Connect Hex and CRM In Cloud to Build Intelligent Automations

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Hex

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Choose an Action

CRM In Cloud

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Enable Integrations or automations with these events of Hex and CRM In Cloud

Enable Integrations or automations with these events of Hex and CRM In Cloud

Actions

Create Collection

Create Collection

Creates a Hex collection with a name, optional description, and configurable sharing permissions for users, groups, and workspace members.

Create Group

Create Group

Create a new Hex group and add the selected users as members.

List Groups

List Groups

Retrieve all groups in your Hex workspace.

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Frequently Asked Questions

How do I start an integration between Hex and CRM In Cloud?

To start, connect both your Hex and CRM In Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Hex triggers actions in CRM In Cloud (or vice versa).

Can we customize how data from Hex is recorded in CRM In Cloud?

Absolutely. You can customize how Hex data is recorded in CRM In Cloud. This includes choosing which data fields go into which fields of CRM In Cloud, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Hex and CRM In Cloud?

The data sync between Hex and CRM In Cloud typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Hex to CRM In Cloud?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Hex and CRM In Cloud?

Yes, you can set conditional logic to control the flow of data between Hex and CRM In Cloud. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Hex

About Hex

Hex is a cutting-edge platform designed for tech enthusiasts and professionals, offering innovative solutions and tools to enhance your technological projects and workflows.

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CRM In Cloud

About CRM In Cloud

CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.

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