Solve CRM Integration
Connect Solve CRM to Arahi's no-code AI Sales Agents and automate workflows in minutes.
About the Solve CRM integration
Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile. With Arahi AI, you can connect Solve CRM to Adversus, Clearbit, Contacts+ and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
- Category
- CRM
- Authentication
- keys
Solve CRM automation use cases
- Lead enrichment at ingest
- When a new lead lands in Solve CRM, auto-pull company data, social profiles, and firmographics before the rep ever sees it.
- Deal-stage alerts to Slack
- Route high-value deal movements from Solve CRM to a Slack channel the instant they cross a threshold.
- Meeting notes → Solve CRM contact record
- Log call summaries and next steps from Zoom or Meet straight into the matching Solve CRM contact.
- Duplicate contact deduping
- Flag and merge duplicate Solve CRM contacts as they appear instead of quarterly cleanup sprints.
Solve CRM workflow examples
- Add Jotform leads to Solve CRM
Every Jotform contact submission creates a Solve CRM record with the form source and any uploaded files attached for the mobile team.
Jotform submission creates Solve CRM contact with file attachments.
- Create Solve CRM activities from Google Calendar
When a Google Calendar event with a client tag is created, log a matching Solve CRM activity on the contact with date, location, and notes.
Google Calendar tagged event creates Solve CRM activity on contact.
- Text Solve CRM contacts via Twilio
When a Solve CRM record moves to Follow-up status, send a Twilio SMS from the assigned rep's number with a scheduled check-in question.
Solve CRM status Follow-up sends Twilio SMS from rep number.