Search

Hatch integration

Leandro
Leandro
  • Updated

Feature Snapshot

Summary:
The Hatch integration automates the creation of leads in your Hatch account by seamlessly transmitting lead data from your LeadConduit flow.

Key Benefits:

  • Automates lead delivery to Hatch, reducing manual data entry
  • Minimizes errors through automatic field mapping and custom mapping options
  • Accelerates lead qualification and improves overall conversion by directly integrating with Hatch

Typical Use Cases:

  • Transferring web form submissions directly into Hatch
  • Integrating marketing campaign leads with Hatch’s CRM platform
  • Automatically routing leads to sales teams via Hatch for swift follow-up

How the Hatch integration works?

The Hatch integration is implemented as a recipient step within LeadConduit. When added to your flow, it automatically maps standard lead fields (such as first name, last name, email, phone, and address) to the corresponding fields in Hatch. Users are prompted to name the recipient step and enter their Hatch API credentials. Once configured, every lead processed through the flow is transmitted directly to Hatch, ensuring that the data is efficiently received and ready for further lead management.

Step‑by‑Step Instructions

  1. Edit Your Flow:
    Log into LeadConduit and open your desired flow by navigating to “Edit Flow”.
  2. Add an Integration Step:
    Click the “Add to Flow” button and select the “Integration” option to create a new recipient step.
  3. Search for Hatch Integration:
    In the integration search field, type “Hatch” and select the Hatch integration from the list.
  4. Name Your Recipient:
    Provide a unique name for the step (for example, “Hatch Lead Capture”) to easily identify it within your flow.
  5. Enter Hatch Credentials:
    Input your Hatch API credentials as provided by your Hatch account and follow any guidelines necessary for generating your API key.
  6. Verify and Adjust Field Mappings:
    Add any custom mappings if required.
  7. Save Your Flow:
    Confirm the configuration and save the flow to incorporate the Hatch integration.
  8. Test the Integration:
    Submit a test lead through your flow to ensure the data is transmitted correctly to your Hatch account.

Expected Result:
Leads submitted in the flow appear in your Hatch account with all mapped fields accurately populated.

Hatch configuration screen

Validation & Monitoring (optional)

  • Test the Setup:
    Submit a test lead and verify that it is received in your Hatch account with correct field mappings.
  • Where to Monitor?:
    Check the LeadConduit event logs and your Hatch dashboard to monitor lead transmissions and integration performance.

Best Practices

  • Securely store and regularly update your Hatch API credentials to ensure uninterrupted integration.
  • Verify pre-mapped fields and adjust custom mappings to match any specific requirements in your Hatch account.
  • Routinely test the integration with sample leads to maintain data accuracy and quickly identify any flow issues.

Troubleshooting

Symptom / Error Likely Cause Resolution
Lead not appearing in Hatch Incorrect API credentials or misconfigured field mappings Re-enter and verify your Hatch API credentials and review field mappings
Missing or incorrect lead data Incomplete or inaccurate field mapping setup Update and confirm all required field mappings in the Hatch integration
Integration error message is displayed Network connectivity issues or incorrect Hatch endpoint URL Check your network connection and confirm the correct Hatch endpoint URL

Frequently Asked Questions (FAQ)

What is the Hatch integration?

The Hatch integration is a LeadConduit recipient step that automates the creation of leads in your Hatch account by mapping and transmitting lead data directly from your flow.

Why is the Hatch integration important?

It streamlines the process of lead entry by reducing manual input, minimizes errors with automated field mapping, and enables faster lead qualification and distribution, ultimately improving conversion rates.

How do I use the Hatch integration?

To use the Hatch integration, add it as a recipient step in your LeadConduit flow, provide your Hatch API credentials, verify and adjust the field mappings as needed, save your flow, and test by submitting leads to confirm they appear correctly in your Hatch account.

Can I map any custom fields I might have in my Hatch account?

Yes, you can map any custom fields you might have with the Custom option in the Field Mappings from your Hatch step.

Hatch custom field mapping

Does the Hatch integration have any pre-mapped fields?

Yes, the integration will automatically map the following Hatch fields with LeadConduit’s Standard Fields:

Hatch field LeadConduit Standard field
firstName first_name
lastName last_name
email email
id event.id
phoneNumber phone_1
details street address_1
city city
state state
zip postal_code
country country
TrustedForm Cert URL trustedform_cert_url
leadSource source.name
custom_field *
source integration:active-prospect

Glossary

Term Definition
Hatch Integration A module in LeadConduit that sends lead data directly to Hatch’s CRM system.
Recipient Step A step within LeadConduit used to deliver lead data to external platforms like Hatch.
API Credentials Authentication keys provided by Hatch for secure API access during integrations.
Field Mapping The process of linking LeadConduit data fields to the corresponding fields in Hatch.

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.