Connect Solve CRM and Nutshell
Integrate Solve CRM with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contact in Solve CRM when New Lead Created in Nutshell
List Activity Types in Nutshell when New Contacts in Solve CRM
Create a Company in Solve360 when New Lead Created in Nutshell
List Applicable Custom Fields in Nutshell when New Company in Solve-crm
Find User in Nutshell when New Contacts in Solve CRM
Popular Solve CRM + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
Solve CRM
When this happens...
New Company
New Contacts
New Tagged Contact
Update Contact
Choose an action
Nutshell
Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
List Tags
Find Customers
Find Leads
Create Person
Create Lead
Create Tag
List Contact in Solve CRM when New Lead Created in Nutshell
Use this flowList Activity Types in Nutshell when New Contacts in Solve CRM
Use this flowCreate a Company in Solve360 when New Lead Created in Nutshell
Use this flowList Applicable Custom Fields in Nutshell when New Company in Solve-crm
Use this flowFind User in Nutshell when New Contacts in Solve CRM
Use this flowCreate a Contact in Solve CRM when New Lead Created in Nutshell
Use this flowList Account in Nutshell when New Tagged Contact in Solve-crm
Use this flowList Ownership in Solve-crm when New Lead Created in Nutshell
Use this flowList Fields in Solve-crm when New Lead Created in Nutshell
Use this flowCreate a Company in Solve360 when New Lead Marked Won in Nutshell
Use this flowSupported Triggers & Actions
Everything you can automate between Solve CRM and Nutshell.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Lead Created
Runs when a new lead is created in Nutshell, within a configurable polling window.
New Lead Marked Won
Runs when a lead is marked won within a chosen time window.
Do thisActions
Action is the task that follows automatically within your Solve CRM integrations.
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
List Contact
List all contact.
List Ownership
List all Ownership
List Category Tags
Returns a collection of available contact tags.
List Fields
Returns a collection of available contact fields.
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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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 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
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Solve CRM and Nutshell 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 Solve CRM and Nutshell 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 Nutshell. No coding required.
Yes. You can set up a workflow where Solve CRM triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in Solve CRM. 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 Solve CRM and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Solve CRM and Nutshell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
