CRM Integration

Seamless Sync withServiceTitan & Housecall Pro

Bi-directional sync between Hydra OS and your field service CRM. Lead scores, customer data, service history, and marketing intelligence flow automatically. No manual data entry.

CRM Integration Dashboard
2
Active Integrations
1,247
Contacts Synced
342
Jobs Synced
$287K
Revenue Tracked

Bi-Directional Sync

Lead scores from Hydra OS flow to ServiceTitan/Housecall Pro. Customer service history flows back to Hydra OS for personalized marketing. Real-time, automatic updates.

Automated Workflows

Trigger email campaigns when jobs complete. Update lead scores based on service history. Send review requests after positive service calls. All automatic.

Revenue Attribution

Track which marketing campaigns drive actual revenue. See job completion rates, average ticket size, and customer lifetime value by lead source.

Supported CRM Platforms

Native integrations with leading field service management systems

ServiceTitan

Active

Full bi-directional sync with ServiceTitan. Leads, customers, jobs, invoices, and service history flow automatically between platforms.

Lead & customer sync
Job & invoice tracking
Service history integration
Revenue attribution

Housecall Pro

Active

Complete integration with Housecall Pro. Customer data, job scheduling, and payment information sync seamlessly for unified operations.

Customer database sync
Job scheduling integration
Payment tracking
Marketing automation triggers

How Data Flows

Seamless bi-directional sync between systems

From Hydra OS → CRM

1.
Lead Scores
Hot/Warm/Cool/Cold classification appears in CRM
2.
Marketing Source
Campaign attribution and lead source tracking
3.
Customer Segments
Journey stage and behavioral tags
4.
Engagement Data
Website visits, email opens, content interactions

From CRM → Hydra OS

1.
Service History
Past jobs, equipment installed, maintenance schedule
2.
Revenue Data
Invoice amounts, payment status, lifetime value
3.
Customer Status
Active, inactive, at-risk, high-value classifications
4.
Job Completion
Triggers for review requests and follow-up campaigns

Integrated Intelligence Network

CRM Integration powers other modules with real customer data

Customer Intelligence

Service history from CRM enriches customer journey mapping. Know exactly where each customer is in their lifecycle and personalize marketing accordingly.

Revenue Attribution

Connect marketing campaigns to actual revenue. See which lead sources, content, and campaigns drive the highest-value customers and biggest jobs.

Ready to Connect Your CRM?

Seamless sync with ServiceTitan and Housecall Pro