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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 15 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 15 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 15 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)

       

      Hatch → lmproveit360:

      Users can configure Push Communications in the integration setup. Users have the options to push a record of communications that have occurred in Hatch to one (or both) of the following i360 locations:
      • Contact Notes
      • Tasks