Xama Hub + PipelineCRM Integration

Connect Xama Hub to PipelineCRM in 1 click

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1.
  • Xama Hub
    Risk assessment is deleted in Xama Hub Instant
  • Xama Hub
    Risk assessment is completed in Xama Hub Instant
  • Xama Hub
    Client is deleted in Xama Hub Instant
  • Xama Hub
    Client is updated in Xama Hub Instant
  • Xama Hub
    Client is created in Xama Hub Instant
  • Xama Hub
    Onboarding request is sent in Xama Hub Instant
  • Xama Hub
    Contact is deleted in Xama Hub Instant
  • Xama Hub
    Contact is updated in Xama Hub Instant
  • Xama Hub
    Contact is created in Xama Hub Instant
  • PipelineCRM
    Person is created in PipelineCRM Instant
  • PipelineCRM
    Company is created in PipelineCRM Instant
  • PipelineCRM
    Deal is created in PipelineCRM Instant
  • PipelineCRM
    Deal status is changed in PipelineCRM Instant
  • PipelineCRM
    Deal is moved in PipelineCRM Instant
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Ready Workflows Ready Workflows   for Xama Hub + PipelineCRM Integration

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

Create PipelineCRM person for new Xama Hub contact

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

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?
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Xama Hub + PipelineCRM Integration

Create PipelineCRM 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 PipelineCRM 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.
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PipelineCRM + Xama Hub Integration

Create Xama Hub contact from new PipelineCRM company

If you have created a company in PipelineCRM, it's important to create a contact in Xama Hub. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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PipelineCRM + Xama Hub Integration

Create Xama Hub contact for new PipelineCRM person

In order to keep your accounting and customer records in sync, when you create a person in PipelineCRM, 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 PipelineCRM 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
HubSpot logo
Xama Hub logo
Create Xama Hub contact for new HubSpot 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
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
HubSpot logo
Xama Hub logo
Create Xama Hub contact for new HubSpot 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
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 PipelineCRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
PipelineCRM logo
Create PipelineDeals person for new Elementor Forms form submission
02
Webflow (Legacy) logo
PipelineCRM logo
Create PipelineDeals person for new Webflow form submission
03
Simvoly logo
PipelineCRM logo
Create PipelineDeals person for new Simvoly form submission
04
WPForms logo
PipelineCRM logo
Create PipelineDeals person for new WPForms form submission
05
Mautic logo
PipelineCRM logo
Create PipelineDeals person for new Mautic form submission
cloud
PipelineCRM
app integration
06
HappyForms logo
PipelineCRM logo
Create PipelineDeals person for new HappyForms form submission
07
Elite Funnels logo
PipelineCRM logo
Create PipelineDeals person for new Elite Funnels form submission
08
Marquiz logo
PipelineCRM logo
Create PipelineDeals person for new Marquiz lead
09
Bit Form logo
PipelineCRM logo
Create PipelineDeals person for new Bit Form response
10
FormKeep logo
PipelineCRM logo
Create PipelineDeals person for new FormKeep submission
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You Can Also Connect Xama Hub or PipelineCRM With 1400+ Other Apps

Xama Hub
Xama Hub
Xama Hub is a secure identity orchestration platform that streamlines digital identity verification, authentication, and access management across systems with ease and flexibility.
PipelineCRM
PipelineCRM
PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!