Formly
Built for ServiceTitan businesses

More booked jobs
from your Meta ads.

Formly connects your Meta Instant Forms directly to ServiceTitan — routing leads in seconds, sending branded follow-ups automatically, and feeding real revenue data back to Meta so your campaigns get smarter every week.

Leads routed in under 3 seconds14-day free trialNo Zapier neededCampaigns that improve automatically
app.formly.io/dashboard
Formly
Dashboard
Connections
Campaigns
Leads
Follow-ups
Settings

Leads

1,284

Booked

847

Sold jobs

612

Booking rate

65.9%

Recent leads

Sarah JohnsonHVAC Tune-UpBooked2m ago
Mike ChenPlumbing RepairRouting…5m ago
Laura DavisRoof InspectionBooked11m ago

Without Formly

  • Lead sits in Meta Lead Center for hours
  • Someone manually copies data into ServiceTitan
  • No follow-up — lead goes cold
  • No revenue data fed back to Meta
  • Campaigns optimize for clicks, not bookings

With Formly

  • Lead routed to ServiceTitan in under 3 seconds
  • Booking created automatically — no manual entry
  • Branded follow-up email sent within 60 seconds
  • Revenue data fed back to Meta CAPI automatically
  • Campaigns learn from real jobs booked and closed

CAPI Revenue Loop

Your campaigns get smarter every week.

Formly sends real booking and revenue events back to Meta — so the algorithm learns from actual jobs booked, not just form fills.

booked jobs

Meta learns which audiences actually schedule — and targets more of them.

−54%

cost per booked job

Real conversion signals replace browser-cookie proxies. Better data, lower CPB.

Every week

it compounds

Each week's job data makes next week's campaigns smarter. The loop never stops.

Typical results after 60 days

Before Formly

Leads per month100
Booked jobs8
Cost per booked job$125

After Formly

Leads per month
70more qualified
Booked jobs
14+75%
Cost per booked job
$57−54%

Built for home service companies

HVACRoofingPlumbingElectricalPest ControlLandscapingFlooring

How it works

Up and running in under 10 minutes

1

Connect your accounts

Link your Meta Business account and ServiceTitan tenant to Formly with OAuth. Takes about 2 minutes per connection.

2

Map your form fields

Tell Formly which Meta form fields map to which ServiceTitan fields. No code required — pick from dropdowns.

3

Leads route automatically

When someone fills out your Meta Instant Form, Formly creates the booking in ServiceTitan in under 3 seconds.

Features

Everything between Meta and ServiceTitan

Formly handles the infrastructure so you can focus on running campaigns.

Real-time lead routing

Every Meta Instant Form submission is captured by webhook and routed to ServiceTitan as a booking, lead, or follow-up task — in under 3 seconds.

CAPI revenue signals

Booking values and invoice amounts are automatically sent back to Meta CAPI so your campaigns optimize for actual revenue, not just clicks.

Automated email sequences

Send branded follow-up emails at the right moment — immediately, 2 hours later, on booking confirmed, or 7 days after job completion.

Lead map & dashboard

See every lead plotted on a live map with routing status, contact info, and the full journey from form submission to booked job.

Agency multi-client

Manage multiple clients from one Formly account. Each client has their own Meta and ServiceTitan connections, campaigns, and analytics.

Field mapping, no code

Map any Meta form field to any ServiceTitan field with a simple dropdown UI. Transformations, custom values, and smart defaults included.

Pricing

Simple, transparent pricing

14-day free trial on all plans. No credit card required.

Starter

$49/per month

One location, one CRM. Everything to start routing leads automatically.

  • 1 Meta ad account
  • 1 CRM connection (ServiceTitan)
  • Up to 500 leads / month
  • Email auto-reply
  • CAPI revenue loop
  • Lead dashboard
  • 14-day free trial
Start free trial
Most popular

Pro

$129/per month

Scale across ad accounts with full automation and branded emails.

  • Unlimited Meta ad accounts
  • 3 CRM connections
  • Unlimited leads
  • Custom email templates + sequences
  • Full revenue map & analytics
  • Brand email builder
  • 14-day free trial
Start free trial

Agency

$299/per month

Manage every client from one workspace with full white-label control.

  • Unlimited everything
  • Multi-client dashboard
  • White-label emails
  • Priority support
  • Onboarding call
  • 14-day free trial
Start free trial

Stop losing leads to manual entry.

Formly routes Meta leads to ServiceTitan automatically — so your team can focus on answering the phone, not copying data.

Get started free