Connect SiteSpeakAI and Solve CRM
Integrate SiteSpeakAI with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Company in Solve360 when When a new lead is captured in Sitespeak.ai
Create a Contact in Solve CRM when When a new lead is captured in Sitespeak.ai
List Contact in Solve CRM when When a new lead is captured in Sitespeak.ai
List Ownership in Solve-crm when When a new lead is captured in Sitespeak.ai
List Category Tags from Solve CRM when When a new lead is captured in Sitespeak.ai
Popular SiteSpeakAI + Solve CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
SiteSpeakAI
When this happens...
When a new lead is captured
When a new message is added to any conversation
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 When a new lead is captured in Sitespeak.ai
Use this flowCreate a Contact in Solve CRM when When a new lead is captured in Sitespeak.ai
Use this flowList Contact in Solve CRM when When a new lead is captured in Sitespeak.ai
Use this flowList Ownership in Solve-crm when When a new lead is captured in Sitespeak.ai
Use this flowList Category Tags from Solve CRM when When a new lead is captured in Sitespeak.ai
Use this flowList Fields in Solve-crm when When a new lead is captured in Sitespeak.ai
Use this flowCreate a Company in Solve360 when When a new message is added to any conversation in SiteSpeakAI
Use this flowCreate a Contact in Solve CRM when When a new message is added to any conversation in SiteSpeakAI
Use this flowList Contact in Solve CRM when When a new message is added to any conversation in SiteSpeakAI
Use this flowList Ownership in Solve-crm when When a new message is added to any conversation in SiteSpeakAI
Use this flowSupported Triggers & Actions
Everything you can automate between SiteSpeakAI and Solve CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is captured
Runs the workflow automatically whenever the embeddable AI agent on your website captures a new lead.
When a new message is added to any conversation
Runs the workflow automatically whenever a new message is added to any conversation.
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 SiteSpeakAI integrations.
List Chatbots
Retrieve the AI chatbots configured for your site so you can view or select them.
Ask the Chatbot
Send a question or message to the website AI chatbot—optionally continue a conversation—and receive a reply in the chosen format.
View Conversation History
Retrieve a chatbot's conversations and messages, with filters for conversation ID, result limit, sort order, and options to include sources or deleted messages.
List Leads
List leads captured by your SiteSpeak AI chatbot.
Create Suggested Answer
Create a suggested answer the AI agent will use for a specific question.
Create a Company
Creates a new company record in Solve360.
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 SiteSpeakAI
Sitespeak.ai (SiteSpeakAI) provides an embeddable AI agent for websites that’s trained on your site, docs, PDFs, and videos to answer questions, capture leads, book meetings, look up orders, and hand off to humans when needed. It supports 95+ languages, offers deep customization and analytics, and integrates with popular tools (e.g., WhatsApp, HubSpot, Slack, Shopify, WordPress, and Zapier) so the agent can automate real actions—not just replies.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SiteSpeakAI 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 SiteSpeakAI 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 SiteSpeakAI triggers actions in Solve CRM, and a separate workflow where Solve CRM triggers actions in SiteSpeakAI. 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 SiteSpeakAI and Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SiteSpeakAI 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.
