Zapier + Hatch - pt. 3

In this article, we’ll cover how you can connect to Zapier to bring in lead sources into Hatch.

Triggers


New Contact

Description

This trigger will listen for newly created contacts in the board of your choosing. A good use-case is if you want to also push ingested new contacts from Hatch into your own CRM.

Example

  1. Select Hatch’s New Contact Trigger

    Screen_Shot_2022-04-19_at_5.02.02_PM.png

  2. Authenticate via API_Key

    Screen_Shot_2022-04-19_at_5.02.17_PM.png

  3. Choose Board to listen to for New Contacts ingested

    Screen_Shot_2022-04-19_at_5.02.32_PM.png

  4. Do whatever you want with it with whatever action you desire. Maybe send the new contact details to your CRM! Awesome!

    Screen_Shot_2022-04-19_at_5.02.47_PM.png

New Communication Outbound

Description

This trigger will listen for communication received within the board of your choosing. A good use-case for this is if you combine this with the New Communication Inbound trigger to listen for communication occurring inside your boards.

Example

  1. Select Hatch’s New Communication Outbound Trigger

    Screen_Shot_2022-04-19_at_5.02.58_PM.png

  2. Authenticate with your API_Key

    Screen_Shot_2022-04-19_at_5.03.07_PM.png

  3. Choose Board to listen to for Outbound Communications

    Screen_Shot_2022-04-19_at_5.03.17_PM.png

  4. Do whatever you want with it with whatever action you desire. Maybe send the conversation to your own Slack channels so your team can monitor them even outside Hatch! Cool!

    Screen_Shot_2022-04-19_at_5.03.28_PM.png

New Communication Inbound

Description

This trigger will listen for inbound communication occurring inside the board of your choosing. A good use-case for this is if you combine this with the New Communication Outbound trigger to listen for communication occurring inside your boards. 

Example

  1. Select Hatch’s New Communication Inbound Trigger

    Screen_Shot_2022-04-19_at_5.03.41_PM.png

  2. Authenticate with your API_Key

    Screen_Shot_2022-04-19_at_5.03.49_PM.png
  3. Choose Board to listen to for Inbound Communications

    Screen_Shot_2022-04-19_at_5.03.59_PM.png

  4. Do whatever you want with it with whatever action you desire. Maybe send the conversation to your own Slack channels so your team can monitor them even outside Hatch! Cool!

    Screen_Shot_2022-04-19_at_5.04.07_PM.png

Frequently Asked Questions


Does Zapier cost money?

You can create 5 separate “Zaps” and run 100 “Tasks” per month for free. Essentially, you can pull 100 leads into Hatch per month before having to upgrade. See their full pricing here

On the free plan, Zaps will check for data every 15 minutes. If you working on Speed to Lead, we recommend upgrading your account so data is pulled more frequently into Hatch. 

How do I set up a speed to lead campaign?

Once a lead is sent to Hatch, we can automatically reach out to them through text, email, or voicemail. To get started, confirm that contact data is getting pulled into your Hatch Workspace. Then, create your campaign (we even have campaign templates if you need verbiage ideas). Then, inform your Customer Success Manager that you would like to turn on Speed to Lead.   

How can I see leads in Hatch?

If a contact responds to a campaign, they will pop up on your Board. If you ever want to see all your contacts at once, go to the Contacts Page. Here, you can use Saved Searches to drill down to look at specific contact groups.

Do you offer any direct integrations?

Currently, we can directly connect with HomeAdvisorModernizeQuinstreet, and more. Check out our full list of Partnerships on our website.

We can also connect with web forms on your website. 

 

To view the first section of this article, please click here.

To view the second section of this article, please click here.