Get The Referral + Hatch

Get The Referral + Hatch integrations

Create contacts in Hatch from new leads in Get The Referral

Streamline your lead management process with this efficient workflow. When a new lead is added in Get The Referral, this automation creates a new contact in Hatch instantly. This seamless process allows you to focus on customer engagement and conversion, ensuring no potential clients slip through the cracks. Save time and improve your business operations with this simple yet effective solution.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create ContactCreates a contact
ActionWrite

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More things you can do with Get The Referral and Hatch

Discover other triggers and actions you can use with Get The Referral and Hatch

Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
- Advocate Id
  Required
- Product Id
  Required
- Email
  Required
- First Name
- Last Name
- Phone
- Address Line 1
- Address Line 2
- State
- City
- Postal Code
- Best Time to Contact
- External Id
- Is Lead From CRM?
- Note
Action
Write
- Lead ID or Email Address
  Required
Action
Write
- GTR Lead ID
  Required
- CRM Object ID
  Required
- message
Action
Write

- BoardID
  Required
Trigger
Instant
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- BoardID
  Required
Trigger
Instant
Try It

New Advocate
Triggers when a new advocate is created.
Trigger
Instant
Try It
- Sales Rep Id
  Required
- Email
  Required
- First Name
  Required
- Last Name
  Required
- PW
- Country Code
- Phone
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Parent Advocate Id
- Referral Code
- XTRM User Id
Action
Write
- Advocate ID or Email Address
  Required
Action
Write
- Lead ID
  Required
- New Lead Status
  Required
- Sale Amount
Action
Write
- Advocate Email Address
  Required
- Project
- Project Stage
  Required
- Fail on missing project stage
  Required
Action
Write
- BoardID
  Required
Trigger
Instant
Try It
- Contact first name
  Required
- Contact last name
  Required
- Contact phone number
- Contact email
- Contact details
- Contact status
- Board ID
  Required
- Source
- Advanced: External Contact ID
- Advanced: External ID
Action
Write

About Get The Referral

Get The Referral manages, connects and automates leads to your CRM.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Hatch

Hatch is a conversation messaging platform that allows companies to send text, emails, and voicemails to their customers to set appointments and close more sales.

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Related categories

Phone & SMS