Contractors Cloud + Hatch
Create new Hatch contacts from updated Contractors Cloud project/lead statuses
Maintain a streamlined flow of communication by using this workflow. Whenever there's a status change in your project or lead in Contractors Cloud, a new contact will instantly be created in your Hatch app. This automation eliminates manual data entry and ensures you won't miss out on valuable leads, allowing you to focus on project completion and customer satisfaction.
Maintain a streamlined flow of communication by using this workflow. Whenever there's a status change in your project or lead in Contractors Cloud, a new contact will instantly be created in your Hatch app. This automation eliminates manual data entry and ensures you won't miss out on valuable leads, allowing you to focus on project completion and customer satisfaction.
- When this happens...
- automatically do this!Create Contact
Creates a contact
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Lead Connection IdRequired
First Name
Last Name
Street address
City
State code
Zip (postal code)
Phone
Email
Site Type
Lead Source Name
Primary Rep Name
Project Notes
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
