Send text messages to newly created leads

When a new lead is created in Pipeline, automatically send a welcome SMS via Hatch to establish immediate contact.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Pipeline Explore Pipeline →

Triggers

New lead created

Fires when a new lead or contact is created in Pipeline.

Deal stage changed

Fires when a deal moves to a new stage in Pipeline.

Deal won

Fires when a deal is marked won in Pipeline.

Contact updated

Fires when a field on a contact changes in Pipeline.

Actions

Create or update contact

Creates or updates a contact in Pipeline.

Create deal

Creates a new deal in Pipeline.

Update deal stage

Moves a deal to a new stage in Pipeline.

Log activity

Logs a call, email, or note against a record in Pipeline.

Hatch Explore Hatch →

Triggers

New inbound SMS

Fires when a new text message is received in Hatch.

New call

Fires when a new call comes in or out through Hatch.

Missed call

Fires when a call is missed in Hatch.

Call recording ready

Fires when a call recording finishes processing in Hatch.

Actions

Send an SMS or MMS

Sends a text message through Hatch.

Place an outbound call

Starts an outbound call via Hatch.

Create or update a contact

Creates or updates a contact in Hatch.

Send a voice message

Sends a recorded voice message via Hatch.

Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Hatch, automatically log the activity on the contact's record in Pipeline. See details

Dispatch text confirmations on won deals When a deal is won in Pipeline, send an automated SMS via Hatch to confirm details with the client. See details

See all Pipeline + Hatch integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send text messages to newly created leads” between Pipeline and Hatch?

Yes — describe it in the box above and Knit's Integrations Agent researches Pipeline and Hatch's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Pipeline and Hatch help track phone communications?

Inbound calls, text messages, and missed calls handled in Hatch can automatically log activities or update lead profiles directly inside Pipeline.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Pipeline can prompt Hatch to send an automated SMS confirmation or message to the client.