Kickstart Conversations with Salesforce + Hatch

Power-up your engagement efforts with real-time texts, emails and calls from one collaborative workspace when you integrate Salesforce and Hatch.
hatch x salesforce

Why Integrate Salesforce with Hatch?

With seamless push-pull connectivity, our integration lets Salesforce do what it does best - store your customer and lead data. Hatch takes that data to the next level with real 1:1 conversations.
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Modern Messaging

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.

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Comfy Collaboration

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.

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Deep Reporting

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.

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Powerful Automation

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 Our Integration Works

Sync Contacts
Sync Contacts
When you create a new Opportunity in Salesforce, Hatch automatically pulls in the Contacts associated to that Opportunity, along with their information. That way you can engage with your Contacts across every stage of their buying journey, from pre-sale to post-sale.
Push Communications
Push Communications
Conversations you have with Contacts in Hatch (text, email, voice) are instantly passed over as Activities on their Salesforce Contact record.
Instant Engagement
Instant Engagement
Set rules in Hatch for when you want to automatically engage with a contact. For example, if a Salesforce opportunity is closed, you can automatically send a thank you text to its associated contact(s).

See it in action

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Contact information is passed from Salesforce to Hatch for quick reference in your conversations.
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Conversation data is passed from Hatch to Salesforce and appears at the Contact-level.

Try Hatch free for 5 days, fully integrated with Salesforce.