Contractors Cloud + Hatch
Create new Hatch contacts from updated Contractors Cloud project/lead statuses
Maintain a streamlined flow of communication by using this workflow. Whenever there's a status change in your project or lead in Contractors Cloud, a new contact will instantly be created in your Hatch app. This automation eliminates manual data entry and ensures you won't miss out on valuable leads, allowing you to focus on project completion and customer satisfaction.
Maintain a streamlined flow of communication by using this workflow. Whenever there's a status change in your project or lead in Contractors Cloud, a new contact will instantly be created in your Hatch app. This automation eliminates manual data entry and ensures you won't miss out on valuable leads, allowing you to focus on project completion and customer satisfaction.
- When this happens...An Update in a Project/Lead Status
Triggers when a project status is updated by the workflow.
- 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
