Solve CRM + Xama Hub Integration

Connect Solve CRM to Xama Hub in 1 click

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1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • 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
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2.

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Ready Workflows Ready Workflows   for Solve CRM + Xama Hub Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Xama Hub + Solve CRM Integration

Create Solve CRM contact for new Xama Hub contact

If you are using Xama Hub, then you may want to also use Solve CRM 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 Solve CRM.

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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Solve CRM + Xama Hub Integration

Create Xama Hub contact from new Solve CRM company

If you have created a company in Solve CRM, 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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Solve CRM + Xama Hub Integration

Create Xama Hub contact for new Solve CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Solve CRM, 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 Solve CRM and Xama Hub!
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Automations

Top 10 Most Popular Solve CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Solve CRM logo
Amazing Marvin logo
Create Amazing Marvin task for new Solve CRM contact
Activate
Solve CRM logo
ClickSend SMS logo
Send ClickSend SMS message for new Solve CRM contact
Solve CRM logo
Twilio logo
Send Twilio sms for new Solve CRM contact
Solve CRM logo
SendGrid logo
Send SendGrid email for new Solve CRM contact
Solve CRM logo
SMTP logo
Send SMTP email for new Solve CRM contact
Solve CRM logo
Amazing Marvin logo
Create Amazing Marvin task for new Solve CRM contact
Activate
Solve CRM logo
ClickSend SMS logo
Send ClickSend SMS message for new Solve CRM contact
Solve CRM logo
Twilio logo
Send Twilio sms for new Solve CRM contact
Solve CRM logo
SendGrid logo
Send SendGrid email for new Solve CRM contact
Solve CRM logo
SMTP logo
Send SMTP email for new Solve CRM contact
Solve CRM logo
MessageBird logo
Send MessageBird message for new Solve CRM contact
Solve CRM logo
Online Live Support logo
Send Online Live Support message for new Solve CRM contact
Solve CRM logo
MailerSend logo
Send MailerSend message for new Solve CRM contact
Solve CRM logo
Telnyx logo
Send Telnyx message for new Solve CRM contact
Solve CRM logo
SMS Idea logo
Send SMS Idea message for new Solve CRM contact
Solve CRM logo
MessageBird logo
Send MessageBird message for new Solve CRM contact
Solve CRM logo
Online Live Support logo
Send Online Live Support message for new Solve CRM contact
Solve CRM logo
MailerSend logo
Send MailerSend message for new Solve CRM contact
Solve CRM logo
Telnyx logo
Send Telnyx message for new Solve CRM contact
Solve CRM logo
SMS Idea logo
Send SMS Idea message for new Solve CRM contact

Top 10 Most Popular Xama Hub Automations from
Integrately Community

Most popularmost-popular-automations
01
Xama Hub logo
HubSpot logo
Create HubSpot contact for new Xama Hub contact
02
Xama Hub logo
HubSpot logo
Create HubSpot task for new Xama Hub contact
03
HubSpot logo
Xama Hub logo
Create Xama Hub contact for new HubSpot contact
04
Xama Hub logo
CompanyHub logo
Create CompanyHub contact for new Xama Hub contact
05
Xama Hub logo
CompanyHub logo
Create CompanyHub task for new Xama Hub contact
cloud
Xama Hub
app integration
06
Xama Hub logo
SwipeOne logo
Create SwipeOne contact for new Xama Hub contact
07
Xama Hub logo
SwipeOne logo
Create SwipeOne task for new Xama Hub contact
08
Iterate logo
Xama Hub logo
Create Xama Hub contact for new Iterate survey
09
Xama Hub logo
Lunatask logo
Create Lunatask task for new Xama Hub contact
10
UpCoach logo
Xama Hub logo
Create Xama Hub contact for new UpCoach contact
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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Automation is ready
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750 Tasks
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Want to automate something else in your workflow?

You Can Also Connect Solve CRM or Xama Hub With 1400+ Other Apps

Solve CRM
Solve CRM
Solve provides a powerful solution to manage and scale customer service teams. From scheduling calls to sharing notes and documents, it eliminates the need for multiple tools while increasing efficiency and team workflows.
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.