Connect Coupontools and Solve CRM to Build Intelligent Automations

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Coupontools

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Coupon Claim

New Coupon Claim

Triggers when a coupon has a new claim

New Coupon Validation

New Coupon Validation

Triggers when a coupon has a new validation

New Directory Registration

New Directory Registration

Triggers when a new user appears in a directory

New Company

New Company

Triggered when a new company record is created in Solve360.

New Contacts

New Contacts

Triggers when you add a new contact.

New Tagged Contact

New Tagged Contact

Triggers when a specific tag is applied to a contact.

Do thisActions

Action is the task that follows automatically within your Coupontools integrations.

Send Coupon by Email

Send Coupon by Email

Send a coupon by email

Create Subaccount

Create Subaccount

Creates a new subaccount

Create Directory User

Create Directory User

Creates a new user for a directory

Create a Single Use Session for a coupon

Create a Single Use Session for a coupon

Create a single-use URL for a coupon.

Change Status Directory User

Change Status Directory User

(un)block user to (dis)allow Access to directory

Send Coupon by SMS

Send Coupon by SMS

Sends a coupon via sms

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Frequently Asked Questions

How do I start an integration between Coupontools and Solve CRM?

To start, connect both your Coupontools and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Coupontools triggers actions in Solve CRM (or vice versa).

Can we customize how data from Coupontools is recorded in Solve CRM?

Absolutely. You can customize how Coupontools 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.

How often does the data sync between Coupontools and Solve CRM?

The data sync between Coupontools and Solve CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Coupontools to Solve CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Coupontools and Solve CRM?

Yes, you can set conditional logic to control the flow of data between Coupontools 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.

Coupontools

About Coupontools

Coupontools is a powerful platform designed to create, distribute, and track digital coupons and vouchers. It offers businesses an efficient way to engage customers, boost sales, and enhance marketing campaigns through customizable and interactive coupon solutions.

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Solve CRM

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.

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