Solve CRM
This app is a comprehensive CRM solution focusing on service management, team scheduling, and sales, integrating seamlessly with Google Email and Calendar. It simplifies record keeping, communication, and scheduling, automates workflows to improve consistency, and centralizes data to eliminate paper and spreadsheet reliance. It enhances collaboration by visualizing and scheduling activities across resources, while customizable features capture essential information for efficient use. The app boosts team productivity with automated reminders and accessible mobile apps, ensuring proactive support and streamlined operations, particularly for Google Calendar users.
Triggers
Trigger components allow you to start an automation flow when an event happens in the app.
Contact Created
Triggers when a contact is created in Solve CRM.
Actions
Action components allow you to perform operations on the app.
Create Activity
Create a new activity in Solve CRM linked to a parent item. See the docs here.
Create Category Tag
Create a new category tag. See the docs here.
Create Contact
Create a new contact. See docs here.
List Contacts
Fetch contacts from Solve CRM based on criteria. See the docs here.