In this article, we'll cover the basics of our integration with JobNimbus. From what it does, to how to get started, and even frequently asked questions.
Integration Basics
What does the integration do?
Pull Contacts: Every hour, the integration will sync with JobNimbus to retrieve recently modified Contacts and Jobs in order to create a Hatch Contact & Opportunity.
Push Communications: Anytime a communication such as a call, text, or email takes place within Hatch, we’ll send that information back to JobNimbus’s Contact's Notes OR Job Notes.
What information does the integration pull into Hatch?
The integration pulls in any contact details such as Name, Phone Number, and Email from the Contact Record.
The integration also pulls in Jobs. Those are added to the Contact Details in Hatch. This will include things like Address, Quote Amount, Sales Representative. With these details, we can make your messaging extremely customized.
Optionally, you can choose also to include the activities from the job or contacts.
Where do Hatch communications show in my CRM?
Communications from Hatch can be sent back to either the Contact Notes or Job Notes section in JobNimbus. The type of communication, when it occurred, who sent it, etc. can be found in the body of the note.
The integration supports the following Hatch 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
Here’s what we need to get started:
- Within JobNimbus, create an API Key for Hatch. You can do this by logging into JobNimbus, going to Settings > API. The access profile created will need to able to access all jobs and contacts as well as create activities.
- In the Hatch Integrations Marketplace, activate the JobNimbus integration.
- Enter the API key previously created into the Hatch integration.
- Select your push communication preferences.
- Don't forget to hit Finish.
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 during onboarding...
- Correctly defining contacts statuses in your CRM
- Identifying your call type statues
- Deciding what contact details to use in campaign language
Frequently Asked Questions
Will Hatch change contact’s statuses in JobNimbus?
The integration does not update any status in JobNimbus through the integration. However, if you change the status in JobNimbus, Hatch will update that contact’s information next time it syncs.
How often does the sync with JobNimbus occur?
Hatch syncs with your CRM hourly.
What information is pushed back to JobNimbus?
The only thing Hatch will push back to JobNimbus is the communications that occurred in Hatch. This can include texts, emails, or calls. These will populate in JobNimbus under the contact or job's activities section
Check out our webhooks to see what additional options might be available to create a custom integration.