Solve CRM Integrations

  • Create new Solve CRM contacts for new MailChimp subscribers

    Need to make sure you're extracting the most value from the relationship with your newsletter audience? Set up this MailChimp Solve CRM integration and you'll be able to plug them into your CRM directly. A new contact will be added to Solve CRM for each new subscriber on MailChimp from then on, making sure you've always got the latest customer data at your command with no further effort.

    How It Works

    1. A new subscriber is added on MailChimp
    2. Zapier automatically creates a new Solve CRM contact

    What You Need

    • MailChimp account
    • Solve CRM account
  • Add new Facebook Lead Ad leads as new contacts in Solve CRM

    Are you manually uploading Facebook leads into Solve CRM? Let Zapier do the heavy lifting for you. Once this integration is configured, new Facebook Lead Ad leads will automatically create new leads in Solve CRM for you, allowing you to follow-up with leads faster and more efficiently.

    How this Facebook Lead Ads-Solve CRM integration works

    1. A new lead is captured in Facebook Lead Ads
    2. Zapier creates a new lead in Solve CRM

    Apps involved

    • Facebook Lead Ads
    • Solve CRM
  • Send Gravity Forms Leads to Solve CRM

    Gravity Forms is one of the best WordPress form plugins. You can use Gravity Forms as an easy to build lead form on your site. Then this Gravity Forms Solve CRM integration makes it easy to save those leads from Gravity Forms into your Solve CRM automatically.

    How It Works

    1. Someone fills out your Gravity Forms form
    2. Zapier automatically sends that lead to Solve CRM

    What You Need

    • The Gravity Forms plugin
    • The Zapier Gravity Forms addon
    • A Solve CRM account
  • Create contacts on Solve CRM for new entries on Typeform

    Having a hard time capturing all the customer data coming in through Typeform? This Typeform Solve CRM integration can handle it all if you set it up. From that point on, every new entry on Typeform will automatically create a new contact on Solve CRM with the information, keeping your lists updated at all times while you're free to focus your attention elsewhere.

    How It Works

    1. A new entry is received on Typeform
    2. Zapier automatically creates a new Solve CRM contact

    What You Need

    • Typeform account
    • Solve CRM account
  • Send emails through Gmail for new contacts tagged on Solve CRM

    Want to reach out to particular Solve CRM customers or send their information to others with preset messages? There's no sense in copying and pasting all that data for each one when you can simply set up this Solve CRM Gmail integration to do the job. Doing so will guarantee that each new Solve CRM contact you tag will automatically send an email through Gmail to the indicated receipient(s), triggering reliably from then on.

    How It Works

    1. A new contact is tagged on Solve CRM
    2. Zapier automatically sends an email on Gmail

    What You Need

    • Solve CRM account
    • Gmail account
  • Automatically Send Hubspot contacts to Solve CRM

    Ever wanted to have your Hubspot Contacts automatically sent to Solve CRM? Now you can with this Zapier integration.

    How it Works

    • A new contact is created in Hubspot
    • Zapier automatically adds that contact to Solve CRM

    What you need

    • A Hubspot Account
    • A Solve CRM Account
  • Send new Solve contacts to Slack

    Worried about keeping your team all on the same page? Team communication tools can be a giant help, but how do you connect them to other apps you use every day? Enter Zapier, which can help bridge the gap between apps like Solve and Slack. Keep your team all on the same page in just a few clicks.

    How It Works

    1. A new contact is added to Solve
    2. Zapier automatically sends a message to Slack

    What You Need

    • Solve account
    • Slack account
  • Create Solve CRM Contacts via a Google Spreadsheet or Form

    Google Spreadsheets or Forms are a great way to collect new leads. Often times you want to manage those leads in a dedicated CRM though. This Google Spreadsheet Solve CRM integration makes it easy to add new spreadsheet rows as contacts in Solve CRM.

    How It Works

    1. Add a new row to a Google Spreadsheet
    2. Zapier automatically creates a new contact in Solve CRM

    What You Need

    • A Google Spreadsheet
    • A Solve CRM account
  • Create contacts on Solve CRM for new or updated contacts on ActiveCampaign

    Want to make sure all those new contacts you're acquiring are being added to your pipeline as efficiently as possible? Try out this ActiveCampaign Solve CRM integration to have them taken care of automatically. Just set it up to starting watching for new or updated contacts on ActiveCampaign, creating a new contact on Solve CRM for each one from then on, keeping up with all that information effortlessly so you don't have to.

