Connect Webtiger and Solve CRM to Build Intelligent Automations

Choose a Trigger

Webtiger

When this happens...

Choose an Action

Solve CRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created

New Contract

New Contract

Triggers when a new contact is created

New Customer

New Customer

Triggers when a new customer is added

New Estimate

New Estimate

Triggers when a new estimate is created

New Invoice

New Invoice

Triggers when a new invoice is cretaed

New Proposal

New Proposal

Triggers when a new proposal is created

Do thisActions

Action is the task that follows automatically within your Webtiger integrations.

Add Lead

Add Lead

Creates a new lead

Add Contract

Add Contract

Creates a new contract

Add Customer

Add Customer

Creates a new customer in the system

Add Estimate

Add Estimate

Creates a new estimate in the system

Add Project

Add Project

Triggers when a new project is created

Add Proposal

Add Proposal

Creates a new proposal in the system

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Frequently Asked Questions

How do I start an integration between Webtiger and Solve CRM?

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

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

Absolutely. You can customize how Webtiger 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.

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

The data sync between Webtiger and Solve CRM 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 Webtiger to Solve CRM?

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 Webtiger and Solve CRM?

Yes, you can set conditional logic to control the flow of data between Webtiger 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.

Webtiger

About Webtiger

Webtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.

Learn More
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.

Learn More