at attribution across channels, the UTM tracking and CRM attribution guide walks through how this data flows end-to-end.

Setting Up the Integration

ServiceTitan uses a customer-specific private app rather than a marketplace install, which is why setup looks a little different from our Jobber integration or Housecall Pro integration. The good news is you only do this once.

Step 1: Create a Private App in ServiceTitan

In your ServiceTitan tenant, go to the developer portal and create a new private app for LeadTruffle. You will need the following permission scopes:

CRM customer + location read/write
CRM lead read/write (only required if you plan to use the Lead sync flow)
CRM bookings read/write (required for AI booking)
Settings read access
Accounting invoice read access (optional, but required if you want revenue attribution)

ServiceTitan will issue you a tenant ID, an app key, a client ID, and a client secret. Hold onto these for the next step.

Step 2: Connect Inside LeadTruffle

Log into LeadTruffle and open External Integrations.
Find ServiceTitan and click Configure.
Paste your tenant ID, app key, client ID, and client secret.
Choose the environment (production or integration sandbox).
Pick your sync target (Customer/Location or Lead).
Save and run a test sync.

Step 3: Decide on Sync Behavior

The integration ships with sensible defaults, but there are a few toggles worth thinking about up front:

Strict syncing mode. Skips creating a record if ServiceTitan already has a partial match by name, phone, email, or address. Good if you have a large existing customer database and want to avoid duplicates at all costs.
Do not perform updates on partial match. Similar safety net. Only creates fresh records when there is no near-match in ServiceTitan.
Fallback address for customer sync. ServiceTitan requires an address on customer records. If a lead has not provided one yet, you can set a placeholder so the customer is still created and a real address gets filled in later.
Tag IDs. You can specify customer tag IDs and location tag IDs that get attached to every synced record, which makes it easy to filter LeadTruffle-sourced leads inside ServiceTitan reports.

Step 4: Turn On AI Booking (Optional)

If you want the AI agent to book real slots into ServiceTitan:

Toggle on Allow Scheduling and Allow AI to Book Jobs.
Set default business unit and job type IDs for the bookings.
Configure the availability window (days ahead, slot duration, minimum notice).
Use the availability preview to confirm ServiceTitan is returning the slots you expect.
Optionally require email, phone, or address before the AI is allowed to offer a slot.

What Gets Synced to ServiceTitan

For each qualified lead, the integration sends the structured data the AI collected plus the conversation context. This includes:

Name, phone, and email
Service address (or fallback, if configured)
Service type and the specific request
Urgency or preferred timeline
Notes or special requirements the AI captured
Lead source attribution (chat widget, missed call, AI voice, Yelp, Thumbtack, Angi, Google LSA)
UTM parameters and click IDs from the original web visit
A summary of the AI conversation so your CSRs are not starting from scratch

If you turned on AI booking, the appointment is created on the ServiceTitan dispatch board with the business unit, job type, and time slot from the conversation.

Plan Requirements

LeadTruffle Plans

The ServiceTitan integration is available on all paid LeadTruffle plans (Basic, Pro, and Expert). For most ServiceTitan shops we recommend Expert because it includes the custom 10DLC phone number, which gives you a dedicated business number for outbound texting and unlocks manual takeover in the inbox.

ServiceTitan Side

You need a ServiceTitan tenant with API access enabled. ServiceTitan does not publish public pricing, so check with your account rep about adding the API integration package if it is not already on your contract.

Common Setups by Trade

The integration is industry-agnostic, but a few patterns come up often:

HVAC. Customer + Location flow with AI booking enabled. The AI handles after-hours emergency calls and books same-day or next-day slots into the dispatch board. See the HVAC lead generation guide for context on how this fits into a broader marketing setup.
Plumbing. Same as HVAC, with a heavier focus on missed-call text-back since plumbing leads call instead of fill out forms.
Electrical. Customer + Location flow, often without AI booking, since most electrical jobs require a manual estimate appointment first.
Multi-trade or franchise. Lead flow with provider-scoped booking and tag-based routing, so each business unit only sees the leads that belong to it.

Troubleshooting and Logs

Every sync attempt is logged inside LeadTruffle at Integration Logs. You can see the full payload sent to ServiceTitan, the response, and any errors. If a sync fails because a required field is missing or a tag ID is wrong, the log will show exactly what ServiceTitan returned.

For booking specifically, the availability preview tool in the integration settings is the fastest way to confirm the AI is seeing the same slots your dispatcher would.

Getting Started

If you already have a LeadTruffle account, head to External Integrations and start the ServiceTitan setup. If you want help wiring up the private app, our team handles this during onboarding for Expert plan customers and can also do it as a one-off engagement.

If you are new to LeadTruffle, the best place to start is a quick demo. We can walk you through the AI agent setup, the ServiceTitan integration, and how the invoice matching works on real lead data. Book a call here.

Want to see the ServiceTitan integration on your own data? Book a quick demo or start your account and connect ServiceTitan in the External Integrations panel.

LeadTruffle + ServiceTitan Integration: AI Lead Sync, Booking, and Revenue Attribution