Xama Hub + Close Integration

Connect Xama Hub to Close in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Xama Hub
    Risk assessment is deleted in Xama Hub Instant
  • Xama Hub
    Contact is created in Xama Hub Instant
  • Xama Hub
    Contact is updated in Xama Hub Instant
  • Xama Hub
    Contact is deleted in Xama Hub Instant
  • Xama Hub
    Onboarding request is sent in Xama Hub Instant
  • Xama Hub
    Client is created in Xama Hub Instant
  • Xama Hub
    Client is updated in Xama Hub Instant
  • Xama Hub
    Client is deleted in Xama Hub Instant
  • Xama Hub
    Risk assessment is completed in Xama Hub Instant
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
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2.
  • Xama Hub
    Create client in Xama Hub
  • Xama Hub
    Create contact in Xama Hub
  • Xama Hub
    Search contact in Xama Hub
  • Xama Hub
    Update contact in Xama Hub
  • Xama Hub
    Send onboarding request in Xama Hub
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close

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Ready Workflows Ready Workflows   for Xama Hub + Close Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Xama Hub + Close Integration

Create Close contact for new Xama Hub contact

If you are using Xama Hub, then you may want to also use Close to manage your customer relationships. With the help of this automation, whenever you create a contact in Xama Hub, a corresponding contact will be created in Close.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
See more
Xama Hub + Close Integration

Create Close task for new Xama Hub contact

With the growth of Xama Hub, many companies are looking for ways to connect their Xama Hub account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Close every time a contact is created in Xama Hub.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
See more
Close + Xama Hub Integration

Create Xama Hub contact for new Close contact

In order to keep your accounting and customer records in sync, when you create a contact in Close, this automation will automatically create a contact in Xama Hub.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Close and Xama Hub!
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Automations

Top 10 Most Popular Xama Hub Automations from
Integrately Community

Just click on the workflow you want to automate

Xama Hub logo
HubSpot logo
Create HubSpot contact for new Xama Hub contact
Xama Hub logo
HubSpot logo
Create HubSpot task for new Xama Hub contact
Xama Hub logo
CompanyHub logo
Create CompanyHub contact for new Xama Hub contact
Xama Hub logo
CompanyHub logo
Create CompanyHub task for new Xama Hub contact
CompanyHub logo
Xama Hub logo
Create Xama Hub contact from new CompanyHub company
Xama Hub logo
HubSpot logo
Create HubSpot contact for new Xama Hub contact
Xama Hub logo
HubSpot logo
Create HubSpot task for new Xama Hub contact
Xama Hub logo
CompanyHub logo
Create CompanyHub contact for new Xama Hub contact
Xama Hub logo
CompanyHub logo
Create CompanyHub task for new Xama Hub contact
CompanyHub logo
Xama Hub logo
Create Xama Hub contact from new CompanyHub company
Xama Hub logo
SwipeOne logo
Create SwipeOne contact for new Xama Hub contact
Xama Hub logo
SwipeOne logo
Create SwipeOne task for new Xama Hub contact
Iterate logo
Xama Hub logo
Create Xama Hub contact for new Iterate survey
Xama Hub logo
Lunatask logo
Create Lunatask task for new Xama Hub contact
UpCoach logo
Xama Hub logo
Create Xama Hub contact for new UpCoach contact
Xama Hub logo
SwipeOne logo
Create SwipeOne contact for new Xama Hub contact
Xama Hub logo
SwipeOne logo
Create SwipeOne task for new Xama Hub contact
Iterate logo
Xama Hub logo
Create Xama Hub contact for new Iterate survey
Xama Hub logo
Lunatask logo
Create Lunatask task for new Xama Hub contact
UpCoach logo
Xama Hub logo
Create Xama Hub contact for new UpCoach contact

Top 10 Most Popular Close Automations from
Integrately Community

Most popularmost-popular-automations
01
Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
02
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
03
GroovePages logo
Close logo
Create Close contact for new GroovePages response
04
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
05
Formsite logo
Close logo
Create Close contact for new Formsite form submission
cloud
Close
app integration
06
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
07
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
08
OnceHub logo
Close logo
Create Close task for new OnceHub booking
09
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
10
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
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How Integrately Works?

1
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2
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3
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Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Close or Xama Hub With 1500+ Other Apps

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