Connect Engage and Solve CRM to Build Intelligent Automations

Choose a Trigger

Engage

When this happens...

Choose an Action

Solve CRM

Automatically do this!

Ready to use Engage and Solve CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Update Contact

Update Contact

Triggers when update a contact.

Request a new Trigger for Engage

Do thisActions

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

Create New Customer

Create New Customer

Create a new customer.

Track User Event

Track User Event

Record an event on a user's profile in Engage.

List All Customers

List All Customers

List all customers and their details.

Create a Company

Create a Company

Creates a new company record in Solve360.

Create a Contact

Create a Contact

Creates a new contact in Solve360.

List Contact

List Contact

List all contact.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

Absolutely. You can customize how Engage 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 Engage and Solve CRM?

The data sync between Engage 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 Engage 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 Engage and Solve CRM?

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

Engage

About Engage

Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.

Learn More
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.

Learn More