Hatch

Push a new lead or customer record into a Hatch board, supplying name, phone number, email, and any custom fields your board requires.

Push a new lead into Hatch from an external lead source (Yelp, Angi, Google LSA, Thumbtack, or a custom source), mapping source-specific fields to the Hatch contact model.

Retrieve a Hatch contact record by ID or phone number, returning current contact details, board assignment, and communication history metadata.

Modify an existing Hatch contact's details — name, phone, email, or custom fields — keeping the Hatch record in sync with upstream CRM or form data.

Retrieve a filtered list of Hatch contacts by board, status, or date range for reporting, auditing, or batch processing.

Transfer a Hatch contact from one board to another, changing the campaign sequence and AI follow-up logic applied to that contact.

Send a direct SMS message to a Hatch contact outside of an automated campaign sequence — used for one-off or agent-initiated outreach.

Send a direct email to a Hatch contact outside of the automated sequence, enabling agent-initiated communication through Hatch's email channel.

Deliver a pre-recorded voicemail directly to a contact's voicemail inbox without ringing their phone — used for non-intrusive outreach at scale.

Retrieve the full communication log for a Hatch contact — SMS, email, and voice events — for use in CRM enrichment, reporting, or agent context-building.

Retrieve aggregate activity metrics for a Hatch board — contact count, message volume, reply rate — for weekly reporting and board health monitoring.

Mark a Hatch contact as opted out of messaging, stopping all outbound communications and recording the opt-out event for compliance purposes.

Search Hatch contacts by phone number, name, or email to check for duplicates, retrieve record IDs before updates, or verify a contact exists before creating a new one.

Fires within about a minute when a contact sends an inbound SMS, email, or voice reply inside a selected Hatch board — the entry point for any workflow that should react to a customer response.

Fires within about a minute when Hatch sends an outbound SMS, email, or voicemail to a contact — used to log outreach events, track campaign send volume, and trigger dependent workflows.

Fires within about a minute when a new contact is created in a Hatch board — used to kick off downstream workflows in other apps whenever a fresh lead enters the Hatch system.