Your CRM,
but actually doing its job.

The integration gap most operators run into

A typical service business has a CRM with a hundred custom fields, four business units, two memberships, and a handful of dispatch quirks that took years to build. When a marketing vendor offers “ServiceTitan integration,” what they usually mean is they can pass a lead’s name, phone number, and a generic note into a single business unit. Everything else, the custom fields, the membership flags, the multi-location routing, the dispatch board logic, falls back on your dispatcher to manually enter.

That’s not integration. That’s a webhook with branding.

What our CRM integration actually does

For each supported platform, we map and wire:

• Lead source attribution, every inbound lead carries its source through to booked-job revenue
• Custom fields, the ones your dispatcher uses every day, populated automatically by Harness Agent
• Business unit routing, multi-business-unit operators get per-BU lead intake without manual triage
• Membership flags, plan members get prioritized in scheduling and recognized in qualification
• Geo / service-area routing, leads get assigned to the right location automatically
• Tag and category mapping, your CRM’s existing tag taxonomy stays intact
• Bidirectional revenue write-back, booked revenue flows back into reporting so dashboards show real ROI

Supported platforms

Home services

• ServiceTitan (deep integration including custom fields, BUs, memberships, dispatch board)
• Jobber (full lead intake + revenue write-back)
• HousecallPro (full lead intake + revenue write-back)
• FieldEdge (deep integration)
• FieldRoutes (pest-control specific)
• PestPac (pest-control specific)
• GorillaDesk (pest-control specific)

Veterinary

• ezyVet (full lead intake + scheduling integration)
• AVImark (lead intake)
• Cornerstone (lead intake)
• ImproMed (lead intake)
• IDEXX Neo (lead intake + scheduling)

If your platform isn’t listed, start a conversation, we’ve integrated more than what’s listed here, and custom integrations are available as a scoped add-on at the Accelerate tier.

How CRM integrations fit with the rest of the stack

The integration layer is what turns the AI products into something an operator can trust:

• Harness Agent writes booked jobs into your CRM with the qualification data
• Lead automation routes by your existing CRM logic, not a parallel system
• Harness Hub pulls light marketing-performance data from your CRM (booked-job count, lead source mix) to surface in the marketing reporting view

How to get CRM integrations

• Bundled at the Accelerate tier of the digital marketing program, included by default for the supported platforms above
• Standalone when paired with Harness Agent or lead automation
• Custom integrations available as a scoped engagement on top of Accelerate

If your CRM is the source of truth for your operation, the integration layer is what makes everything else worth running. Tell us what you’re on and we’ll walk through what the integration looks like.