Connect Solve CRM and Pipl.ai
Integrate Solve CRM with Pipl.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a new workspace in Piplai when New Company in Solve-crm
Create a new campaign in Piplai when New Company in Solve-crm
List all campaigns in Piplai when New Company in Solve-crm
Get campaign status in Piplai when New Company in Solve-crm
Get campaign email accounts in Piplai when New Company in Solve-crm
Popular Solve CRM + Pipl.ai 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
Pipl.ai
Automatically do this!
Add a new workspace
Create a new campaign
List all campaigns
Get campaign status
Get campaign email accounts
Set campaign name
Pause campaign
Add leads to a campaign
Delete leads from a campaign
Lead Update
Adds Emails to the blocklist
Add a new workspace in Piplai when New Company in Solve-crm
Use this flowCreate a new campaign in Piplai when New Company in Solve-crm
Use this flowList all campaigns in Piplai when New Company in Solve-crm
Use this flowGet campaign status in Piplai when New Company in Solve-crm
Use this flowGet campaign email accounts in Piplai when New Company in Solve-crm
Use this flowSet campaign name in Piplai when New Company in Solve-crm
Use this flowPause campaign in Piplai when New Company in Solve-crm
Use this flowAdd leads to a campaign in Piplai when New Company in Solve-crm
Use this flowDelete leads from a campaign in Piplai when New Company in Solve-crm
Use this flowLead Update in Pipl.ai when New Company in Solve-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Solve CRM and Pipl.ai.
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.
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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From idea to automation.
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 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 Pipl.ai
Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Solve CRM and Pipl.ai 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 Pipl.ai 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 Pipl.ai. No coding required.
Yes. You can set up a workflow where Solve CRM triggers actions in Pipl.ai, and a separate workflow where Pipl.ai 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 Pipl.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Solve CRM and Pipl.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
