Connectors / Integration
Connect SalesRabbit and ServiceTitan to Close Deals Faster and Serve Customers Better
Automate the handoff between field sales and field service so no lead, job, or customer record gets lost in the gap.
SalesRabbit + ServiceTitan integration
SalesRabbit powers door-to-door and field sales teams with lead tracking, territory management, and digital canvassing tools. ServiceTitan handles the field service side — scheduling, dispatching, and customer history. Together, they cover the full customer journey from first knock to completed job. Integrating the two cuts out manual data re-entry, speeds up the sales-to-service handoff, and gives operations teams a live view of pipeline health and job performance without jumping between systems.
Field service businesses live and die by the speed and accuracy of their handoffs. When a SalesRabbit rep closes a deal in the field, every minute spent manually copying contact details, service agreements, and job notes into ServiceTitan is a minute lost — and a chance for information to get corrupted or dropped entirely. Connecting SalesRabbit with ServiceTitan through tray.ai means customers, leads, and booked jobs land in ServiceTitan the moment a sale is marked won, so dispatch can act right away. Two-way sync means field reps always see current appointment windows, job statuses, and customer histories inside SalesRabbit, which cuts down on miscommunication and the truck rolls that come with it. The result is a leaner operation with faster revenue recognition, fewer data errors, and full visibility across every stage of the customer lifecycle.
Automate & integrate SalesRabbit + ServiceTitan
Automating SalesRabbit and ServiceTitan business processes or integrating data is made easy with Tray.ai.
Use case
Automatic Customer Record Creation After a Closed Sale
When a SalesRabbit rep marks a lead as closed-won in the field, tray.ai instantly creates or updates the corresponding customer record in ServiceTitan with all contact details, service address, and notes captured during the sale. This removes the lag between sale and scheduling and makes sure dispatch has everything they need from day one. Service teams can start scheduling without waiting on back-office data entry.
- Eliminates duplicate data entry between field sales and the back office
- Cuts time-to-schedule from hours to seconds after a sale closes
- ServiceTitan customer records are complete and accurate from the first interaction
Use case
Instant Job Booking from SalesRabbit Deal Closure
Beyond creating a customer record, the integration can automatically generate a booked job or estimate in ServiceTitan as soon as a SalesRabbit opportunity is won, pre-populating service type, equipment details, and agreed pricing from the sales conversation. Dispatchers get an actionable job card without any manual intervention. This compresses the sales-to-service cycle and improves first-appointment show rates.
- Pre-populated job cards remove the risk of miscommunication between sales and service
- Dispatch can assign technicians in real time right after a sale closes
- Customers get faster booking confirmations
Use case
Real-Time Lead Status Sync for Field Reps
When ServiceTitan updates a job status — a completed install, a cancelled appointment — that change gets pushed back into SalesRabbit so field reps have accurate information before knocking on adjacent doors or following up with customers. Reps don't need to call the office to find out whether a neighbor's job was completed or if there's a service issue to know about. This closed feedback loop makes canvassing smarter and referral conversations more timely.
- Field reps have current job and appointment context without calling the office
- Smarter neighborhood canvassing based on recently completed jobs
- Fewer inbound calls to the back office from reps chasing status updates
Use case
Territory Performance Reporting Across Both Platforms
tray.ai can pull together SalesRabbit territory data — lead counts, conversion rates, rep activity — with ServiceTitan revenue, job completion, and customer satisfaction metrics to build unified performance dashboards. Operations leaders get a single source of truth connecting what was sold to what was delivered. That cross-platform view makes territory assignments sharper and sales forecasting more grounded.
- Unified visibility into sales pipeline and service delivery performance by territory
- Spots territories where sales volume is outpacing service capacity before overpromising becomes a problem
- Supports data-driven rep coaching by connecting sales tactics to downstream job outcomes
Use case
Automated Follow-Up Campaigns for Unsold Leads
Leads marked as not-yet-closed or follow-up-required in SalesRabbit can be automatically enrolled in re-engagement campaigns by triggering workflows in ServiceTitan's marketing tools or connected email platforms. tray.ai monitors lead status in SalesRabbit and handles timely outreach without any manual list management. The pipeline stays warm and more cold leads convert over time.
- No follow-up lead gets dropped because of manual list management failures
- Timely outreach improves long-term conversion rates from field canvassing
- Sales reps can focus on new doors while automation works existing prospects
Use case
Customer Satisfaction Score Feedback to Sales Teams
When a ServiceTitan job is completed and a customer satisfaction survey response comes in, tray.ai routes that feedback back into SalesRabbit, tied to the originating rep and sale. Sales leadership can see how the customers each rep brought in are actually being served post-sale. Strong CSAT scores give you something concrete to celebrate; low scores open a coaching conversation about the gap between what was promised and what was delivered.
