Connect telecrm and Hex to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Create Collection
Create Group
List Groups
Ready to use telecrm and Hex automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Create Collection
Create a collection with a name, optional description, and sharing settings for users, groups, or workspace members.
Create Group
Create a new group and add selected users as members.
List Groups
Retrieve all groups in your Hex workspace.
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Frequently Asked Questions
To start, connect both your telecrm and Hex accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Hex (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Hex. This includes choosing which data fields go into which fields of Hex, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Hex typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between telecrm and Hex. 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.
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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