Connect Leadzen.ai and Solve CRM to Build Intelligent Automations

Choose a Trigger

Leadzen.ai

When this happens...

Choose an Action

Solve CRM

Automatically do this!

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 Leadzen.ai

Do thisActions

Action is the task that follows automatically within your Leadzen.ai integrations.

Get Credits

Get Credits

Get credits availability of your account.

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.

List Ownership

List Ownership

List all Ownership

List Category Tags

List Category Tags

Returns a collection of available contact tags.

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Frequently Asked Questions

How do I start an integration between Leadzen.ai and Solve CRM?

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

Can we customize how data from Leadzen.ai is recorded in Solve CRM?

Absolutely. You can customize how Leadzen.ai 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 Leadzen.ai and Solve CRM?

The data sync between Leadzen.ai 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 Leadzen.ai 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 Leadzen.ai and Solve CRM?

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

Leadzen.ai

About Leadzen.ai

Leadzen.ai is a powerful tool designed to streamline and enhance your lead generation process. By leveraging advanced AI algorithms, it helps businesses identify and connect with potential customers more efficiently. Whether you're looking to expand your customer base or improve your sales pipeline, Leadzen.ai provides the insights and data you need to succeed.

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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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