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      MarketSharp

      An automatic and Bi-Directional sync between Hatch and Marketsharp

      Integrations

      Overview:

      • Type: CRM
      • Version: Prismatic/Hatch
      • Setup Type: Credentials
      • Sync Frequency: 1 hour 
      • Sandbox: YES

      Shared Data:

       

      Screen Shot 2022-09-20 at 11.05.21 AM

      Objects that Sync from MarketSharp Into Hatch

      • Appointment
      • Contact
      • Inquiry

        Any fields or values under these objects will be syncing in Hatch and are available in the Hatch product.

      Sync Rules:  How a Hatch contact gets updated by Marketsharp

      The following TRIGGERS cause the listed sync ACTIONS:

      • TRIGGER: A MarketSharp Appointment object is updated within the last 60 minutes before the sync began
        • ACTION: All MarketSharp Appointment object fields/values are sync’d
        • ACTION: The associated MarketSharp Inquiry object’s fields/values are sync’d
        • ACTION: The associated MarketSharp Contact object’s fields/values are sync’d
      • TRIGGER: A MarketSharp Inquiry object is updated within the last 60 minutes before the sync began and was not associated with a MarketSharp Appointment object during the sync
        • ACTION: All MarketSharp Inquiry object fields/values are sync’d
        • ACTION: The associated MarketSharp Contact object’s fields/values are sync’d

      MarketSharp to Hatch Opportunities


      Creating a Hatch Opportunity

      Sync’d MarketSharp objects will be joined and create a single NEW Hatch opportunity in one of the following combinations:

      • Appointment + Inquiry + Contact
      • Inquiry + Contact

      Updating a Hatch Opportunity

      The integration will update an existing Hatch opportunity when:

      • The sync’d External ID matches the existing opportunity’s External ID
      • The sync’d External Created At matches the existing opportunity’s External Created At

      Adding an additional Hatch Opportunity (Opp Sorting)

      • The sync’d External ID does not match the existing opportunity’s External ID
      • The sync’d External Created At does not match the existing opportunity’s External Created At
      Hatch to MarketSharp Field Mapping

      The following Hatch standard fields are mapped from MarketSharp data (on every Hatch opportunity):

      Hatch Standard Field MarketSharp Field
      Email Contact Email
      External ID Inquiry ID
      External Contact ID Contact ID
      External Created At Inquiry Created Datetime
      External Updated At (used for sorting) Contact Modified Datetime (if most recent) Appointment Modified Datetime (if most recent) Inquiry Modified Datetime (if most recent)
      First Name Contact First Name
      Last Name Contact Last Name
      Phone Cell Phone
        Cell Phone 1 (if above is missing)
        Cell Phone 2 (if above is missing)
        Work Phone (if above is missing)
        Work Phone 1 (if above is missing)
        Work Phone 2 (if above is missing)
        Home Phone (if above is missing)
        Home Phone 1 (if above is missing)
        Home Phone 2 (if above is missing)
        Other Phone (if above is missing)
        Other Phone 1 (if above is missing)
        Other Phone 2 (if above is missing)
        Company Phone (if above is missing)
        Assistant Phone (if above is missing)
        Car Phone (if above is missing)
        Pager (if above is missing)
      Status Appointment Result

      MarketSharp Customizations in Hatch Integration Settings:

      User options

      • Filter Contacts by Company ID — A true/false flag that indicates if the integration should only push contacts that match the parent company ID (if no sub-company ID is provided) or the sub-company ID (if a sub-company ID is provided) (default is false)
      • Push Communications to Activities — A true/false flag that indicates if the integration should push communication data back to MarketSharp Activities (default is true)
      • Push Communications to Notes — A true/false flag that indicates if the integration should push communication data back to MarketSharp Notes (default is false)

      Admin options

      • Disable Opportunities Backsync — A true/false flag that indicates if the integration should not allow back-syncs of MarketSharp Opportunities (default is false)
      • Disable Push Communications — A true/false flag that indicates if the integration should not push communications back to MarketSharp (default is false)
      • Employee ID — The employee ID that the integration will use for MarketSharp Notes and/or Activities created by Hatch (default is the employee ID used to authenticate the integration)
      • Sync Schedule — The schedule that dictates how often the integration attempts to sync (default is hourly)