Hatch + MarketSharp
Submit new Hatch contacts as leads in MarketSharp
When a new contact appears in Hatch, this workflow immediately transfers the lead to MarketSharp. This efficient process not only saves time but boosts productivity, reducing manual data entry while ensuring all potential customers are accounted for in MarketSharp. This workflow is an efficient solution to streamline your client management process.
When a new contact appears in Hatch, this workflow immediately transfers the lead to MarketSharp. This efficient process not only saves time but boosts productivity, reducing manual data entry while ensuring all potential customers are accounted for in MarketSharp. This workflow is an efficient solution to streamline your client management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Submit Lead
Submits a new Lead to your MarketSharp system. If the Lead already exists, then a new Inquiry is appended to the contact.
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BoardIDRequired
Try ItBoardIDRequired
Try ItCustom Lead CaptureRequired
First NameRequired
Last NameRequired
Phone Number
Email
Address Line 1
Address Line 2
City
State
Zip Code
Product Interests
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
