> ## 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.

# CRM Integrations

> Integrating your CRM with Hatch ensures your leads, contacts, and customer data flow seamlessly into your workspace — keeping your outreach automated, personalized, and powerful.

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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

### 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.

### Step 3: Click the CRM Tab

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

### 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**.

#### 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**

### 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.

### 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.

### 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.

### Related docs

[Integration Overview](/integrations/general/integration-overview)

[Understanding Your Integration](/integrations/general/understanding-your-integration)