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How Zapier works
Zapier makes it easy to integrate Solve CRM with Zoom - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from Solve CRM.
Add your action
An action happens after the trigger—such as "Create Meeting" in Zoom.
You’re connected!
Zapier seamlessly connects Solve CRM and Zoom, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Company
Triggers when you add a new company.
Try ItTriggerPolling - Category TagRequired
Try ItTriggerPolling- New User
Triggers when you add a new user account.
Try ItTriggerPolling - Shared With...
- Company Name
- Categories
ActionWrite
- New Contact
Triggers when you add a new contact.
Try ItTriggerPolling - Category TagRequired
Try ItTriggerPolling- New Workgroup
Triggers when a new workgroup is created.
Try ItTriggerPolling - Shared With...
- First Name
- Last Name
- Job Title
- Business Address
- Business Email
- Business Fax
- Business Phone Direct
- Business Phone Extension
- Business Phone Main
- Cellular Phone
- Home Address
- Home Phone
- Other Email
- Personal Email
- Website
- Categories
ActionWrite
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