Connect Paddle and Solve CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Address
Choose an Action
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Ready to use Paddle and Solve CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggered when a new customer is created in Paddle.
New Address
Triggered when a new address is created in a specific customer.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
Do thisActions
Action is the task that follows automatically within your Paddle integrations.
Create Customer
Creates a new customer in Paddle.
Update Customer
Update an existing customer using their ID.
Generate an Aauthentication Token
Generate an authentication token for a customer.
Create an Address
Create an address for a customer.
Update an Address
Update an address of the customer.
Create a Business
Create a business for a customer.
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Frequently Asked Questions
To start, connect both your Paddle and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Paddle triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how Paddle 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 Paddle 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 Paddle 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.
About Paddle
Paddle is a comprehensive commerce platform designed to help software companies manage their billing, subscription, and payment processes. It offers a range of tools to streamline revenue operations, including payment processing, tax compliance, and customer management, making it easier for businesses to scale globally.
Learn MoreAbout 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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