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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

biztera

biztera

Biztera is a service for organizations to keep track of approval requests between members. For example, CFOs use Biztera to approve big ticket items, and keep track of expenses versus budget. IT managers use Biztera to request approval for expensive services to beef up security. By streamlining the approval process, Biztera eliminates ambiguity in the workplace and speeds up decision-making.

bizpay

bizpay

BizPay automates business expense management with corporate cards, UPI-enabled wallets, and apps, ensuring 360-degree real-time visibility and 100% control.

Birdie Screen Recording

Birdie Screen Recording

With Birdie Screen Recording, users can record their screen and voice and instantly share their feedback in less time than it would take to take screenshots, annotate them and type an email.

birdie

birdie

Birdie is a platform that allows people in product-related jobs to centralize and classify user feedback from many sources in a single place and get insights with the help of AI

Billy The Birthday Bot

Billy The Birthday Bot

Automate birthdays and work anniversaries celebrations in Slack

billitio

billitio

Access your billit.io account, be notified about your invoices, customers or payments.

billbjorn

billbjorn

BillBjorn is a tool to automate the data entry of bills and receipts into your accounting software.

BHuman

BHuman

BHuman , a powerful tool that allows you to generate customized videos using AI. With our API, you can easily integrate video generation capabilities into your applications and create stunning, personalized content for your users.

betterunite

betterunite

BetterUnite is a unified fundraising, event management, and donor management platform for nonprofits.

Better Proposals

Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Bento Everboarding

Bento Everboarding

Bento allows Product teams to design personalized onboarding flows that help customers and users take valuable actions and drive product engagement.

Behavior Tracker

Behavior Tracker

With the help of Behavior Tracker, you can manage your team's productivity and speed up your project delivery times with powerful analytics.

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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