Connect AgentMail and Solve CRM
Integrate AgentMail with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Company in Solve360 when New Email Received in Agentmail
Create a Contact in Solve CRM when New Email Received in Agentmail
List Contact in Solve CRM when New Email Received in Agentmail
List Ownership in Solve-crm when New Email Received in Agentmail
List Category Tags from Solve CRM when New Email Received in Agentmail
Popular AgentMail + Solve CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
AgentMail
When this happens...
New Email Received
New Email Sent
New Email Delivered
New Email Bounced
New Spam Complaint
Choose an action
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Create a Company in Solve360 when New Email Received in Agentmail
Use this flowCreate a Contact in Solve CRM when New Email Received in Agentmail
Use this flowList Contact in Solve CRM when New Email Received in Agentmail
Use this flowList Ownership in Solve-crm when New Email Received in Agentmail
Use this flowList Category Tags from Solve CRM when New Email Received in Agentmail
Use this flowList Fields in Solve-crm when New Email Received in Agentmail
Use this flowCreate a Company in Solve360 when New Email Sent in Agentmail
Use this flowCreate a Contact in Solve CRM when New Email Sent in Agentmail
Use this flowList Contact in Solve CRM when New Email Sent in Agentmail
Use this flowList Ownership in Solve-crm when New Email Sent in Agentmail
Use this flowSupported Triggers & Actions
Everything you can automate between AgentMail and Solve CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Email Received
Runs when a new email arrives in a chosen inbox.
New Email Sent
Runs when an email is sent from a chosen inbox.
New Email Delivered
Runs when a sent email reaches the recipient's mail server.
New Email Bounced
Runs when a sent email bounces, with the bounce type and recipients.
New Spam Complaint
Runs when a recipient marks a sent email as spam.
New Company
Triggered when a new company record is created in Solve360.
Do thisActions
Action is the task that follows automatically within your AgentMail integrations.
Forward Email
Forward an email from an inbox to new recipients with an optional note.
Send Email
Send a new email from an inbox with text or HTML, attachments and labels.
Create Inbox
Create a new email inbox with an optional username, domain and display name.
Reply to Email
Reply to an email in its thread, to the sender or to everyone on it.
Update Email Labels
Add or remove labels on an email to track its state.
Send Draft
Send a saved draft from an inbox and optionally change its labels.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About AgentMail
AgentMail provides email inboxes and API tools for AI agents to send, receive, and manage email programmatically.
Learn moreSimilar apps
About Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your AgentMail and Solve CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between AgentMail and Solve CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Solve CRM. No coding required.
Yes. You can set up a workflow where AgentMail triggers actions in Solve CRM, and a separate workflow where Solve CRM triggers actions in AgentMail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between AgentMail and Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire AgentMail and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