- Closes the accountability loop between what reps promise and what service teams deliver
- Sales leadership can recognize reps who consistently bring in satisfied customers
- Surfaces patterns where sales messaging and actual service capabilities don't match
Challenges Tray.ai solves
Common obstacles when integrating SalesRabbit and ServiceTitan — and how Tray.ai handles them.
Challenge
Mismatched Data Schemas Between Field Sales and Field Service Platforms
SalesRabbit structures customer and lead data around canvassing workflows — territory pins, disposition statuses, rep assignments — while ServiceTitan organizes data around service operations: job types, equipment, dispatch zones, and billing. Mapping one schema to the other without losing nuance or creating duplicate records requires careful field-level transformation.
How Tray.ai helps
tray.ai's visual data mapper and built-in transformation functions let teams define precise field-level mappings between SalesRabbit and ServiceTitan, including conditional logic to handle edge cases like partial addresses, missing contact fields, or non-standard disposition codes. Custom connectors and JSON path expressions make sure every field arrives in ServiceTitan exactly as dispatch needs it.
Challenge
Preventing Duplicate Customer Records in ServiceTitan
Field reps often knock the same door across multiple campaigns, which creates multiple lead records in SalesRabbit for the same homeowner. Without deduplication logic, each of those can trigger a new customer creation in ServiceTitan, cluttering the customer database and causing headaches for dispatchers and billing teams.
How Tray.ai helps
tray.ai workflows can include a lookup step that searches ServiceTitan for an existing customer by email, phone, or address before creating a new record. If a match is found, the workflow updates the existing record instead of creating a duplicate, keeping ServiceTitan's customer database clean without requiring manual review.
Challenge
Handling Real-Time Sync Latency for Time-Sensitive Dispatching
Field service dispatching doesn't wait. A closed sale in SalesRabbit needs to appear as a bookable job in ServiceTitan within minutes, not hours, to allow same-day or next-day scheduling. Batch integrations or slow polling intervals create delays that frustrate both customers and dispatch teams.
How Tray.ai helps
tray.ai supports event-driven, webhook-based triggers so workflows fire the instant a SalesRabbit lead status changes, rather than on a polling schedule. This near-real-time approach means closed-won deals appear as actionable ServiceTitan jobs within seconds, letting dispatch act immediately and customers get faster booking confirmations.
Templates
Pre-built workflows for SalesRabbit and ServiceTitan you can deploy in minutes.
Closed-Won SalesRabbit Lead to New ServiceTitan Customer and Job
SalesRabbit 
ServiceTitan Automatically creates a new customer record and booked job in ServiceTitan whenever a lead is marked as closed-won in SalesRabbit, transferring all contact, address, service type, and pricing information captured during the sale.
ServiceTitan Job Status Updates Synced Back to SalesRabbit
ServiceTitan SalesRabbit Keeps SalesRabbit lead and customer records current by pushing ServiceTitan job status changes — scheduled, in progress, completed, or cancelled — back to the corresponding SalesRabbit record so field reps always have accurate context.
SalesRabbit Unworked Leads to ServiceTitan Marketing List Enrollment
SalesRabbit ServiceTitan Identifies leads in SalesRabbit that haven't moved past an initial contact stage after a defined period and automatically adds them to a targeted follow-up list or campaign in ServiceTitan, preventing revenue from aging out of the pipeline.
ServiceTitan Completed Job to SalesRabbit Referral Lead Creation
ServiceTitan SalesRabbit After a job is marked complete in ServiceTitan, tray.ai identifies neighbors or addresses in the same SalesRabbit territory and creates a referral or warm-knock lead, giving field reps a data-backed reason to canvass the immediate area while customer satisfaction is fresh.
Daily SalesRabbit-to-ServiceTitan Pipeline Sync Report
SalesRabbit ServiceTitan Runs a scheduled reconciliation that compares open opportunities in SalesRabbit with pending or unscheduled jobs in ServiceTitan, flags discrepancies, and delivers a consolidated pipeline health report to operations managers.
ServiceTitan CSAT Score Feedback to SalesRabbit Rep Record
ServiceTitan SalesRabbit Captures completed job customer satisfaction scores from ServiceTitan and writes them back to the originating SalesRabbit rep and lead record, giving sales leadership a continuous feedback loop between field sales performance and post-sale service quality.
How Tray.ai makes this work
SalesRabbit + ServiceTitan runs on the full Tray.ai platform
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