Connect RouteLogic and Solve CRM to Build Intelligent Automations

Choose a Trigger

RouteLogic

When this happens...

Choose an Action

Solve CRM

Automatically do this!

Ready to use RouteLogic and Solve CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggers when a new task is created.

Task Updated

Task Updated

Triggers when a task is updated.

Task Deleted

Task Deleted

Trigger's when a task is deleted.

Sending Notifications

Sending Notifications

Triggers when a new notifications is sent.

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.

Do thisActions

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

Create Products  Task

Create Products Task

Create a new product task.

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.

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 RouteLogic and Solve CRM?

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

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

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

The data sync between RouteLogic 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 RouteLogic 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 RouteLogic and Solve CRM?

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

RouteLogic

About RouteLogic

Routelogic is a comprehensive route optimization and logistics management platform designed to streamline transportation operations. It offers advanced tools for planning, scheduling, and optimizing delivery routes, ensuring efficient and cost-effective logistics solutions for businesses.

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