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.
Go to siteSolve CRM API Integrations
Build and run workflows using the Solve CRM API. Use 1000s of source-available triggers and actions across 2,400+ apps. Or write custom code to integrate any app or API in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
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.
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#
1-24of2,400+apps by most popular
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.
Popular Solve CRM Integrations#
Popular Solve CRM Triggers#
Emit new event for each new company created. See the docs here
Emit new event for each new contact created. See the docs here
Emit new event when the specified tag is added to a contact. See the docs here
Authentication#
Name Slug: solve_crmSolve 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.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies