Kickstart Conversations with Salesforce + Hatch
Why Integrate Salesforce with Hatch?
Your Hatch board becomes your inbox for every type of interaction you have with prospects and customers. Create and manage all text, email and phone conversations in one clean dashboard.
Hatch makes team collaboration easy, allowing you to tag in team members in customer conversations. Our software keeps your organization in lock-step on every account.
View all of your customer insights - from sales conversations & follow-up to service & care - in meaningful reports that are easy to understand and act on. Track your financials and even your ROI with the click of a button.
Hatch gets the conversation started for you. No more wasted time cold calling and sending unopened emails - we put you in front of your prospects when they're ready to talk.
How Salesforce Integrates with Hatch
Salesforce → Hatch
Hatch fetches any newly created contacts or contacts updated within Salesforce. That way you can engage with your clients through Hatch right away.
Hatch → Salesforce
Conversations you have with Contacts in Hatch (text, email, voice) are recorded in Salesforce's Contact Record in the Activity Section.