Hatch + Sera Systems
Create new contacts in Hatch when customers are created in Sera Systems
Easily streamline your customer management process with this workflow. Whenever a new customer is added in Sera Systems, it instantly creates a new contact within your Hatch app. This efficient process ensures no customer details slip through the cracks, allowing for effective communication and better relationship management.
Easily streamline your customer management process with this workflow. Whenever a new customer is added in Sera Systems, it instantly creates a new contact within your Hatch app. This efficient process ensures no customer details slip through the cracks, allowing for effective communication and better relationship management.
- When this happens...Customer Created
Triggers when a new customer is created.
- automatically do this!Create Contact
Creates a contact
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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.
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About Sera Systems
Sera is the new era of field services software that includes automated dispatch scheduling, improved efficiency while providing a delightful experience to business owners, technicians and customers service teams.