Connect Fee Navigator and Solid Performers CRM to unlock the power of automation

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1. Choose trigger event

2. Choose action

1. Select the event

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New and Updated Analysis and Proposal" from Fee Navigator.

Add your action

An action happens after the trigger—such as "Add New Lead" in Solid Performers CRM.

You’re connected!

Zapier seamlessly connects Fee Navigator and Solid Performers CRM, 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 and Updated Analysis and Proposal
Triggers when a new analysis/proposal OR any subsequent updates are made in Fee Navigator.
Trigger
Instant
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Updated Proposal
Triggers when subsequent updates to an analysis/proposal are generated in Fee Navigator. It does NOT trigger on the initial analysis/proposal.
Trigger
Instant
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- Name
- Email
Trigger
Polling
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New Proposal
Triggers when a new analysis/proposal is generated in Fee Navigator. It does NOT trigger on any subsequent updates made to the analysis/proposal.
Trigger
Instant
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New Lead
Trigger when a new lead created in CRM
Trigger
Polling
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- Name
- Email
- Phone
- Company Name
- Executive
- Source Name
- Rating
- Stage
- Status
- Designation/Role
- Estimate Value
- Probability of Conversion
- Products
- Group
- Comments
- Details
Action
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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Fee Navigator and Solid Performers CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Fee Navigator to Solid Performers CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Fee Navigator

Fee Navigator provides instant AI-powered merchant statement analysis and proposals.

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Related categories

Proposal & Invoice Management

About Solid Performers CRM

We Help your Sales Team Close More Leads Faster & Smarter