Solve CRM

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

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Solve CRM API Integrations

Build and run workflows using the Solve CRM API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.

Overview

The Solve CRM API offers a variety of endpoints to manage customer relationships and sales processes programmatically. It enables users to create, read, update, and delete customer data, manage projects, track email communication, and automate workflows involving contacts and companies. Pipedream harnesses this power, allowing you to connect Solve CRM with a myriad of other apps and services to streamline sales pipelines, enhance customer engagement, and automate routine tasks.

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    solve_crm: {
      type: "app",
      app: "solve_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://secure.solve360.com/contacts`,
      auth: {
        username: `${this.solve_crm.$auth.email}`,
        password: `${this.solve_crm.$auth.api_token}`,
      },
    })
  },
})

Choose an API to Connect with Solve CRM API

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24
of
2,000+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Salesforce (REST API)
Salesforce (REST API)
Web services API for interacting with Salesforce
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify Developer App
Shopify Developer App
Shopify is a user-friendly e-commerce platform that helps small businesses build an online store and sell online through one streamlined dashboard.
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Snowflake
Snowflake
A data warehouse built for the cloud
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
ServiceNow
ServiceNow
The smarter way to workflow
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Example Use Cases

  • Lead Enrichment and Follow-Up: Automate the process of enriching new leads with additional data from external sources (like Clearbit) as soon as they are added to Solve CRM. Then, trigger an email sequence from a platform like SendGrid to engage these leads immediately.

  • Support Ticket Creation from Email: Monitor a dedicated support email inbox with an Email Trigger in Pipedream. Parse received emails for issues and automatically create corresponding support tickets in Solve CRM, assigning them to the appropriate team or individual.

  • Project Management Sync: When a new project is created in Solve CRM, trigger a workflow that creates a matching project in a project management app like Trello or Asana, syncing all necessary data. This keeps teams aligned across platforms and ensures seamless project tracking.

[Text] Convert Markdown to HTML with Formatting API on New User Created from Solve CRM API
Solve CRM + Formatting
 
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Create Contact with Solve CRM API on New Requests from HTTP / Webhook API
HTTP / Webhook + Solve CRM
 
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Add Single Row with Google Sheets API on New Contact Tagged (Instant) from Solve CRM API
Solve CRM + Google Sheets
 
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Create Contact with Solve CRM API on New Item in Feed from RSS API
RSS + Solve CRM
 
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Create Contact with Solve CRM API on New Message (Instant) from Discord API
Discord + Solve CRM
 
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New Company Created (Instant) from the Solve CRM API

Emit new event for each new company created. See the docs here

 
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New Contact Created (Instant) from the Solve CRM API

Emit new event for each new contact created. See the docs here

 
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New Contact Tagged (Instant) from the Solve CRM API

Emit new event when the specified tag is added to a contact. See the docs here

 
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New User Created from the Solve CRM API

Emit new event for each new user created. See the docs here

 
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Create Contact with the Solve CRM API

Create a new contact. See the docs here

 
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Authentication

Solve CRM uses API keys for authentication. When you connect your Solve CRM account, Pipedream securely stores the keys so you can easily authenticate to Solve CRM APIs in both code and no-code steps.

You can get your API Token under Solve menu > My Account > API Token.
For email, use the address asssociated to your Solve CRM account.