ServiceTitan, Roofr, Jobber, Leap, Housecall Pro and other CRMs
If your CRM is not GoHighLevel, JobNimbus, AccuLynx, HubSpot, or a Google Sheet, this is your page. We connect these CRMs for you through our own integration account. You do not need Zapier, Make, or any other tool, and there is nothing for you to pay for or maintain.
How it works
Section titled “How it works”-
Tell us your CRM. In your portal open Finish setup, then CRM connection, and pick your CRM from the list. If it is not there, choose Other and type its name.
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Give us access, the easy way. Depending on the CRM, that is either an API key you copy from your settings, or a one-time sign-in on a short call. The table below says which. We never ask for your password by text or email.
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We build and test it. Our team wires the connection and sends the test lead named VLN Test. You confirm it landed, and you are live.
What we need from you, by CRM
Section titled “What we need from you, by CRM”| Your CRM | What to send us | Where to find it |
|---|---|---|
| ServiceTitan | Tenant ID, Client ID, and Client Secret | Settings, Integrations, API Application Access. Create an application named Vetted Lead Network. Also add a booking provider tag called Vetted Lead Network so our leads show up as bookings. |
| Leap CRM (JobProgress) | An API key | Settings, Integrations, API. Name it Vetted Lead Network. |
| Roofr | A 15-minute call | Roofr connects by signing in. Click Book a call in your portal. |
| Jobber | A 15-minute call | Jobber connects by signing in. Book a call. |
| Housecall Pro | A 15-minute call | Housecall Pro connects by signing in. Book a call. |
| Salesforce | A 15-minute call | Salesforce connects by signing in. Book a call. |
| Zoho CRM | A 15-minute call | Zoho connects by signing in. Book a call. |
| Anything else | Its name, and a key or a call | Pick Other, type the name, and we tell you which of the two it needs. If it has no way in at all, see the custom CRM guide. |
What we create in your CRM
Section titled “What we create in your CRM”For every lead we create the record your CRM uses for a new prospect, with the homeowner’s name, phone, email, and property address, and the source Vetted Lead Network where your CRM has a source field:
| CRM | Record we create |
|---|---|
| ServiceTitan | A booking, ready for your dispatcher to schedule |
| Roofr | A customer and a job |
| Jobber | A client |
| Leap CRM | A lead |
| Housecall Pro | A customer |
| Salesforce | A lead |
| Zoho CRM | A lead |
The full list of fields we send is on the lead fields page. If you want leads assigned to a specific person or dropped into a specific pipeline stage, say so when you pick your CRM in the portal and we set it that way.
Check it worked
Section titled “Check it worked”When the test lead named VLN Test arrives, reply got it in your portal or to the text you received. Until then, and if anything ever breaks later, your leads keep coming by email and text the moment we deliver them, so speed to call never depends on the CRM connection.