    How It Works

    1. A new contact is received on ActiveCampaign
    2. Zapier automatically creates a new contact on Solve CRM

    What You Need

    • ActiveCampaign account
    • Solve CRM account
  • Create Personalized Documents from Solve 360 with WebMerge

    Want a simple way to make personalized documents—perhaps contracts or introductory letters—for your Solve 360 CRM contacts? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add a contact to Solve 360.

    How it Works

    Zapier will watch your Solve 360 account for new contacts. Whenever you add a new contact, it'll copy their info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.

    What You Need

    1. A Solve 360 Account with Contact Info
    2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

    Got that? Then let's get started.

  • Save Unbounce Leads to Your Solve CRM

    Unbounce is one of the best A/B testing landing page software apps on the market. Once you collect a lead through your landing page software you need to follow up with that lead. The Unbounce Solve CRM integration makes it easy to automatically add Unbounce leads to Solve CRM.

    How It Works

    1. Someone fills out your Unbounce lead form
    2. Zapier automatically adds that lead to Solve CRM

    What You Need

    • An Unbounce account
    • A Solve CRM account
  • Add Contacts to Solve from a Wufoo form

    A great way to keep track of your business relationships is with a CRM. Often getting your contacts into the CRM is cumbersome. This Wufoo Solve CRM integration solves that problem by making it easy to automatically add new contacts from a public form on your website to your Solve CRM.

    How It Works

    1. A contact fills out your Wufoo form
    2. Zapier automatically adds it to Solve CRM for you

    What You Need

    • A Wufoo account
    • A Solve CRM account
  • Automatically Send Infusionsoft contacts to Solve CRM

    Ever wanted to have your Infusionsoft Contacts automatically sent to Solve CRM? Now you can with this Zapier integration.

    How it Works

    • A new contact is created in Infusionsoft
    • Zapier automatically adds that contact to Solve CRM

    What you need

    • An Infusionsoft Account
    • A Solve CRM Account
  • Add guests from ibelsa.rooms reservations to Solve CRM

    Use Zapier to automatically add guests from your incoming ibelsa.rooms bookings to your Solve CRM.

    Note: This Zapier integration doesn't import existing guests into Solve CRM, only new attendees after you've set it up.

    How It Works

    1. A new reservation is made in the ibelsa.rooms hotel software
    2. Zapier adds the guest to Solve CRM

    What You Need

    • ibelsa.rooms account
    • Solve CRM account
  • Create new Solve CRM contacts for new mailparser.io emails

    Feeling like those email contacts are falling through the cracks a little too often? Try this integration with mailparser.io for a little automated organzation. From the moment you set it up, a new contact will be added to Solve CRM for every new email parsed by mailparser.io, making sure you catch each and every one, no matter how fast they come in.

    How It Works

    1. A new email is received by mailparser.io
    2. Zapier automatically creates a new Solve CRM contact

    What You Need

    • mailparser.io account
    • Solve CRM account
  • Create new Solve CRM contacts for new payloads caught by webhook URL

    Have customer data floating through your webhook pipeline? Tie it directly into Solve CRM with Zapier automation. Once active, this integration create a new contact on Solve CRM with the data from each payload caught by the custom webhook you define during setup. Leave the integration on and you'll never have to worry about missing customer data again!

    How It Works

    1. A new payload is caught by a webhook
    2. Zapier automatically creates a new Solve CRM contact

    What You Need

    • Solve CRM account
  • Send new contacts tagged on Infusionsoft to Solve CRM

    If you're regularly parsing through your Infusionsoft contacts for the ones who belong on Solve CRM as well, this Infusionsoft Solve CRM integration could save you a significant amount of time. After it's been completely set up it will trigger with each new contact you tag on Infusionsoft, creating a new contact on Solve CRM with the data, making sure that isolating those specific cases is always a click away.

    How It Works

    1. A new contact is tagged on Infusionsoft
    2. Zapier automatically creates a new Solve CRM contact

    What You Need

    • Infusionsoft account
    • Solve CRM account
  • Create contacts on Solve CRM for WooCommerce orders

    Want to make sure your customer relationships extend far beyond the first order? Capture all that data easily by putting this WooCommerce Solve CRM integration to work for you. Once you do, every new order on WooCommerce will automatically trigger the creation of a new contact on Solve CRM with the customer data, making sure that you have the best possible opportunity to develop those relationships.

