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Solve CRM Integration

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.

How to Integrate Solve CRM?

For Solve CRM integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Solve CRM.
  5. Drag and drop the Solve CRM component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Solve CRM account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!