ServiceTitan call recordings - Sales Ask

Sales Ask can import calls from ServiceTitan using your existing ServiceTitan connection. It checks ServiceTitan every 15 minutes and files each call as a recording for the rep whose email or phone number matches the ServiceTitan employee on the call.

Before you start

Connect ServiceTitan as your CRM first. See ServiceTitan CRM setup.

Turn on call import

In Sales Ask, go to Settings → Integrations and open ServiceTitan.
Turn on Import ServiceTitan call recordings.

Call import uses the same ServiceTitan credentials as the CRM connection. If you disconnect ServiceTitan, call import stops.

Check rep matching

Make sure each rep’s Sales Ask email or profile phone number matches their ServiceTitan employee record.