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Question

Unable to pass Email & Phone Number Fields From ServiceTitan into Zapier

  • September 12, 2024
  • 2 replies
  • 48 views
K

I'm trying to set up Zaps from ServiceTitan to pass customer email and phone number info to other platforms. I'm not able to capture any fields with customer data like name, address, email, phone number from our ServiceTitan customer records into Zapier. Is there a restriction that prevents me from using PII from ServiceTitan in zaps, or is there a workaround solution for this?

For example - I’m not sure how to complete the “Send new ServiceTitan appointments as offline conversions in Google Ads” zap that should be possible, per this: https://zapier.com/apps/google-ads/integrations/servicetitan/1617268/send-new-servicetitan-appointments-as-offline-conversions-in-google-ads. I can’t complete setting up the zap without any fields containing customer data available from ServiceTitan in zapier.

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2 replies

Troy Tessalone
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  • Troy TessaloneZapier Expert
  • Zapier Expert
  • 31284 replies
  • September 12, 2024

Hi @kdetar 

For us to have more info, post screenshots showing how your Zap steps are outlined and configured in EDIT mode.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
SamB
Community Manager
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  • SamBCommunity Manager
  • Community Manager
  • 7690 replies
  • September 13, 2024

Hi @kdetar, welcome to the Community! 😁

I did some checking on this end and it doesn’t look like the New Appointments trigger for ServiceTitan gives any customer details other than their ID. So I think you’d need to add a Search Customer Contacts action before of the Send Offline Conversion (Google Ads) action to first find the customer (using their ID):

43080b04b1acdacdc6c3768a273e011f.png
Then in the Google Ads action, map the customer details from the fields output by the Search Customer Contacts search action.

Can you give that a try and let us know whether that search action is able to access all the name, address, email, phone number details for the contact?

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