Navigating to ServiceTitan CRM

Log in to the Birdeye dashboard and go to Settings > Integrations > All Apps. Select ServiceTitan CRM to connect. The screen provides integration benefits, pricing, and compatibility details. Clicking the 'View Setup Guide' tab will redirect you here for detailed step-by-step instructions.

Step 1: Enable ServiceTitan Integration

Sign in to ServiceTitan with your credentials, then go to Settings > Integration > API Application Access. Copy your Tenant ID from the top-right corner, paste it into the box, and click Send Request. Once it is approved,  a toast message is confirmed. Click Next to proceed.

Step 2: Add Client ID And Secret 

Enter the client ID and client secret in the text boxes and click 'Next.'

Steps to get client ID and client secret

Sign in to your ServiceTitan account, then go to Settings > Integration > API Application Access > Connect New App > select Birdeye > Allow Access.

After successfully connecting to the Birdeye application, the client will see their Client ID in the Application Details section. They must generate a Client Secret, copy it, and add both the client ID and client secret within the dashboard. Click Next.

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Step 3: Map Locations

You can now map locations to ensure the correct data is assigned to the right location in Birdeye.

If you’ve integrated multiple ServiceTitan accounts, map each account to its corresponding Birdeye location, then apply the necessary ServiceTitan filters or location identifiers. Contacts will sync from ServiceTitan to the respective Birdeye locations based on the selected filters and accounts. If only one ServiceTitan account is integrated, the Account Name column will not appear. 

To map an account or location, use the drop-down under the Account Name column next to the desired Birdeye location and select the integrated account.

ServiceTitan provides filters/location identifiers such as Tag Name, Business Unit, and Zipcode. Click the Edit button to select the appropriate filter and enter values for the corresponding location identifier.

Once mapped, click Next to continue.

Handy Tip: Refer to this article if a location identifier is missing for businesses with multiple Birdeye locations.

Below are the steps to create tags and Business Units in ServiceTitan.

You can map Birdeye locations with Tags to filter out contact details based on Tags for each Birdeye location.

1. Create Location Tags:

• Click the Gear icon (top-right) > Tag Types (under Operations).
• Click Add, enter the location name, and click Save.
• Your tag will appear as Active under Tag Types.

2. Assign Tags to Jobs:

• While creating a job, select the location under Tags and click Book Job.
  
  

You can map Birdeye locations with Business Units to filter out contact details based on Business Units for each Birdeye location.

1. Create Business Units:

• Click the Gear icon (top-right) > Business Units (under Operations).
• Click Add, then enter the Name, Official Name, Email, and Phone Number.
• Click Save, and your business unit is ready.

2. Assign Business Units to Jobs:

• When creating a job, select the right Business Unit and click Book Job.
  
  

Step 4: Select Triggers

Check the box to select your preferred triggers, as shown in the image below. After making your selection, click 'Done.' Once triggers are saved, details will start syncing between ServiceTitan and Birdeye.

A toast message will appear on the screen saying, 'ServiceTitan successfully connected.' You can now build automated campaigns for reviews, surveys, and referrals or any other custom campaigns by clicking or skipping the 'Go to Campaigns' option.