HITEK CRM and Salesflare
How to connect HITEK CRM
- Via Zapier — 17 operations available. Set it up ↗
What you can automate
- When booking Completed in HITEK CRM, create meeting, then create call in Salesflare.
- When new Booking in HITEK CRM, create meeting, then create call in Salesflare.
- When new Customer in HITEK CRM, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Lead in HITEK CRM, find or create contact in Salesflare.
- When new Quote in HITEK CRM, create opportunity in Salesflare.
- When payment Completed in HITEK CRM, create opportunity, then find or create contact in Salesflare.
About HITEK CRM
HITEK CRM is a tint and PPF shop CRM to manage leads, quotes, bookings, and payments in one place.
HITEK CRM operations on Zapier
Triggers (7)
Start a workflow when this happens
- Booking Completed — Triggers when a booking is marked Completed.
- Invoice Generated — Triggers when an invoice is generated.
- New Booking — Triggers when a booking is created.
- New Customer — Triggers when a new customer is created via the partner API (or CRM when hooked).
- New Lead — Triggers when a new lead is created.
Show 2 more triggers
- New Quote — Triggers when a quote (deal) is created.
- Payment Completed — Triggers when a booking payment is completed.
Actions (7)
Things Salesflare can make it do
- Block Time on Schedule — Blocks a time window on the shop schedule so customers cannot book it.
- Create Customer — Creates or upserts a customer by email/phone.
- Create Lead — Creates a new lead.
- Create Note — Adds a note on a customer, booking, or quote.
- Create Quote or Booking — Creates a window tint / PPF / architectural quote or booking.
Show 2 more actions
- Send Message — Sends SMS and/or email to a customer.
- Update Booking Status — Updates a booking status (Upcoming, Ongoing, Completed, Canceled).
Searches (3)
Look up existing records
- Find Booking — Finds a booking by booking_id or booking_number.
- Find Customer — Finds a customer by email or phone (exact match).
- Find Lead — Finds a lead by email, phone, or name.
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