How to connect LeadTruffle and ServiceTitan

How to Connect ServiceTitan to LeadTruffle


How to connect ServiceTitan to LeadTruffle


Connect your ServiceTitan account to LeadTruffle for CRM sync, AI booking, and availability checks.



Table of contents




Prerequisites


  • Your ServiceTitan account must be on The Works plan
  • You need admin access to your ServiceTitan account
  • You need access to the ServiceTitan Developer Portal


If you don't already have access to the Developer Portal, you'll need to sign in with your ServiceTitan admin credentials. If you see a "User doesn't have access" error, try using an administrator account.



Step 1: Create a private app in ServiceTitan Developer Portal


  1. Go to developer.servicetitan.io/signin
  2. Under ServiceTitan Customers, click Sign In as Production Environment User



  1. Sign in with your ServiceTitan admin credentials
  2. Click My Apps at the top of the page
  3. Click Create New App
  4. Fill in the following:
  • Application Name — enter "LeadTruffle" (or whatever name you prefer)
  • Organization Name — your company name
  • Home Page URL — your company website
  • App Type — select Private App
  1. Under Tenant IDs, your tenant ID should be pre-filled. If not, you can find it in ServiceTitan under Settings → Integrations → API Application Access
  2. Under API Scopes, enable the following permissions:
  • CRM — All Read & Write except Leads
  • Settings — Read "Employees"


Scope

Read

Write

CRM — Booking Provider Tags

✅

✅

CRM — Bookings

✅

✅

CRM — Customers

✅

✅

CRM — Leads

❌

❌

CRM — Locations

✅

✅

CRM — Tags

✅

✅

Settings — Employees

✅

❌


  1. Under Client Credentials Management, select "I, the app developer, will configure the credentials on behalf of each tenant"
  2. Click Create App
  3. Your App Key will be generated — copy it and save it somewhere secure


Copy your App Key now. You'll need it in Step 4.



Step 2: Connect the app in your ServiceTitan account


  1. Log in to your ServiceTitan account at go.servicetitan.com
  2. Go to Settings → Integrations → API Application Access
  3. Click Connect New App
  4. Find and select the app you just created (e.g. "LeadTruffle")
  5. Review the API scopes — these are the permissions you selected in Step 1
  6. Under Restriction by Booking Provider, choose No Restriction
  7. Click Allow Access


Choosing "No Restriction" means LeadTruffle can create bookings without being tied to a specific booking provider tag. This is the recommended setup for most accounts.



Step 3: Generate your client ID and client secret


If you selected "I, the app developer, will configure the credentials" in Step 1:


  1. Go back to developer.servicetitan.io
  2. Click My Apps
  3. Click App Connections for your LeadTruffle app
  4. Find your tenant and click Generate under Client Secret
  5. Copy the Client ID and Client Secret — save both somewhere secure


If you're generating credentials from ServiceTitan directly:


  1. In ServiceTitan, go to Settings → Integrations → API Application Access
  2. Select the LeadTruffle app from your connected apps
  3. Your Client ID will be displayed on the Application Details screen
  4. Click Generate next to Client Secret, then click Yes, Continue
  5. Copy the Client ID and Client Secret


You can only see the Client Secret once. If you lose it, you'll need to generate a new one.



Step 4: Enter your credentials in LeadTruffle


  1. In LeadTruffle, go to ServiceTitan Settings
  2. On the Basic Settings tab, you'll see the Credentials section


  1. Select Tenant Scoped (this is the default and matches the "No Restriction" setup from Step 2)
  2. Fill in the following fields:


Field

Where to find it

Tenant ID

ServiceTitan → Settings → Integrations → API Application Access

Environment

Select Production

App Key

Copied from Step 1 when you created the app

Client ID

Copied from Step 3

Client Secret

Copied from Step 3

Booking Access Mode

Leave as Tenant scoped


  1. Make sure "Keep this integration active after saving" is checked
  2. Click Save



Troubleshooting


I don't see my app when connecting in ServiceTitan

Make sure you added your tenant ID to the app in the Developer Portal. Go to My Apps → edit your app → check that your tenant ID is listed.


"User doesn't have access to Developer Portal" error

You need to sign in with an admin account. If your account doesn't have admin access, ask your ServiceTitan admin to complete these steps.


"Not Connected Yet" status in Developer Portal

The tenant admin hasn't connected to the app yet. Complete Step 2 first, then return to generate credentials.


Client Secret was lost or not copied

Go back to the Developer Portal → My Apps → App Connections and generate a new one. You can have up to two active secrets per app.


Should I use Tenant Scoped or Provider Scoped?

Use Tenant Scoped unless you were specifically told to use a Booking Provider Tag. Provider Scoped is only needed if you want to restrict LeadTruffle to a specific booking provider ID.



Summary


You've created a private app in the ServiceTitan Developer Portal, connected it in your ServiceTitan account, generated API credentials, and entered them into LeadTruffle. Your ServiceTitan integration is now active for CRM sync, AI booking, and availability checks.



Need help? Contact us at support@leadtruffle.com or message the team via the Intercom chat on this article or in-app.

Updated on: 09/04/2026

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