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1. Choose trigger event
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Salesforce
2. Choose action
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1. Select the event
Setup
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Hatch
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Communication Inbound" from Hatch.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Hatch and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • BoardID
      Required
    Trigger
    Instant
    Try It
    • BoardID
      Required
    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
    Try It
    • History Object
      Required
    Trigger
    Polling
    Try It
    • 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
  • Salesforce triggers, actions, and search
    New Contact

    Triggers when a new Contact is created.

    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Hatch and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Hatch to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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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 moreLearn moreHelpHelp
Related categories
Phone & SMS
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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