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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.

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How it Works

Contractor Appointments delivers leads into Hatch via webhook. Once setup is complete, new leads are sent to Hatch, and Hatch parses the lead and creates a Contact and Opportunity record, which can be launched into a Speed to Lead campaign. Hatch captures the following fields from each Contractor Appointments lead: first name, last name, and email (required), plus phone number and ZIP code when provided.

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Setup Instructions

When you connect Contractor Appointments from the App Marketplace, Hatch walks you through a guided Setup Tracker that automates the workspace setup and partner coordination for you. Clicking Connect on the Contractor Appointments card will configure your workspace and contact Contractor Appointments (or your designated forwarding source) on your behalf. The Setup Tracker has four steps:
  1. Configure Hatch — Hatch automatically creates the workspace items you need (audience, campaign, workflow) wired to the Contractor Appointments lead source. Review what was created and click Next Step.
  2. Request Setup — Hatch automatically sends a setup request email to coordinate lead delivery. You can review the exact To, CC, and message body that Hatch sent. Click Next Step to continue.
  3. Receive Leads — Hatch waits for the first lead to arrive. This step shows you a live status:
    • The setup request email’s read receipt is recorded when the recipient opens it (a tooltip notes that read status may be inaccurate if read receipts are blocked).
    • After 24 hours, a Send Follow-Up Email button becomes available if you haven’t received leads yet.
    • This step will not complete until leads with a source value of integration:contractor-appointments have been received.
  4. Confirm Leads — Once leads start arriving, the tracker shows the incoming opportunities. Click Complete Setup to finish.
After completing the tracker, set up your audience and campaign workflow (if needed beyond what Hatch auto-created) to launch your Contractor Appointments leads into a Speed to Lead campaign.
No. The Setup Tracker sends the setup request email automatically when you start the connection. You’ll be able to review exactly what was sent — and to whom — inside the tracker’s Request Setup step.
The Receive Leads step shows you whether the setup request email has been opened. If 24 hours have passed and leads still haven’t started flowing, the tracker enables a Send Follow-Up Email button so you can nudge the recipient directly. Read receipts may not always be reliable if their mail system blocks them, so the follow-up is the most reliable signal.
Hatch captures first name, last name, and email (all required), plus phone number and ZIP code when included on the lead. If you need additional fields parsed or mapped, contact our support team and we can review what’s possible based on the format of the leads being forwarded.