Sending HeavySet Tech Form Leads to Hatch

Overview

Integrating HeavySet Tech with Hatch allows you to automatically sync your form leads and CRM contacts directly to your Hatch account. This seamless integration ensures your leads are immediately available in Hatch for follow-up and nurturing campaigns.

Prerequisites

Before setting up the integration, you'll need:

• An active Hatch account at www.usehatchapp.com
• A Hatch API key (available from your Hatch account settings)
• A custom source configured in Hatch (e.g., "custom:webforms")

Configuring the Hatch Integration

Step 1: Navigate to CRM Settings

1. Log into your HeavySet Tech account
2. Go to CONNECTIONS → CRM → Edit Config
3. Select the CRM configuration you want to enable Hatch integration for

Step 2: Open Hatch Settings

1. Scroll down to the Secondary Integration Settings section
2. Click the Hatch icon button to open the Hatch Settings dialog

Step 3: Configure Hatch Settings

Enable Hatch Integration

Toggle this switch to On to activate the integration. When enabled, contacts will be synced to Hatch according to your other settings.

API Key (Required)

Enter your Hatch API key. This authenticates HeavySet Tech with your Hatch account.

• Where to find it: Log into Hatch → Settings → API Keys

Custom Source

Specify the custom source name for all contacts sent to Hatch.

• Format: custom:name (e.g., custom:webforms)
• Purpose: This URL will be automatically appended with a lead ID parameter (&l=[id]) and included in the contact details sent to Hatch
• Use Case: Perfect for Hatch campaigns - when clicked, the URL will take the lead directly to your scheduling page with their information pre-filled, eliminating the need for them to re-enter their details 
• Default: If left blank, no formUrl will be sent
• Optional: This field is not required for the integration to work

Form URL

Specify a URL to a HeavySet Tech form page that will be included with each contact sent to Hatch.

• Format: Must be a valid HTTPS URL (e.g., https://yourcompany.com/schedule)
• Default: If left blank, defaults to custom:webforms
• Important: This source must already exist in your Hatch account. Learn more about custom sources in Hatch.

Sync Form Submissions

When enabled, any lead submitted through a HeavySet Tech form will be automatically sent to Hatch.

• Default: Off

Sync All CRM Leads

When enabled, any leads read from your CRM (regardless of how they were created) will be sent to Hatch.

• Default: Off

Sync Leads With Appointments

When enabled, leads that have already scheduled an appointment will also be sent to Hatch.

• Default: Off (leads with appointments are NOT sent)

Step 4: Save Your Configuration

1. Click Okay to close the Hatch Settings dialog
2. Click Save at the bottom of the Edit Config page to apply your changes

What Happens After Enabling

Once you've enabled and saved your Hatch integration:

• Contacts will be automatically sent to Hatch based on your configuration
• Each contact is sent only once (duplicate prevention is built-in)
• Contacts are synced within seconds of form submission or CRM sync

Contact Information Sent to Hatch

• Basic Info: First name, last name, phone number, email
• Address: Street address, city, state, zip code
• Source: The custom source you configured
• Form URL: If configured, a personalized link to your scheduling page with the lead
• Additional Details: Product interest, sales rep name, lead disposition, and other CRM data

Exclusions

Contacts will NOT be sent to Hatch if:

• They have opted out of email or text communications
• They don't have a phone number or email address
• They have an appointment scheduled (unless "Sync Leads With Appointments" is enabled)

Verification

To verify your integration is working:

1. Submit a test lead through your HeavySet Tech form
2. If your form includes appointment scheduling, allow the lead to complete the appointment selection process
3. Wait approximately 5 minutes to give the lead time to select an appointment slot and for the system to process the submission
4. Check your Hatch account for the new contact
5. Verify the contact appears with the correct custom source

Note: If "Sync Leads With Appointments" is disabled, leads that schedule appointments will not appear in Hatch.

Troubleshooting

Contacts Not Appearing in Hatch

• Verify your API key is correctly entered and active
• Confirm your custom source exists in Hatch
• Ensure "Sync Form Submissions" or "Sync All CRM Leads" is enabled
• Check that the lead has a phone number or email address
• If testing with appointments, ensure "Sync Leads With Appointments" is enabled

Duplicate Prevention The integration automatically prevents duplicates.

---

If you’re not yet using HeavySet Tech, you can schedule a live demo here to see how our platform can benefit your business.