PTminder and Salesflare

How to connect PTminder

When client Created in PTminder, find or create account, then find or create contact, then add contact to account in Salesflare.
When client Updated in PTminder, find or create account, then find or create contact, then add contact to account in Salesflare.

PTminder is a business management platform designed for Personal Trainers

Start a workflow when this happens

Class Created — Triggers when a class booking is created.
Class Updated — Triggers when a class booking is updated.
Client Created — Triggers when a new client is created.
Client Membership Assigned — Triggers when a client membership is assigned/purchased.
Client Membership Cancelled — Triggers when a client membership is manually cancelled by a user.

Show 7 more triggers

Client Membership Ended — Triggers when a client membership ends due to the expiration date.
Client Package Assigned — Triggers when a client package is assigned/purchased.
Client Package Finished — Triggers when a package finishes due to all the credits being used up.
Client Product Assigned — Triggers when a client product is assigned/purchased.
Client Updated — Triggers when a client is updated.
Session Created — Triggers when a session booking is created.
Session Updated — Triggers when a session booking is updated.