Connect WhatConvert and Solve CRM
Integrate WhatConvert with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contact in Solve CRM when When a new lead is created in WhatConvert
Create Lead in WhatConvert when New Tagged Contact in Solve-crm
List Accounts from WhatConvert when New Tagged Contact in Solve-crm
Create Lead in WhatConvert when New Company in Solve-crm
List Users from WhatConvert when New Company in Solve-crm
Popular WhatConvert + Solve CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
WhatConvert
When this happens...
When a new lead is created
When an existing lead is updated
Choose an action
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
List Contact in Solve CRM when When a new lead is created in WhatConvert
Use this flowCreate Lead in WhatConvert when New Tagged Contact in Solve-crm
Use this flowList Accounts from WhatConvert when New Tagged Contact in Solve-crm
Use this flowCreate Lead in WhatConvert when New Company in Solve-crm
Use this flowList Users from WhatConvert when New Company in Solve-crm
Use this flowList Leads from WhatConvert when New Company in Solve-crm
Use this flowList Profiles from WhatConvert when New Contacts in Solve CRM
Use this flowFind or Create Lead in WhatConvert when New Tagged Contact in Solve-crm
Use this flowFind or Create Lead in WhatConvert when Update Contact in Solve CRM
Use this flowCreate a Contact in Solve CRM when When a new lead is created in WhatConvert
Use this flowSupported Triggers & Actions
Everything you can automate between WhatConvert and Solve CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
When an existing lead is updated
Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first created).
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 WhatConvert integrations.
Update Lead
Update an existing lead's contact, status, custom fields, or additional details.
List Accounts
List account details, optionally filtered by date range, sorted, and paginated.
Create Lead
Create a lead with contact, conversion attribution, and custom field details.
List Users
Retrieve a paginated list of users, optionally filtered by user type and sort order.
List Leads
List WhatConverts leads using optional filters, pagination, and selected response fields.
List Profiles
List profiles for an account with optional pagination, date range, and sorting.
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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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 WhatConvert
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your WhatConvert and Solve CRM 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 WhatConvert and Solve CRM 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 Solve CRM. No coding required.
Yes. You can set up a workflow where WhatConvert triggers actions in Solve CRM, and a separate workflow where Solve CRM triggers actions in WhatConvert. 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 WhatConvert and Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WhatConvert and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
