What does the Siro integration do?
Hatch offers a native integration with Siro that you can activate within the App Marketplace (located in your Hatch workspace). This integration syncs Follow-up data from Siro to Hatch, and can also sync Hatch communications back to Siro. While active, the Siro integration will sync new and updated Siro Follow-up data every 15 minutes. It can also update Follow-up status in Siro when communications are sent from Hatch campaigns. To get started, open the App Marketplace in your Hatch workspace and follow the setup instructions below.How do you set up the integration?
Requirements
You will need the following to set up the integration:- Hatch account with manager privileges
- Siro account with admin access (the integration requires an admin user to create OAuth credentials)
Setup Steps
1
Open App Marketplace
In Hatch, open the App Marketplace.
2
Connect Siro
Under the CRMs tab, click the Siro Connect button.
3
Start Setup
In the window that appears, click the Start Setup button.
4
Provide API Token
Follow the steps of the setup, clicking the Next button after each screen is completed. You will need to provide your Siro API Token during setup.
5
Finish Setup
In the final screen of the setup, click the Finish button.
When the integration is first enabled, Hatch will automatically create an OAuth App in your Siro account. This is used to securely authenticate API requests. Hatch will also sync the last 2 months of Follow-up data from Siro.
When does Hatch sync data to/from Siro?
Siro → Hatch
Siro data can be synced to Hatch in the following scenarios. These options are configured during the integration setup.Keep in mind that syncs occur every 15 minutes.
- If a Follow-up record is created or updated in Siro, Hatch syncs the Follow-up record along with any associated customer data (see below for specific fields)
Only Follow-ups with a score higher than 3 are included by Siro. This means Hatch will only receive high-quality follow-up opportunities that Siro’s AI has identified as having strong potential.
Hatch → Siro
Hatch communications can be synced to Siro in the following scenarios. These options are configured during the integration setup. If enabled, Hatch will update the Follow-up status to “COMPLETED” and add the communication details to the Follow-up notes.Keep in mind that push communications occur instantaneously. There must be a Siro Follow-up record in Hatch at the time of the communication event in order for it to succeed.
- When a Hatch campaign sends a text/email/voicemail to a contact
- When a contact calls or sends a text/email/voicemail to a Hatch workspace
- When a Hatch user calls or sends a text/email to a contact
What Siro data is available in Hatch?
Detail Field Lists
The following fields are available in the opportunity details: Follow-up Opportunity| Field | Type |
|---|---|
| follow_up | Object |
| follow_up:repName | String |
| follow_up:dateCreated | Date |
| follow_up:followupId | String |
| follow_up:followupType | String |
| follow_up:score | Number |
| follow_up:followupAction | String |
| follow_up:updatedAt | Date |
| follow_up:status | String |
| follow_up:crmCustomer | Object |
| follow_up:crmCustomer:id | String |
| follow_up:crmCustomer:name | String |
| follow_up:crmCustomer:emailAddress | String |
| follow_up:crmCustomer:phoneNumber | String |
| follow_up:context | Object |
| follow_up:context:FollowupEmailHeader | String |
| follow_up:context:FollowupTextHeader | String |
Standard Field Mapping
Hatch standard fields are mapped from Siro detail fields as detailed below. Follow-up OpportunityThe base object of this opportunity model is the Siro Follow-up. Therefore, (as an example) the followupId field would indicate the ID of the Siro Follow-up record.
| Hatch Standard Field | Siro Detail Field |
|---|---|
| crmCustomer:emailAddress | |
| External ID | followupId |
| External Contact ID | crmCustomer:id |
| External Created At | dateCreated |
| External Updated At (used for Hatch opportunity sorting) | updatedAt |
| First Name | crmCustomer:name (first part of name) |
| Last Name | crmCustomer:name (second part of name) |
| Phone Number | crmCustomer:phoneNumber |
| Status | status |
Configuration Options
The following options can be configured during integration setup:- Enabled Resources — Choose which Siro data types to sync (Follow-ups)
- Sync user communications with Siro Follow Up Notes — Enable/disable pushing Hatch communications back to Siro
Frequently Asked Questions
Will Hatch change Follow-up statuses in Siro?
Will Hatch change Follow-up statuses in Siro?
Yes, if you have enabled the “Sync user communications with Siro Follow Up Notes” option. When the first campaign message is sent to a contact, Hatch will update the corresponding Follow-up status to “COMPLETED” and add the message content to the Follow-up notes.
How often does the integration sync?
How often does the integration sync?
Our integration syncs every 15 minutes.
What information is pushed back to Siro?
What information is pushed back to Siro?
When communications are sent from Hatch campaigns, the integration can update the Follow-up status to “COMPLETED” and add the message content to the Follow-up notes field in Siro. This helps sales reps track that outreach has been completed.
What happens when the integration is disconnected?
What happens when the integration is disconnected?
When the integration is disabled, Hatch will stop syncing data to and from Siro.
What Siro user permissions are required?
What Siro user permissions are required?
The integration requires admin access to your Siro organization. During setup, the first admin user of your organization will be used to create the OAuth credentials needed for API access.
Which Follow-ups does Hatch receive from Siro?
Which Follow-ups does Hatch receive from Siro?
Hatch receives Follow-ups that have a score higher than 3. Siro filters these on their end, so only high-quality follow-up opportunities are sent to Hatch. The score (ranging from 1-5) indicates how promising Siro’s AI considers the follow-up opportunity to be.