In this article, we'll cover the basics of our integration with Jobber. From what it does, to how to get started, and even frequently asked questions.
What does the integration do?
Pull Contacts: Each night at 3 am EST, Hatch will make sure that all contacts from Jobber are pulled into your Hatch account and updated with the most recent information.
Push Communications: Anytime a communication such as a call, text, or email takes place within Hatch, we’ll send that information back to Jobber's Client Record automatically.
This integration does not offer Edit Contacts at this time. If you update the First and Last Name, Email, or Phone Number in Hatch, that change will not be reflected in your CRM. Update any contact information in the CRM, and wait for it to sync back to Hatch.
What information do you pull into Hatch?
We pull in the Contact’s name, phone number, and email address to get started. This is typically what we use to put contacts into a campaign. This information is pulled from Clients, Jobs, Quotes, and Requests.
We also pull in any contact details you may have in Jobber. This includes things like Address, Quote Amount, Sales Representative. With these details, we can make your messaging extremely customized.
How often does the integration sync?
Our integration will sync every night at 3 AM EST. Any contacts that were updated or created within the previous day in Jobber will be pulled into Hatch.
Where do Hatch communications show in Jobber?
When communications are sent back to Jobber, they will show up in the Client Record Internal Notes and Attachments. They will also show in the individual Job Record.
We support the following activity types:
- Hatch Inbound Call
- Hatch Outbound Call
- Hatch Inbound SMS
- Hatch Outbound SMS
- Hatch Inbound MMS
- Hatch Outbound MMS
- Hatch Inbound Email
- Hatch Outbound Email
- Hatch Inbound Voicemail
- Hatch Inbound Missed Call
Setting Up the Integration
1) To connect your Jobber account with your existing Hatch account, in Jobber go to the Gear Icon > App Marketplace and click on the card for Hatch.
In Jobber, you will need to authorize Hatch within the App Marketplace to get started.
2) You will be prompted to set up the authorization. Click Authorize Now. You will then see this screen and you will need to click Accept to allow Hatch to access data within Jobber.
Once you have authorized Hatch, you will be shown a code. Click Copy to Clipboard and send that information to your Customer Success Manager.
3) You will be given an authorization code from Hatch. Click Copy to Clipboard to copy the code.
4) Send that information to your Customer Success Manager.
5) We’ll confirm with you the details of your integration, and then turn on the integration for you.
Creating Audiences to Add to Campaigns
After getting a CRM integration set up, the next step is to start working on creating custom audiences with your data, and then adding those contacts to campaigns.
Here’s a couple of examples of what we’ll talk about...
- Correctly defining contacts statuses in your CRM
- Identifying your call type statues
- Deciding what contact details to use in campaign language
At this time, you can ask any outstanding questions you have about the CRM set-up.
Frequently Asked Questions
Will Hatch change contact’s statuses in Jobber?
We do not update any status in Jobber through the integration. However, if you change the status in Jobber, Hatch will update that contact’s information next time we sync (manually or at 3am EST). We recommend syncing before running campaigns just in case any status changes occurred during business hours.
How often is does the CRM sync?
We sync Hatch with your CRM every night. However, at any time, you can use the Sync Button on the contacts page to make sure you are up to date before launching contacts into the campaign.
What information is pushed back to Jobber?
The only thing we push back to Jobber is the communications that occurred in Hatch. This can include texts, emails, or calls. These will populate in Jobber under the Client Record Internal Notes and Attachments.
Does this integration pull in sold information?
No, we are unable to pull in sold information through integration. This is usually used to perform automatic sold audits. If that is something you would like on your account, please contact your Customer Success Manager and we can work with you.