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Documentation Index

Fetch the complete documentation index at: https://docs.usehatchapp.com/llms.txt

Use this file to discover all available pages before exploring further.

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Step 1: Open the Integrations Menu

  1. In your Hatch workspace, open any workspace dropdown (e.g. Speed to Lead)
  2. Click Integrations from the dropdown menu

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Step 2: Welcome to the Hatch Marketplace

You’ll now be in the Hatch Marketplace, where you can connect both native and non-native tools directly to Hatch.

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Step 3: Click the CRM Tab

At the top of the Marketplace, click CRM to view all available integrations.

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Step 4: Connect Your CRM

All CRMs listed are natively integrated with Hatch and sync automatically every 15 minutes. Find your CRM and click Connect.

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Example: Connecting ServiceTitan

  1. Find ServiceTitan and click Connect, then Configure
  2. Open a new browser tab and log in to your ServiceTitan account
  3. Go to Settings → Integrations → API Application Access
  4. Copy your Tenant ID, paste it into Hatch, and send it to your Hatch Account Manager for activation
  5. Once your Account Manager confirms, click Connect New App (top-right in ServiceTitan)
  6. Select Hatch (Official) from the app list
  7. Copy the Client ID and paste it into the Hatch integration page
  8. Click Generate to create your Client Secret, then copy and paste it into Hatch — click Next
  9. Select your data sync options. Recommended: Appointments, Appointment Assignments, Technicians & Employees, Tag Types, Memberships, Membership Tags, Recurring Services, Equipment (for install campaigns)
  10. Set data return destinations — choose from Job Notes, Customer Notes, and/or Location Notes
  11. Click through remaining setup prompts keeping the same settings
  12. Toggle Calendar Integration to ON so Hatch can publish appointments directly into ServiceTitan
  13. Click Finish

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Step 5: Complete the Integration Flow

Follow the step-by-step instructions in the left-hand sidebar. Once complete, click outside the setup window to return to your dashboard. Your integration should now show as Active. Give Hatch about 15 minutes to pull in your CRM contacts.

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Step 6: For Non-Native CRMs

If your CRM isn’t listed, click Other to open the CRM Authorization Form. This allows Hatch to securely connect to your CRM reports and upload data automatically each day. Depending on your CRM, you can either provide login credentials or create an admin-level user for Hatch.

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Step 7: Wait for Data Team Setup

Once submitted, give the Hatch Data Team 2–3 business days to complete setup. After that, your CRM reports will automatically sync — no manual uploads required. Integration Overview Understanding Your Integration