
When this happens...
Agent Activates Account
New Note Added
New Text Message Received
Transfer Digit Pressed

Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when Agent Activates Account.
Triggers when a new note is added by an agent for any call center campaign in your CallHub account.
Triggers when you receive a text message for any SMS campaign in your CallHub account.
Triggers when the transfer digit is pressed in a voice broadcast campaign
Triggered when a new company record is created in Solve360.
Triggers when you add a new contact.
Action is the task that follows automatically within your CallHub integrations.
Add a new contact to CallHub.
Create a new agent account and send them an invitation email.
Update a contact in CallHub using their phone number or contact ID.
Creates a new company record in Solve360.
Creates a new contact in Solve360.
List all contact.

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To start, connect both your CallHub and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHub triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how CallHub data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between CallHub and Solve CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CallHub and Solve CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.
Learn MoreSolve360 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.
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