Hatch

Welcome! This guide explains what you need to do to connect your Hatch account to Siro.

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What this integration enables

Hatch is an outreach automation platform that sends personalized follow-up messages to your prospects after a sales conversation. The Siro–Hatch integration allows Hatch to use insights extracted from your Siro recordings – like a customer’s main objection, commitment level, or pricing discussed – to automatically build and trigger tailored follow-up sequences. This is not a bidirectional data sync. Data flows one way: Siro’s AI-extracted conversation fields are read by Hatch to personalize outreach. Hatch does not write any data back to Siro.

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Before you begin

A supported CRM must already be connected to Siro before the Hatch integration can be set up. Hatch uses Siro’s CRM connection to identify the right prospects and route follow-up messages correctly. Supported CRMs:

• Salesforce
• HubSpot
• Microsoft Dynamics
• i360
• LeadPerfection
• ServiceTitan

If your organization is not yet connected to one of these CRMs in Siro, please set that up first. Contact your Siro Customer Success Manager if you need help.

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How to get set up

You don’t need to configure anything directly – setup is handled jointly by your Siro Customer Success Manager and your Hatch CSM. Once you’ve confirmed your CRM is connected and you’re ready to proceed, simply let your Siro CSM know. They will coordinate with Hatch to get your campaigns live, typically within 24 hours. For reference, Hatch’s own setup guide is available here: Hatch integration documentation.

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Managing your Hatch campaigns

Hatch follow-up campaigns are built and managed by your Hatch CSM – not from within Siro. If you need to make changes to your campaigns or sequences, reach out to your Hatch CSM directly. If you have any questions about how the integration works from Siro’s end, contact your Customer Success Manager or email us at support@siro.ai.