In this article, we'll cover the basics of our integration with JobProgress. 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 customers, jobs, and appointments from JobProgress 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 JobProgress's Job Notes automatically.
This integration does not offer Edit 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 Customer Record. This is what we'll use to launch a contact into campaign.
We also pull in Jobs, and Appointments. Those are added to the Contact Details in Hatch.
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 JobProgres will be pulled into Hatch.
A sync can always be performed from the Contacts Page in Hatch if needed.
Where do Hatch communications show in JobProgress?
When communications are sent back to JobProgress, they will show up in Job Notes.
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
- To connect your JobProgress account with your existing Hatch account, in JobProgress go to the Settings > Developers > Generate Token and click create a new token for Hatch.
- Submit that information through the JobProgress Authorization Form.
- We’ll confirm with you the details of your integration, 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 JobProgress?
We do not update any status in JobProgress through the integration. However, if you change the status in JobProgress, 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 JobProgress?
The only thing we push back to JobProgress is the communications that occurred in Hatch. This can include texts, emails, or calls. These will populate in JobProgress under the Job Notes.
Does this integration pull in sold information?
Yes, in order to run Sold Audits on this integration, our team will need to know your CRM Sold Status and Sold Date Format.