In this article, we’ll cover how you can connect to Zapier to bring in lead sources into Hatch.
Creating the Zap
- From the Zapier Dashboard, click Make a Zap.
- Set up your lead source as the trigger in your new Zap. This is the form or source you want coming into Hatch. Search for the app you want to connect. For this example, we're going to connect our JotForm account.
- Once you find your lead source app, it goes to ask you to select your Trigger Event. This is going to be different based on the app you are connecting but typically this is when a new lead is submitted or a new entry is received (the language will change a bit depending on what App you are connecting). For this example, we're selecting New Submission. Select and click Continue.
- Next, you'll need to authenticate using your credentials or by logging into the app you are connecting. You may be asked to allow Zapier to access your app. Click Allow and continue.
- Once you've authenticated you'll see the app is connected and you can Continue.
- At this point, some apps will show a test lead and confirm that the lead is showing all the information you want and move forward to adding Hatch.
- Now it is time to select your Action. This is where you will search for Hatch.
- Select Hatch as the action in the Zap. If Hatch fails to show, make sure you have accepted the invite here.
Search for "Hatch" in the Zapier Marketplace.
What version of Hatch do I select?
Please select Hatch 4.0.0 if you are logging into Hatch at app.usehatchapp.com. Otherwise simply select "Hatch".
- Upon selecting Hatch, confirm the Action. This should be "Create Contact". Click Continue.
- You will be asked to sign into Hatch. This is when you will need your Department ID (where we will send the leads), and your API key. Both will be provided in an email from our team.
To add your Hatch Account to the Zap, you'll need your department ID and your API key.
- At this point, you'll see the Department you added is showing connected and you can click Continue.
- In the Customize Contact section, match any contact information that you would like to send to Hatch. We recommend including at least the first name, last name, phone number, and email of the contact. Any other details can be pulled through as well but are up to you. Hatch requires contacts to have at least a phone number or email.
- Now match up your form fields to Hatch's fieldset. The Zapier setup will try to match the correct fields for what Hatch requires but you just need to make sure to select the correct ones. Under the Insert Data section, you can also search for the correct field from your form or lead source.
The final step before testing is to map up your lead source fields to Hatch data fields.See the list below of what can be pulled into Hatch:
How it’s used in Hatch
This is the unique identifier for that contact or lead. If we ever see that a lead has the same contact ID, then we can update the data to make sure it’s up to date.
Contact First Name
Contact Last Name
Contact Phone Number
Used to contact customer
Used to contact customer
123 Richmond Lane
Used to customize campaigns or conversations.
For example, let’s say on the lead form the customer is asked to say how many windows they want.
We can include in our messaging “We see you are looking for 8 windows. Let’s see what we can do.”
Used to distinguish contacts within Hatch or your CRM
Contact Created At
Used to determine when the lead came in
- Within the Contact Details, add a field for Lead Source, and name it where your leads are coming from. For example, if your leads are coming from Wufoo Forms, add a Contact Detail called "Source" and instead of mapping it to your data, type in "Wufoo". This will be how we can search for these leads in Hatch.
- Once everything has been added, preview that everything looks good and hit Test and Review. If everything is working correctly, the Zap will send a test contact to your Workspace in Hatch.
- The final step is to confirm the test contact came through. Within Hatch, go to Contacts. Search for the name of the test contact that was sent, and confirm that name, number, and email for the contact are showing.
Note: You can search for all contacts that came through the Zap by using Advanced Search. From Contacts, toggle to Advanced Search and paste the following contact:"Source" EQUALS "integration:[SOURCE NAME HERE]". Replace [Source Name Here] with the source name you picked from Step 16. Use Saved Search to be able to reference this list at a later time.
Setting up your Campaign
If you would like contacts coming in through a Zapier connection to go directly into a campaign, talk to our customer success team.
- Set up the campaign
- Turn on the “Rule” that will instantly drop contacts from your lead source into the campaign.
Zapier Version 5.0.0 (Updated 4/19/22)
The authentication protocol for Hatch’s Zapier integrations is via API_Key. You can request your API_Key from Hatch’s customer success team via email. Please reach out to them anytime!
- Authenticate using the API_Key provided to you by Hatch
This action will push contacts into your Zapier Board. Check out the example below!
- Create any kind of trigger:
- Authenticate using your API_Key, and Select Action Event: Create Contact
- Fill out the required fields:
- Contact First Name [Required]
- Contact Last Name [Required]
- Contact Phone Number [either phone number OR email]
- Contact Email [either phone number OR email]
- Contact Details
- Contact Status
- Board ID [Required]
- External Contact ID
- Source [Default is “zapier”]
- A good use-case would be if you want to sync your spreadsheet data (Google Sheets), to your selected Hatch Board.
To view the first section of this article, click here.
To view the third section of this article, click here.