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Integrations

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Overview:

  • Type: CRM
  • Version: App Marketplace
  • Setup Type: Credentials
  • Sync Frequency: 1 hour

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Setting Up the Integration

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Instructions

  1. Navigate to the Hatch app marketplace
  2. Click Connect on the Marketsharp integration
  3. Enter your Marketsharp company id and the credentials of the user that will provide API access
    1. Note: If you use a corporate <>child company structure, you will enter the corporate company id and the child company id separately. Reference an example here, if your login company were 1234-1:
  4. Complete additional configurations
  5. Click Finish to save.

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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.

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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 FieldMarketSharp Field
EmailContact Email
External IDInquiry ID
External Contact IDContact ID
External Created AtInquiry 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 NameContact First Name
Last NameContact Last Name
PhoneCell 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)
StatusAppointment Result

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MarketSharp Customizations in Hatch Integration Settings:

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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)

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Admin options

  • 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)