Solve CRM
When this happens...
Infusionsoft by KeapTag Added to Contact (Legacy)
Then do this...
Solve CRMCreate Contact

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

Why Zapier?


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It's easy to connect Solve CRM + Infusionsoft by Keap and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Company

Triggers when you add a new company.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

New Tagged Contact

Triggers when a specific tag is applied to a contact.

Tag Existing Contact

Applies a tag to an existing contact.

New Contact

Triggers when you add a new contact.

Send Email

Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

New User

Triggers when you add a new user account.

Create Company

Create a new company.

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Create Contact

Create a new contact.

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Become a Zapier Integration Partner

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

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

See Infusionsoft by Keap Integrations