Connect Vista Social and Solve CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Vista Social
Choose an Action
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
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Actions and Triggers
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 Vista Social integrations.
List Profiles
Retrieves all connected social profiles.
Create Post
Create a new post on Vista Social
Create Comment
Create a comment for a given post.
Find Post
Retrieve the details of selected post.
Find Group
Retrieve the details of group by its name.
List Comments
Retrieve all the comments of a specific post.
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Frequently Asked Questions
To start, connect both your Vista Social and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Vista Social triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how Vista Social 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 Vista Social 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 Vista Social 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 Vista Social
Vista Social is an all-in-one social media management platform for brands and agencies
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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