> ## 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.

# MarketSharp

> An automatic and Bi-Directional sync between Hatch and Marketsharp

### **Integrations**

### Overview:

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

### **Setting Up the Integration**

#### 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:*

   <img src="https://mintcdn.com/usehatchapp/v_VMk57hRIk0rCvf/images/integrations/crm-field-management-systems/image-png-Dec-27-2024-07-38-31-6013-PM.png?fit=max&auto=format&n=v_VMk57hRIk0rCvf&q=85&s=3bbe185e62e715265cc096c3c40ef913" alt="" width="655" height="555" data-path="images/integrations/crm-field-management-systems/image-png-Dec-27-2024-07-38-31-6013-PM.png" />
4. Complete additional configurations
5. Click  *Finish* to save.

### **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

* **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)
