Hatch + Workiz
Create Hatch contacts from new Workiz leads
Stay on top of your lead management with this efficient workflow. Whenever a new lead is added in Workiz, it instantly creates a contact in your Hatch app. This ensures no potential client slips through the cracks and your customer base keeps growing. Simplify your lead-to-contact process and focus more on building relationships.
Stay on top of your lead management with this efficient workflow. Whenever a new lead is added in Workiz, it instantly creates a contact in your Hatch app. This ensures no potential client slips through the cracks and your customer base keeps growing. Simplify your lead-to-contact process and focus more on building relationships.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a contact
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
BoardIDRequired
Try It