Connect exa.ai and Client Hub to Build Intelligent Automations

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Client Hub

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Enable Integrations or automations with these events of exa.ai and Client Hub

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Frequently Asked Questions

How do I start an integration between exa.ai and Client Hub?

To start, connect both your exa.ai and Client Hub accounts to viaSocket. Once connected, you can set up a workflow where an event in exa.ai triggers actions in Client Hub (or vice versa).

Can we customize how data from exa.ai is recorded in Client Hub?

Absolutely. You can customize how exa.ai data is recorded in Client Hub. This includes choosing which data fields go into which fields of Client Hub, setting up custom formats, and filtering out unwanted information.

How often does the data sync between exa.ai and Client Hub?

The data sync between exa.ai and Client Hub 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 exa.ai to Client Hub?

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 exa.ai and Client Hub?

Yes, you can set conditional logic to control the flow of data between exa.ai and Client Hub. 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.

exa.ai

About exa.ai

Exa.ai is a cutting-edge platform that leverages artificial intelligence to provide innovative solutions for various industries. It offers tools and services that enhance productivity, automate processes, and deliver insights through advanced AI algorithms.

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Client Hub

About Client Hub

Client Hub is a modern workflow platform with client experience built-in, offering an amazing client collaboration experience.

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