National HVAC Company ServiceTitan + HubSpot Integration

The challenge

What they were facing

The team had two systems that could not see each other. Marketing knew which ads, landing pages, and campaigns produced form fills and inbound calls. ServiceTitan knew which of those leads actually became booked jobs, what equipment got installed, what invoices got paid, and which customers had a maintenance plan. But neither side could answer the question that mattered: did the marketing spend produce real revenue. Lifecycle marketing was effectively impossible because HubSpot did not know when a customer last had service, what equipment they owned, or whether they were on a maintenance plan. Reviews were captured ad hoc. Win back campaigns were a manual export and import job that no one had time to run. The result was a high performing operations system and a high performing marketing system that left meaningful revenue on the table because they did not share data.

The solution

How we helped

Proven ROI built a bidirectional ServiceTitan + HubSpot integration designed around the HVAC customer lifecycle. Customers, jobs, estimates, invoices, equipment records, and service history sync between the two systems. HubSpot workflows fire on ServiceTitan events: estimate sent, job booked, job completed, invoice paid, maintenance plan due. We built marketing attribution that connects first ad click and lead source to the ServiceTitan invoice that eventually paid for it, so marketing spend and ROAS are measured in real revenue rather than form fills. We launched automated review request flows that trigger after every completed job, win back campaigns segmented by equipment age and last service date, and maintenance plan attach campaigns timed to install completion. Compliance safe SMS and email templates were built for each stage, and dispatchers got HubSpot context inside ServiceTitan so they could see who was a long time customer and who was brand new before the call.

The results

Measurable impact

For the first time, the marketing team could measure ROAS to the dollar against ServiceTitan revenue, which immediately changed how budget got allocated across paid search, local services ads, and direct mail. Booked jobs from marketing rose 31% as automated win back and lifecycle campaigns activated lapsed customers and expiring maintenance plan holders inside ServiceTitan. Maintenance plan attach rate jumped 45% because the right offer reached the right customer at the right moment, automatically, after every install. Review volume more than tripled as automated review requests fired from ServiceTitan job completion events, which improved local search rankings and lowered cost per lead from organic and local channels. Ops and marketing finally ran the same playbook because they finally shared the same customer record.

Services delivered