Connect Superchat and Solve CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Created
Contact Updated
New Inbound Message
New Outbound Message
Note Created
Message Sending Failed
Conversation Done
Conversation Opened
Conversation Snoozed
Choose an Action
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Ready to use Superchat and Solve CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is modified.
New Inbound Message
Triggers when a new message is received.
New Outbound Message
Triggers when a new message is sent.
Note Created
Triggers when a new note is created.
Message Sending Failed
Triggers when sending an outbound message failed.
Do thisActions
Action is the task that follows automatically within your Superchat integrations.
Create Contact
Creates a new contact.
Create Note
Creates a note in a coversation.
Add Contact to Contact List
Adds a contact to a contact list.
Update Contact
Updates an existing contact.
Update Conversation
Updates an existing conversation.
List all channels
Lists all channels in workspace.
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Frequently Asked Questions
To start, connect both your Superchat and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Superchat triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how Superchat data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Superchat and Solve CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Superchat and Solve CRM. 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.
About Superchat
Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.
Learn MoreAbout 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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