Hatch + Salesforce

Create new Hatch contacts from new Salesforce leads

When a new lead emerges in Salesforce, keep your contact management up to speed with this efficient workflow. It directly creates a contact in the Hatch app, ensuring you never miss a beat when nurturing your potential customers. This seamless process eliminates manual data entry, making customer relationship management a breeze.

When a new lead emerges in Salesforce, keep your contact management up to speed with this efficient workflow. It directly creates a contact in the Hatch app, ensuring you never miss a beat when nurturing your potential customers. This seamless process eliminates manual data entry, making customer relationship management a breeze.

  1. When this happens...
    SalesforceSalesforce
    New Lead

    Triggers when a new Lead is created.

    TriggerPolling
  2. automatically do this!
    HatchHatch
    Create Contact

    Creates a contact

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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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.
Learn more

Related categories

  • Phone & SMS
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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