Get The Referral + Hatch
Create contacts in Hatch from new leads in Get The Referral
Streamline your lead management process with this efficient workflow. When a new lead is added in Get The Referral, this automation creates a new contact in Hatch instantly. This seamless process allows you to focus on customer engagement and conversion, ensuring no potential clients slip through the cracks. Save time and improve your business operations with this simple yet effective solution.
Streamline your lead management process with this efficient workflow. When a new lead is added in Get The Referral, this automation creates a new contact in Hatch instantly. This seamless process allows you to focus on customer engagement and conversion, ensuring no potential clients slip through the cracks. Save time and improve your business operations with this simple yet effective solution.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a contact
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New Advocate
Triggers when a new advocate is created.
Try ItAdvocate ID or Email AddressRequired
Lead IDRequired
New Lead StatusRequired
Advocate Email AddressRequired
Project
Project StageRequired
Fail on missing project stageRequired
