Dex and Salesflare
How to connect Dex
- Via Zapier — 17 operations available. Set it up ↗
What you can automate
- When new Task in Salesflare, create Reminder in Dex.
About Dex
Dex is a personal CRM that helps you build stronger relationships.
Dex operations on Zapier
Actions (14)
Things Salesflare can make it do
- Add Contact to Group — Adds one or more contacts to a group in Dex.
- Create Group — Creates a new group in Dex.
- Create Note — Creates a Note in Dex
- Create Reminder — Creates a Reminder in Dex
- Create Tag — Creates a new tag in Dex.
Show 9 more actions
- Create or Update Contact — Creates or Updates a Contact in Dex
- Delete Contact — Deletes a contact from Dex.
- Find or Create Contact — Finds a contact by name/email, or creates one if none found.
- Find or Create Group — Finds a group by name, or creates one if none found.
- Find or Create Tag — Finds a tag by name, or creates one if none found.
- Remove Contact From Group — Removes one or more contacts from a group in Dex.
- Set Custom Field on Contact — Sets a custom field value on a contact in Dex.
- Tag Contact — Adds one or more tags to one or more contacts in Dex.
- Update Contact — Updates an existing contact in Dex. Use this to archive, star, or change contact fields.
Searches (3)
Look up existing records
- Find Contact — Finds a contact by name or email.
- Find Group — Finds a group by name.
- Find Tag — Finds a tag by name.
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