Create notes in Kommo for every new communication inbound in Hatch
Stay organized and efficient with this seamless workflow when you receive new messages in Hatch. This automation instantly creates a note in Kommunicate, allowing you to maintain records and response history with ease. Say goodbye to manual transfers of information between the two platforms and improve your customer service accuracy. Enjoy the benefits of this streamlined communication management process right away.
Stay organized and efficient with this seamless workflow when you receive new messages in Hatch. This automation instantly creates a note in Kommunicate, allowing you to maintain records and response history with ease. Say goodbye to manual transfers of information between the two platforms and improve your customer service accuracy. Enjoy the benefits of this streamlined communication management process right away.
- When this happens...New Communication Inbound
Triggers when there are outbound communications coming from Hatch whether sms, email, or voice drop.
- automatically do this!Create Note
Creates a new note.
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BoardIDRequired
Try ItBoardIDRequired
Try ItNew Company
Triggers when a new company is created.
Try ItNew Lead
Triggers when a new lead is created.
Try It
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
New Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created.
Try It