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ImproveIt360 (i360)

An automatic and bi-directional sync between Hatch and Improveit360

 


Overview:

  • Type: CRM
  • Version: Prismatic/Hatch App Marketplace
  • Set-Up: Oauth (Credentials)
  • Sync Frequency: 15 minutes
  • SandBox: Yes

Shared Data

Objects that Sync with Hatch

  • Appointment
  • Production Activity
  • Project
  • Prospect

Any fields or values under these objects will be syncing in Hatch and are available in the Hatch product.

Sync Rules:  How a Hatch contact gets updated by i360

he following TRIGGERS cause the listed sync ACTIONS:

  • TRIGGER: An improveit360 Appointment object is updated within the last 17 minutes before the sync began
    • ACTION: All improveit360 Appointment object fields/values are sync’d
    • ACTION: If there is an associated improveit360 Prospect object, that Prospect object’s fields/values are sync’d
  • TRIGGER: An improveit360 Project object is updated within the last 17 minutes before the sync began
    • ACTION: All improveit360 Project object fields/values are sync’d
    • ACTION: If there are associated improveit360 Production Activity objects, those Production Activity objects’ fields/values are sync’d
    • ACTION: If there is an associated improveit360 Prospect object, that Prospect object’s fields/values are sync’d
  • TRIGGER: An improveit360 Prospect object is updated within the last 17 minutes before the sync began and was not associated with an improveit360 Appointment object or an improveit360 Project object during the sync
    • ACTION: All improveit360 Prospect object fields/values are sync’d

i360 to Hatch Opportunities


Creating a Hatch Opportunity

Sync’d improveit360 objects will be joined into a single Hatch opportunity in one of the following combinations:

  • Appointment
  • Appointment + Prospect
  • Project
  • Project + Prospect
  • Project + Production Activity (list)
  • Project + Production Activity (list) + Prospect
  • Prospect

Updating a Hatch Opportunity

The integration will replace an existing Hatch opportunity when:

  • The sync’d External ID matches the existing opportunity’s External ID
  • The sync’d External Created At matches the existing opportunity’s External Created At

Adding an additional Hatch Opportunity (Opp Sorting)

The integration will create an additional (new) Hatch opportunity when:

  • The sync’d External ID does not match the existing opportunity’s External ID
  • The sync’d External Created At does not match the existing opportunity’s External Created At

Hatch Opportunities to i360 Field Mapping

The following Hatch standard fields are mapped from improveit360 data (on every Hatch opportunity):

Hatch Field i360 Field
Email

Prospect.Primary_Email

Appointment.Email_Address (if above is missing)

Project.Prospect.i360__Primary_Email (if above is missing)

External ID

Appointment.Id

Project.Id (if above is missing)

Prospect.Id (if above is missing)

External Contact ID

Prospect.Id Appointment

Prospect.Id (if above is missing)

Project.Prospect.Id (if above is missing)

External Created At

Appointment.CreatedDate (if most recent)

Project.CreatedDate (if most recent)

Prospect.CreatedDate (if most recent)

External Updated At (Used for Opp Sorting)

Appointment.LastModifiedDate (if most recent)

Project.LastModifiedDate (if most recent)

Prospect.LastModifiedDate (if most recent)

First Name

Prospect.Primary_First_Name

Appointment.Prospect_First_Name (if above is missing)

Project.Prospect.i360__Primary_First_Name (if above is missing)

Last Name

Prospect.Primary_Last_Name

Appointment.Prospect_Last_Name (if above is missing)

Project.Prospect.i360__Primary_Last_Name (if above is missing)

Phone

Prospect.Phone_1

Prospect.Phone_2 (if above is missing)

Appointment.Phone_1 (if above is missing)

Appointment.Phone_2 (if above is missing)

Project.Prospect.i360__Phone_1 (if above is missing)

Project.Prospect.i360__Phone_2 (if above is missing)

Status

Appointment.Result

Project.Status (if above is missing)

Prospect.Prospect_State (if above is missing)