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

Pull Contacts
Pull Contacts
Hatch fetches any newly created contacts or contacts updated for the previous day within Salesforce.
Push Communications
Push Communications
Hatch Communications such as a call, text, or email is recorded in Salesforce’s Contact Record in the Activity Section.

See it in action

Salesforce → Hatch Salesforce to Hatch Final
Contact information is passed from Salesforce to Hatch for quick reference in your conversations.
Hatch → Salesforce Hatch to Salesforce
Conversation data is passed from Hatch to Salesforce and appears at the Activity Section.

Get Hatch fully integrated with Salesforce