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.

Integrate the Solve CRM API with the Twilio SendGrid API

Setup the Solve CRM API trigger to run a workflow which integrates with the Twilio SendGrid API. Pipedream's integration platform allows you to integrate Solve CRM and Twilio SendGrid remarkably fast. Free for developers.

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Add Email to Global Suppression with Twilio SendGrid API on New Company Created (Instant) from Solve CRM API
Solve CRM + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Contact Created (Instant) from Solve CRM API
Solve CRM + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Contact Tagged (Instant) from Solve CRM API
Solve CRM + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New User Created from Solve CRM API
Solve CRM + Twilio SendGrid
 
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Add or Update Contact with Twilio SendGrid API on New Company Created (Instant) from Solve CRM API
Solve CRM + Twilio SendGrid
 
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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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New Contact from the Twilio SendGrid API

Emit new event when a new contact is created

 
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Create Contact with the Solve CRM API

Create a new contact. See the docs here

 
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Add Email to Global Suppression with the Twilio SendGrid API

Allows you to add one or more email addresses to the global suppressions group. See the docs here

 
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Add or Update Contact with the Twilio SendGrid API

Adds or updates a contact. See the docs here

 
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Create Contact List with the Twilio SendGrid API

Allows you to create a new contact list. See the docs here

 
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Delete Blocks with the Twilio SendGrid API

Allows you to delete all email addresses on your blocks list. See the docs here

 
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Overview of Solve CRM

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.

Connect Solve CRM

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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}`,
      },
    })
  },
})

Overview of Twilio SendGrid

The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.

Connect Twilio SendGrid

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    sendgrid: {
      type: "app",
      app: "sendgrid",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.sendgrid.com/v3/user/account`,
      headers: {
        Authorization: `Bearer ${this.sendgrid.$auth.api_key}`,
      },
    })
  },
})

Community Posts

How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
Two days before Thanksgiving, I decided to put together a simple way for our family to share pictures, because we couldn’t be together in person. The idea: smart photo frames that everyone could text pictures to. Here’s how I got it working. tldr; A Pipedream workflow parses SMS messages sent to a Twilio phone number, extracting the pictures and then using SendGrid to email them to the dedicated email addresses used by our Pix-Star photo frames.

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