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How to Set Up CRM Integrations in Hatch

Integrating your CRM with Hatch ensures your leads, contacts, and customer data flow seamlessly into your workspace. This setup keeps your outreach automated, personalized, and powerful—so you can focus on closing deals while Hatch handles the rest.

Step 1: Open the Integrations Menu

1. In your Hatch workspace, open any workspace dropdown (for example, Speed to Lead).
   
   
2. Click Integrations from the dropdown menu.
   
   

Step 2: Welcome to the Hatch Marketplace

You’ll now be in the Hatch Marketplace, where you can connect both native and non-native tools directly to Hatch.

Step 3: Click the CRM Tab

At the top of the Marketplace, click CRM to view all available integrations.

Step 4: Connect Your CRM

All CRMs listed here are natively integrated with Hatch and sync automatically every 15 minutes.

Find your CRM in the list and click Connect.

Example: Connecting ServiceTitan to Hatch

Let’s walk through connecting ServiceTitan as an example.

Step 1: Start in the Hatch Marketplace

From the Integrations page, find ServiceTitan and click Connect, then Configure.

Step 2: Open ServiceTitan in a New Tab

On the left-hand side of your screen, you’ll see setup instructions. Open a new browser tab and log in to your ServiceTitan account.

Step 3: Locate API Application Access

In ServiceTitan, go to Settings → Integrations → API Application Access.

Step 4: Copy Your Tenant ID

You’ll see your Tenant ID at the top of the page. Copy it, paste it into Hatch, and send it to your Hatch Account Manager for activation.

Step 5: Connect New App

Once your Account Manager confirms, go back to ServiceTitan and click Connect New App (top-right corner).

Step 6: Select Hatch (Official)

Select Hatch (Official) from the app list.

Step 7: Copy and Paste Client ID

A Client ID will appear. Copy it and paste it into the Hatch integration page.

Step 8: Generate & Paste Client Secret

Click Generate in ServiceTitan to create your Client Secret, then copy and paste that into Hatch.

Click Next when finished.

Step 9: Select Your Data Sync Options

Choose which data you’d like Hatch to sync. We recommend selecting:

• • Appointments
  • Appointment Assignments
  • Technicians & Employees
  • Tag Types
  • Memberships
  • Membership Tags
  • Recurring Services
  • Equipment (if you’re running install campaigns)

Step 10: Set Data Return Destinations

Select where Hatch should send information back into ServiceTitan:

• • Job Notes
  • Customer Notes
  • Location Notes
  • You can choose one, two, or all three options.
    
    

Step 11: Continue Through Prompts

Click through the remaining setup prompts, keeping the same settings.

Step 12: Enable Calendar Integration

Toggle Calendar Integration to ON so Hatch can publish appointments directly into ServiceTitan.

Step 13: Finish Setup

Click Finish — and your integration is live.

Step 5: Complete the Integration Flow

Follow the step-by-step instructions in the left-hand sidebar of Hatch. Once complete, click outside the setup window to return to your dashboard.

You should now see your integration marked as Active. Give Hatch about 15 minutes to pull in your CRM contacts — then you’ll see data start populating in your workspace.

Step 6: For Non-Native CRMs

If your CRM isn’t listed, don’t worry. Click Other to open the CRM Authorization Form.

This form allows Hatch to securely connect to your CRM reports and upload data automatically each day.

Depending on your CRM, you can either:

• Provide login credentials, or
• Create an admin-level user for Hatch using the above email format.
  
  

Step 7: Wait for Data Team Setup

Once submitted, give the Hatch Data Team 2–3 business days to complete setup. After that, your CRM reports will automatically sync — no manual uploads required.

Your CRM is now fully integrated with Hatch. Your contacts and customer data are synced, and your campaigns are ready to roll. Now your AI CSR can handle the heavy lifting while your team focuses on closing.