Connect Solve CRM and Qminder to Build Intelligent Automations

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Solve CRM

When this happens...

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Qminder

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Add visitor to queue

Add visitor to queue

Triggers when a new visitor is added.

visitor checks in

visitor checks in

runs when visitor checks in

Do thisActions

Action is the task that follows automatically within your Solve CRM integrations.

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 Qminder?

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

Can we customize how data from Solve CRM is recorded in Qminder?

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

How often does the data sync between Solve CRM and Qminder?

The data sync between Solve CRM and Qminder 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 Qminder?

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 Qminder?

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

About Qminder

Qminder is a queue management system designed to streamline customer service and improve the waiting experience. It helps businesses manage queues efficiently, providing real-time data and insights to enhance customer satisfaction.

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