In this article, we’ll cover the basics of our integration with Modernize including what it does, how to set it up, and frequently asked questions.
Hatch’s integration with Modernize allows your business to win the game of “speed to lead”.
Through our integration, leads from Modernize are instantly pulled into Hatch and put into a Hatch campaign using text, email and voice communication.
See video example here:
Here’s how it works:
First, a contact fills out a lead form on Modernize.
Once the form is submitted, Hatch receives that lead information and puts the contact into a campaign. The contact receives a message that looks like this:
Here you can see the message Mary was sent after she filled out the lead form on Modernize.
When the contact responds to the message, your Hatch user will be able to respond from their Board.
Here you can see the message Mary sent popped up on the Hatch Board.
How to Set-up
- Contact the Hatch Customer Success Team to get started. Together, we’ll decide:
- Which Hatch Board you would like leads to come to
- What campaign language you would like to use
Frequently Asked Questions
Why is instant lead engagement important?
Speed to Lead is extremely important when it comes to new leads. The first company to get to a new lead, wins!
Who is this integration for?
This integration is available to Modernize and Hatch Users. There is no additional fee to turn the integration on (from Hatch or Modernize), we’ll just need to work with you to get all the necessary information to get started.
How long does it take to get set up?
Once we have collected information about your account, including what Hatch Board you want leads to go to and what you would like the campaign to say, we send that information off to Modernize to turn the integration on.
They typically turn the integration on within 1-2 Business days.