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 Formatting API
Setup the Solve CRM API trigger to run a workflow which integrates with the Formatting API. Pipedream's integration platform allows you to integrate Solve CRM and Formatting remarkably fast. Free for developers.
Popular Ways to Connect Solve CRM with Formatting#
Popular Solve CRM and Formatting 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
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#
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}`,
},
})
},
})
Connect Formatting#
export default defineComponent({
async run({ steps, $ }) {
const text = ' Hello world! ';
return text.trim()
},
})