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Solve CRM

Solve CRM

Create integrations between Solve CRM and your favorite App

Create effective Solve CRM automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Solve CRM

Solve CRM

Solve CRM

PocketGuard

PocketGuard

Toshl Finance

Toshl Finance

Toshl Finance is a personal finance management tool that helps users track their expenses, manage budgets, and gain insights into their financial habits. It offers features like expense tracking, budget planning, and financial reports to help users make informed financial decisions.

Wally

Wally

Wally is a comprehensive personal finance management platform that helps users track their expenses, set budgets, and achieve their financial goals. With intuitive tools and insights, Wally empowers individuals to take control of their financial well-being.

Simplifi by Quicken

Simplifi by Quicken

Simplifi by Quicken is a personal finance management tool designed to help users track their spending, budget effectively, and achieve their financial goals. It offers features such as real-time updates on financial accounts, customizable budgets, and insightful reports to simplify financial planning.

Moneydance

Moneydance

Moneydance is a personal finance software that offers a comprehensive suite of features for managing your finances, including budgeting, tracking investments, and handling online banking. It provides users with tools to efficiently manage their financial data and make informed financial decisions.

EveryDollar

EveryDollar

EveryDollar is a budgeting tool designed to help individuals and families manage their finances effectively. It provides users with a simple and intuitive platform to create budgets, track expenses, and achieve financial goals.

Personal Capital

Personal Capital

Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.

InfluxDB

InfluxDB

InfluxDB is a time series database designed to handle high write and query loads, making it ideal for storing and analyzing time-stamped data such as metrics, events, and analytics.

Neo4j

Neo4j

Neo4j is a leading graph database platform that enables organizations to unlock the value of connections, influences, and relationships in data. It is designed to handle highly connected data and is used for a variety of applications such as fraud detection, real-time recommendations, and network management.

Cassandra

Cassandra

Apache Cassandra is a highly scalable, distributed NoSQL database designed to handle large amounts of data across many commodity servers, providing high availability with no single point of failure.

MariaDB

MariaDB

MariaDB is a popular open-source relational database management system that is a fork of MySQL. It is designed to offer a robust, scalable, and secure database solution for developers and businesses, providing enhanced performance and features over its predecessor.

SQLite

SQLite

SQLite is a C-language library that implements a small, fast, self-contained, high-reliability, full-featured, SQL database engine. It is the most used database engine in the world, embedded in countless applications and devices.

Actions and Triggers

When this happensTriggers

New Company

New Company

Triggered when a new company record is created in Solve360.

New Contacts

New Contacts

Here you will get recent contacts

Request a new trigger

Do thisActions

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.

Request a new action

Real-World Use Cases of Solve CRM Integrations

See how Solve CRM integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate solve-crm with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and solve-crm databases.
  • Integrate solve-crm with MySQL to automatically sync records, facilitating seamless data exchange between solve-crm and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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