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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

Home Appointments delivers leads into Hatch via webhook. Once setup is complete, Home Appointments sends new leads to Hatch, and Hatch creates a Contact and Opportunity record, which can be launched into a Speed to Lead campaign.

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Setup Instructions

When you connect Home Appointments from the App Marketplace, Hatch walks you through a guided Setup Tracker that automates the third-party coordination for you. Clicking Connect on the Home Appointments card will configure your workspace and contact Home Appointments 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 Home Appointments lead source. Review what was created and click Next Step.
  2. Request Setup — Hatch automatically sends a setup request email to Home Appointments asking them to begin delivering your leads. 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:
    • When Home Appointments opens the setup request email, the read receipt is recorded (a tooltip notes that read status may be inaccurate if Home Appointments blocks read receipts).
    • 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:home-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 Home Appointments leads into a Speed to Lead campaign.
No. The Setup Tracker sends the request email to Home Appointments automatically when you start the connection. You’ll be able to review exactly what was sent inside the tracker’s Request Setup step.
The Receive Leads step shows you whether Home Appointments has opened our setup email. 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 them 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 the standard lead identification fields (such as name, email, phone, and appointment details) when they’re present.