PT Distinction and Salesflare

How to connect PT Distinction

When client Added in PT Distinction, find or create account, then find or create contact, then add contact to account in Salesflare.
When client Added to Group in PT Distinction, find or create account, then find or create contact, then add contact to account in Salesflare.

PT Distinction enables overworked personal trainers to train more clients, take more time off, and get even better results.

Start a workflow when this happens

Client Added — Triggers when a new client is added.
Client Added to Group — Triggers when a client is added to a group.
Pre-Made Package Sign Up — Triggers when someone signs up to a pre-made package.

Things Salesflare can make it do

Add Client — Adds a new client. If a client with this email address has already been added it does nothing new.
Add Client to Group — Adds a client to a group.
Add Package to Client — Adds a Pre-Made Package to a clients account. Note that if the client isn't already set up you will need to use the Add Client action first.
Put Client Online — Sets the chosen client's account to online, giving the client online access.
Put Client Print Only — Sets the chosen client's account to print only.