Connect EyeLevel AI and Solve CRM
Integrate EyeLevel AI with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Company in Solve360 when Update Documet in EyeLevel AI
Create a Contact in Solve CRM when Update Documet in EyeLevel AI
List Contact in Solve CRM when Update Documet in EyeLevel AI
List Ownership in Solve-crm when Update Documet in EyeLevel AI
List Category Tags from Solve CRM when Update Documet in EyeLevel AI
Popular EyeLevel AI + Solve CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
EyeLevel AI
When this happens...
Update Documet
New Ingest Document
New Group
Update Bucket
New Bucket
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 Update Documet in EyeLevel AI
Use this flowCreate a Contact in Solve CRM when Update Documet in EyeLevel AI
Use this flowList Contact in Solve CRM when Update Documet in EyeLevel AI
Use this flowList Ownership in Solve-crm when Update Documet in EyeLevel AI
Use this flowList Category Tags from Solve CRM when Update Documet in EyeLevel AI
Use this flowList Fields in Solve-crm when Update Documet in EyeLevel AI
Use this flowCreate a Company in Solve360 when New Ingest Document into EyeLevel AI
Use this flowCreate a Contact in Solve CRM when New Ingest Document into EyeLevel AI
Use this flowList Contact in Solve CRM when New Ingest Document into EyeLevel AI
Use this flowList Ownership in Solve-crm when New Ingest Document into EyeLevel AI
Use this flowSupported Triggers & Actions
Everything you can automate between EyeLevel AI and Solve CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Update Documet
Trigger when an existing Ingest document is updated.
New Ingest Document
Trigger when new Ingest document is created.
New Group
Trigger when new Group is created.
Update Bucket
Trigger when an existing bucket is updated.
New Bucket
Trigger when new bucket is created.
New Company
Triggered when a new company record is created in Solve360.
Do thisActions
Action is the task that follows automatically within your EyeLevel AI integrations.
Create Bucket
Creates a Bucket.
Update Bucket
Update an existing bucket.
Delete Bucket
Delete an existing bucket.
Create Group
Creates a Group.
Update Group
Update an existing group.
Delete Group
Delete an existing group.
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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AI will build it for you
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 EyeLevel AI
EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.
Learn more
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your EyeLevel AI 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 EyeLevel AI 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 EyeLevel AI triggers actions in Solve CRM, and a separate workflow where Solve CRM triggers actions in EyeLevel AI. 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 EyeLevel AI and Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire EyeLevel AI 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.