    How It Works

    1. A new order is placed on WooCommerce
    2. Zapier automatically creates a new Solve CRM contact

    What You Need

    • WooCommerce account
    • Solve CRM account
  • Create contacts on Solve CRM for new Eventbrite attendees

    It's easy to lose track of some data during the rush of event planning. Don't let manual bottlenecks cost you future business—keep track of every single Eventbrite attendee by letting this Eventbrite Solve CRM integration watch for them. While it's active, every new attendee on Eventbrite will also add a new contact on Solve CRM, capturing all that data so the relationship can continue far past the event.

    How It Works

    1. A new attendee is added on Eventbrite
    2. Zapier automatically creates a new contact on Solve CRM

    What You Need

    • Eventbrite account
    • Solve CRM account
  • Create contacts on Solve CRM for new messages on Olark

    Using Olark to chat with your customers? Don't let that connection die out after the first issue—set up this Olark Solve CRM integration to bring that contact into your CRM automatically the moment they reach out. When you do, every new message received on Olark will automatically send the customer data to Solve CRM, creating a new contact as a result. Leave it active to enjoy error-free automatic organization from then on!

    How It Works

    1. A new message is received on Olark
    2. Zapier automatically creates a new contact on Solve CRM

    What You Need

    • Olark account
    • Solve CRM account
  • Create Solve CRM companies for new Gravity Forms submissions

    If all that company data coming through Gravity Forms is too valuable to be allowed to slip past you, activate this Gravity Forms Solve CRM integration to make sure nothing falls through the cracks. Once you do, a new company will be added to Solve CRM with the data from each new Gravity Forms submission you receive. Save time and make sure you always have the latest customer details at your command with Zapier automation!

    How It Works

    1. A new submission is received on Gravity Forms
    2. Zapier automatically creates a new company on Solve CRM

    What You Need

    • Gravity Forms account
    • Solve CRM account
  • Send HipChat messages for new contacts tagged on Solve CRM

    Want to alert your team of a few key contacts in your HipChat room, but don't have the time to send those messages yourself? Pass the job along to this Solve CRM HipChat integration and it'll be handled flawlessly. Once you do, every new contact you tag on Solve CRM will automatically send a message to a HipChat room with all their information, keeping everyone in the loop with a single click.

    How It Works

    1. A new contact is tagged on Solve CRM
    2. Zapier automatically sends a new message on HipChat

    What You Need

    • Solve CRM account
    • HipChat account
  • Create new detailed events on Google Calendar for new tagged contacts on Solve CRM

    Need to regularly highlight specific Solve CRM customers for your events on Google Calendar? If you set up this Solve CRM Google Calendar integration, we can take care of that for you and save your time. Once you do, every new contact you tag on Solve CRM will automatically create a new detailed event on Google Calendar, containing all the data you need to keep your schedule updated at all times.

    How It Works

    1. A new contact is tagged on Solve CRM
    2. Zapier automatically creates a detailed event on Google Calendar

    What You Need

    • Solve CRM account
    • Google Calendar account
  • Merge WebMerge documents with new tagged contacts on Solve CRM

    Spending too much time preparing the same documents for particular kinds contacts on Solve CRM? This Solve CRM WebMerge integration with WebMerge can prepare them all for you automatically with simple click. Just set it up and it will begin triggering for each new contact you tag on Solve CRM, merging their data into your WebMerge document so each one is prepared for you whenever you need it.

    How It Works

    1. A new contact is tagged on Solve CRM
    2. Zapier automatically merges the data with a WebMerge document

    What You Need

    • Solve CRM account
    • WebMerge account
  • Send new tagged Solve CRM contacts to Autopilot

    Feeling like your contacts should be moving more swiftly between your CRM and marketing? Try setting up this Solve CRM-Autopilot integration to automate the connection between the two. From that point on, every new contact you tag with the chosen term on Solve CRM will be sent to Autopilot, creating a new contact on the marketing platform so your outreach is always supplied with the very latest customer data.

    How It Works

    1. A new contact is tagged on Solve CRM
    2. Zapier automatically creates a contact on Autopilot

    What You Need

    • Solve CRM account
    • Autopilot account

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Solve CRM Integration Details
Premium

Launched on Zapier November 28, 2012

Zapier combines Triggers (like "New Company") and Actions (like "Create Company") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Solve CRM Triggers, Searches, and Actions are supported by Zapier:

New Company

Triggers when you add a new company.

New Tagged Contact

Triggers when a specific tag is applied to a contact.

New Contact

Triggers when you add a new contact.

New User

Triggers when you add a new user account.

New Workgroup

Triggers when you add a new workgroup.

New Tagged Contact (Beta)

Triggers when a specific tag is applied to a contact.

Create Company

Create a new company.

Create Contact

Create a new contact.

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Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.