Contractors Cloud + Hatch

Create new Hatch contacts from new Contractors Cloud records

Streamline your workflow with this efficient automation that links the Contractors Cloud app and Hatch app together. Whenever a new record is added in Contractors Cloud, a corresponding contact is instantly created in the Hatch app. It's a simple yet effective way to ensure that no new records slip through the cracks, improving operational efficiency and consistency in managing your contacts.

Streamline your workflow with this efficient automation that links the Contractors Cloud app and Hatch app together. Whenever a new record is added in Contractors Cloud, a corresponding contact is instantly created in the Hatch app. It's a simple yet effective way to ensure that no new records slip through the cracks, improving operational efficiency and consistency in managing your contacts.

  1. When this happens...
    Contractors CloudContractors Cloud
    TriggerPolling
  2. automatically do this!
    HatchHatch
    Create Contact

    Creates a contact

    ActionWrite
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Supported triggers and actions

    • Lead Connection IdRequired

    • First Name

    • Last Name

    • Street address

    • City

    • State code

    • Zip (postal code)

    • Phone

    • Email

    • Site Type

    • Lead Source Name

    • Project Notes

    Action
    Write
    • BoardIDRequired

    Trigger
    Instant
    Try It
    • Contact first nameRequired

    • Contact last nameRequired

    • Contact phone number

    • Contact email

    • Contact details

    • Contact status

    • Board IDRequired

    • Source

    • Advanced: External Contact ID

    • Advanced: External ID

    Action
    Write
contractors-cloud logo
contractors-cloud logo

About Contractors Cloud

Contractors Cloud is a CRM and project management platform for roofers and specialty trade contractors to streamline projects and sales.

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
hatch logo
hatch logo

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.
Learn more

Related categories

  • Phone & SMS