Hatch + Workiz

Hatch + Workiz integrations

Create Hatch contacts from new Workiz leads

Stay on top of your lead management with this efficient workflow. Whenever a new lead is added in Workiz, it instantly creates a contact in your Hatch app. This ensures no potential client slips through the cracks and your customer base keeps growing. Simplify your lead-to-contact process and focus more on building relationships.

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

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More things you can do with Workiz and Hatch

Discover other triggers and actions you can use with Workiz and Hatch

Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
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Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
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

Job Status Change
Triggers when a job status is changed
Trigger
Polling
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New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write
- BoardID
  Required
Trigger
Instant
Try It
- BoardID
  Required
Trigger
Instant
Try It

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

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking