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      JobNimbus Integration

      In this article, we'll cover the basics of our integration with JobNimbus. From what it does, to how to get started, and even frequently asked questions.

      Integration Basics

      What does the integration do? 

      Pull Contacts: Each night at 3 am EST, Hatch will make sure that all contacts from JobNimbus are pulled into your Hatch account and updated with the most recent information.

      Push Communications: Anytime a communication such as a call, text, or email takes place within Hatch, we’ll send that information back to JobNimbus’s Contact's Notes OR Job Notes.

      Note: This integration does not offer Edit your Contacts at this time. If you update the First and Last Name, Email, or Phone Number in Hatch, that change will not be reflected in your CRM. Update any contact information in the CRM, and wait for it to sync back to Hatch. 

      What information do you pull into Hatch?

      We pull in any contact details such as Name, Phone Number, and Email from the Contact Record. This is what we'll use to launch a contact into campaign. 

      We also pull in Jobs. Those are added to the Contact Details in Hatch. This will include things like Address, Quote Amount, Sales Representative. With these details, we can make your messaging extremely customized.  

      jobnimbesex.png

      Here is an example of a contact that was pulled in through the JobNimbus integration. 

      How often does the integration sync?

      Our integration will sync every night at 3 AM EST. Any contacts that were updated or created within the previous day in JobNimbus will be pulled into Hatch.

      sync

      A sync can always be performed from the Contacts Page in Hatch if needed.

      Where do Hatch communications show in my CRM?

      Communications from Hatch can be sent back to either the Contact Notes or Job Notes section in JobNimbus. Please let our team know where you prefer the communications to be sent to withing your CRM.

      Communications in the Contact Activity Section

      When communications are sent back to JobNimbus, they will show up in the Contact Activity Section as a Note.

      The type of communication, where it occurred, who sent it, and the communication contact can be found as a Note.

      jobnimbus1.png

      We support the following activity types: 

      • Hatch Inbound Call
      • Hatch Outbound Call
      • Hatch Inbound SMS
      • Hatch Outbound SMS
      • Hatch Inbound MMS
      • Hatch Outbound MMS
      • Hatch Inbound Email
      • Hatch Outbound Email
      • Hatch Inbound Voicemail
      • Hatch Inbound Missed Call

      Communications in the Job Activity

      When communications are sent back to JobNimbus, they will show up in the Job Activity Section as a Note.

      The type of communication, where it occurred, who sent it, and the communication contact can be found as a Note.

      jobnimbus2.png

      We support the following activity types: 

      • Hatch Inbound Call
      • Hatch Outbound Call
      • Hatch Inbound SMS
      • Hatch Outbound SMS
      • Hatch Inbound MMS
      • Hatch Outbound MMS
      • Hatch Inbound Email
      • Hatch Outbound Email
      • Hatch Inbound Voicemail
      • Hatch Inbound Missed Call

      Setting Up the Integration

      Here’s what we need to get started:

      1. Within JobNimbus, create an API Key for Hatch. You can do this by logging into JobNimbus, going to Settings > API. The access profile created will need to able to access all jobs and contacts as well as create activities.

        image-20200807-162431.png

        Here is permission needed when creating the API key.

      2. Submit this information through the JobNimbus Authorization Form. 
      3. We’ll confirm with you the details of your integration, including where you would like push communications to go, and then turn on the integration for you. 

      Creating Audiences to Add to Campaigns

      After getting a CRM integration set up, the next step is to start working on creating custom audiences with your data, and then adding those contacts to campaigns.  

      Here’s a couple of examples of what we’ll talk about...

      • Correctly defining contacts statuses in your CRM
      • Identifying your call type statues
      • Deciding what contact details to use in campaign language

      At this time, you can ask any outstanding questions you have about the CRM set-up.

      Frequently Asked Questions

      Will Hatch change contact’s statuses in JobNimbus?

      We do not update any status in JobNimbus through the integration. However, if you change the status in JobNimbus, Hatch will update that contact’s information next time we sync (manually or at 3am EST). We recommend syncing before running campaigns just in case any status changes occurred during business hours.

      How often is does the CRM sync?

      We sync Hatch with your CRM every night. However, at any time, you can use the Sync Button on the contacts page to make sure you are up to date before launching contacts into the campaign.

      What information is pushed back to JobNimbus?

      The only thing we push back to JobNimbus is the communications that occurred in Hatch. This can include texts, emails, or calls. These will populate in JobNimbus under the contact or job's activities section