Contractors Cloud + Hatch
Create new Hatch contacts from new Contractors Cloud records
Streamline your workflow with this efficient automation that links the Contractors Cloud app and Hatch app together. Whenever a new record is added in Contractors Cloud, a corresponding contact is instantly created in the Hatch app. It's a simple yet effective way to ensure that no new records slip through the cracks, improving operational efficiency and consistency in managing your contacts.
Streamline your workflow with this efficient automation that links the Contractors Cloud app and Hatch app together. Whenever a new record is added in Contractors Cloud, a corresponding contact is instantly created in the Hatch app. It's a simple yet effective way to ensure that no new records slip through the cracks, improving operational efficiency and consistency in managing your contacts.
- When this happens...New Record
Triggers when a new import record is created.
- automatically do this!Create Contact
Creates a contact
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New Record
Triggers when a new import record is created.
Try ItFirst Name
Last Name
Account Name
Street Address
City
State
Zip Code
Date
Project Number
Email Address
Phone Number
Phone (alternate)
Project Name
Latitude
Longitude
Event ID
Lead Source ID
Lead Source
Rep. Name
Status Name
Note 1
Note 2
Note 3
Note 4
BoardIDRequired
Try ItContact first nameRequired
Contact last nameRequired
Contact phone number
Contact email
Contact details
Contact status
Board IDRequired
Source
Advanced: External Contact ID
Advanced: External ID
