Get The Referral + Hatch
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.
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 Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a contact
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Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Try ItNew Lead
Triggers when a new lead is created.
Try ItAdvocate IdRequired
Product IdRequired
EmailRequired
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
Lead ID or Email AddressRequired
New Advocate
Triggers when a new advocate is created.
Try ItSales Rep IdRequired
EmailRequired
First NameRequired
Last NameRequired
PW
Country Code
Phone
Address Line 1
Address Line 2
City
State
Postal Code
Parent Advocate Id
Referral Code
XTRM User Id
Advocate ID or Email AddressRequired
Lead IDRequired
New Lead StatusRequired
Sale Amount
