We’re excited to announce that Hatch now integrates directly with ServiceMinder, the CRM and operations platform built for franchise organizations in the home services space. This new integration bridges the gap between top-of-funnel lead response and full customer lifecycle engagement — giving ServiceMinder users the ability to drive more revenue, more efficiently, with Hatch.
Why the Hatch + ServiceMinder integration matters
To understand why this integration matters, it’s important to first understand the basics of Hatch. Here’s how it works:
- You create triggers across the customer journey such that when leads and customers meet that criteria, Hatch will automatically launch them into best practice outreach campaigns taht keep following (tastefully) until the contact responds.
- Once the contact responds, your AI agent steps in to handle the repetitive back-and-forths, handing off to a human only when necessary.
- This way, Hatch is doing all the chasing and qualifying, and your team is interfacing only with high intent contacts.
The way that Hatch users are able to create those triggers is through our native integrations with lead sources and CRMS.
- Lead source integration allows you create instant outreach campaigns for leads from all of your sources—your website, Google LSA, Yelp, Angi, and more.
- CRM integration allows you to create outreach campaigns for every other touchpoint after that: estimate follow-up, appointment confirmations, aged lead nurture, customer recontact, an dmore.
Until now, Hatch customers using ServiceMinder could seamlessly automate speed to lead campaigns, but had to manually import contact lists for anything beyond that. This manual process worked, but it wasn’t ideal — especially for teams trying to maximize operational efficiency.
With the new Hatch + ServiceMinder integration, all of that changes.
Features and benefits of the Hatch + ServiceMinder integration
- Improve conversion across the entire customer journey: Automate outreach for estimate follow-ups, appointment reminders, install confirmations, aged lead follow-up, customer recontact, and more—without any list imports. Contacts will automatically and continuously enroll into campaigns as they meet the criteria.
- Real-time contact sync: A bi-directional sync runs every 15 minutes, keeping contacts up to date between Hatch and ServiceMinder.
- Keep core data in sync: Contacts, appointments, and proposals are automatically updated in Hatch — no more CSV uploads or manual syncing.
Use our Customer Journey Messaging Matrix template to organize best practice communication across your entire funnel.
A game changer for franchise brands
Franchise networks often juggle fragmented systems for lead management, appointment scheduling, and customer communications. The Hatch + ServiceMinder CRM integration helps unify all of that.
Our franchise and multi-location customers (Five Star Bath, for example) who previously relied on list uploads to run post-lead campaigns — can now completely automate their Hatch campaigns with real-time data from ServiceMinder. That means faster follow-up, less manual work, and higher conversion rates from estimate to install.
Ready to connect ServiceMinder with Hatch?
If you're a ServiceMinder user and want to start using this integration, reach out to your Hatch rep here, or if you’re not yet a customer, book a demo with us here.
Let’s make follow-up effortless — from form fill to final sale.