contact_history fields
Configuration for integrated CRM IDs
Configuration for integrated CRM IDs
We are rolling these out integration by integration, so they may be null for now. The API passess through appointment_id, invoice_id, and external_contact_id values directly from CRMs & lead sources integrated with Hatch.
- Appointment ID: The field that gets passed through, will be configured through the Reporting Settings, under Appointments.
- Invoice ID: The field that gets passed through, will be configured through the Reporting Settings, under Sales.
- External Contact ID: This field is not configurable, and based on Hatch’s own internal CRM mapping.
Contact status definitions
Contact status definitions
Hatch calculates contact_status values as campaigns progress. Use these labels to group performance inside your BI tools:
- In Progress: The contact is actively moving through automated steps and can still receive follow-ups.
- No Reply: Automation completed without a response from the contact.
- Replied: The contact responded, so the automation ended and the conversation moved to your team.
- Canceled: The contact was removed manually or due to rules (invalid info, opt-out, competing campaign, etc.).