Hexfit and Salesflare
How to connect Hexfit
- Via Zapier — 15 operations available. Set it up ↗
What you can automate
- When new Client in Hexfit, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Task in Salesflare, create Task in Hexfit.
About Hexfit
Hexfit is an interprofessional customer monitoring software that allows you to optimize the achievement of your customers' objectives.
Hexfit operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Client — Triggers when a new client is created.
- New Intervention — Triggers when a new intervention is created.
Actions (12)
Things Salesflare can make it do
- Add Group Member — Adds a client to a group
- Assign Events Sequence — Assign Events Sequence to a Client
- Clone and Attribute Training — Clone and Attribute Training to a Client
- Create Client — Creates a new client.
- Create Intervention — Creates an Intervention in a Group or Client
Show 7 more actions
- Create Task — Creates a task in a group or client
- Delete Group Member — Deletes a Client from a group
- Find Client — Find a client by searching
- Send Document — Send a document to a client or group
- Send Message in Chat — Send a message to an user/group in the chat
- Update Client Custom Attribute — Updates a specific custom meta attribute for a client.
- User Create Meta — Create a meta entry (phone number, address, secondary email, etc.) for a user.
Searches (1)
Look up existing records
- Get Admin Report Results — Return the results of a admin report
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