Integrations Solve CRM Collect.chat
Solve CRM + Collect.chat

Connect Solve CRM and Collect.chat to Build Intelligent Automations

Choose a Trigger

Solve CRM

When this happens...

Choose an Action

Collect.chat

Automatically do this!

Enable Integrations or automations with these events of Solve CRM and Collect.chat

Enable Integrations or automations with these events of Solve CRM and Collect.chat

Triggers

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.

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Actions

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.

List Fields

List Fields

Returns a collection of available contact fields.

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Frequently Asked Questions

How do I start an integration between Solve CRM and Collect.chat?

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

Can we customize how data from Solve CRM is recorded in Collect.chat?

Absolutely. You can customize how Solve CRM data is recorded in Collect.chat. This includes choosing which data fields go into which fields of Collect.chat, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Solve CRM and Collect.chat?

The data sync between Solve CRM and Collect.chat 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 Solve CRM to Collect.chat?

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 Solve CRM and Collect.chat?

Yes, you can set conditional logic to control the flow of data between Solve CRM and Collect.chat. 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.

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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Collect.chat

About Collect.chat

Collect.chat helps you make interactive chatbots for your website. Easily collect data, leads and feedbacks from your visitors on auto-pilot.

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