Solve CRM + Autopilot Integration

Integrate Autopilot to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Automatically create contacts in Solve CRM whenever a contact is added in Autopilot, keeping your sales and marketing records aligned.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • Autopilot
    Contact is added in Autopilot Instant
  • Autopilot
    Contact is added to list in Autopilot Instant
  • Autopilot
    Contact is removed from list in Autopilot Instant
  • Autopilot
    Contact is unsubscribed in Autopilot Instant
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Autopilot
    Create contact in Autopilot
  • Autopilot
    Add contact to list in Autopilot
  • Autopilot
    Delete contact in Autopilot
  • Autopilot
    Unsubscribe contact in Autopilot
  • Autopilot
    Create list in Autopilot

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Ready Workflows Ready Workflows for Autopilot + Solve CRM Integration

Capture leads, create contacts, sync companies, alert your team, and update your CRM, all in just one click.

Most popular automationsmost-popular-automations
Autopilot + Solve CRM Integration

Create Solve CRM contact for new Autopilot contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Solve CRM contact and Autopilot contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Solve CRM + Autopilot Integration

Create Autopilot contact for new Solve CRM contact

If you're using Solve CRM to manage your sales leads, it's important to also use Autopilot to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Solve CRM, a corresponding contact will automatically be created in Autopilot.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Autopilot + Solve CRM flow

Sync marketing data with forms, calendars, email campaigns, billing, support, and team communication tools. Pick a combination and activate it in one click.

Solve CRM
Autopilot
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TypeformTypeform (4)
+
CalendlyCalendly (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
SlackSlack (4)
T
A
S
Turn every Typeform response into an Autopilot contact, and create a contact in Solve CRM.
New Typeform submissions immediately create contacts in Autopilot and Solve CRM, eliminating manual data entry.
T
A
S
Add Typeform respondents to Autopilot lists, and create a company record in Solve CRM.
Organise form leads into Autopilot lists while automatically establishing company records in Solve CRM.
T
A
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If a Typeform response indicates VIP status, create a priority contact in Autopilot and Solve CRM.
Route high-priority Typeform leads directly into Autopilot and Solve CRM based on submitted criteria.
T
A
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Use ChatGPT to summarise Typeform responses before creating contacts in Autopilot and Solve CRM.
Generate AI summaries of form submissions before syncing them to Autopilot and Solve CRM.

Supported triggers and actions for Solve CRM and Autopilot

Mix and match to build the exact automation you need

Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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Autopilot
Autopilot Triggers & Actions
Instant
Contact is added in Autopilot
Triggers the automation when a new contact is added
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Instant
Contact is added to list in Autopilot
Triggers the automation when a contact is added to a list
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Instant
Contact is removed from list in Autopilot
Triggers the automation when a contact is removed from a list
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Instant
Contact is unsubscribed in Autopilot
Triggers the automation when a contact unsubscribes from a mailing list
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Create contact in Autopilot
Adds a new contact to the database
Try it →
Add contact to list in Autopilot
Adds a contact to a designated list for easy management
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Delete contact in Autopilot
Removes a contact from the address book
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Unsubscribe contact in Autopilot
Removes contact from mailing list
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Create list in Autopilot
Generates a new list
Try it →

What can you automate with Autopilot + Solve CRM?

Streamline your customer journeys by connecting marketing automation workflows directly with your CRM operations.

What you can automate?
🔄
Sync every Autopilot contact to Solve CRM
Automatically create a contact in Solve CRM whenever a new contact is added in Autopilot. Keep your marketing lists and sales pipeline perfectly aligned without lifting a finger.
📋
Capture every custom field and detail
Map all submitted contact attributes from Autopilot straight into Solve CRM fields. Ensure your sales team has complete context for every incoming lead.
🔔
Alert your team instantly on Slack
Notify your sales channel the moment an important contact is created in Autopilot or Solve CRM. Ensure high-priority leads receive immediate attention.
🔀
Route contacts based on submitted data
Trigger different actions in Solve CRM depending on list membership or tags in Autopilot. Send VIP leads to senior reps while standard inquiries route automatically.
⏱️
Keep records updated as data changes
Automatically update Solve CRM records whenever a contact is modified or unsubscribed in Autopilot. Eliminate stale data across your entire customer stack.
🔍
Prevent duplicates with smart matching
Check existing records before creating new entries in Solve CRM from Autopilot events. Maintain a clean database without redundant contact profiles.
⚠️
Handle unsubscriptions and status changes
Instantly reflect opt-outs and list removals across both Autopilot and Solve CRM. Maintain compliance and keep communication preferences synchronised.
🌐
Extend workflows with third-party tools
Connect your core Autopilot and Solve CRM flow with Slack, Gmail, or Stripe for multi-step automations. Coordinate marketing, sales, and billing operations effortlessly.
And much more...

Who is Autopilot + Solve CRM integration for?

Marketing and sales professionals connect Autopilot and Solve CRM to eliminate manual data entry, streamline lead handoffs, and keep customer records perfectly aligned.

Marketing directors
Marketing directors
Support supervisors
Support supervisors
Account executives
Account executives
Sales operations leads
Sales operations leads
Customer success managers
Customer success managers
Data analysts
Data analysts
📈
Marketing directors
You're running multi-channel campaigns in Autopilot but your CRM records only update when someone manually exports lists, so the conversion metrics you're reporting on are always outdated — this integration means every new contact lands in Solve CRM instantly and your campaign reporting stays accurate.
🎧
Support supervisors
You manage incoming customer queries and need to review marketing history quickly, but team members waste time searching across separate platforms — automating both apps means contact details sync automatically and your support staff accesses complete histories right away.
🤝
Account executives
You depend on marketing leads being handed over promptly, but delays in manual data entry leave hot prospects waiting days for a response — this integration means every Autopilot contact creates a Solve CRM record immediately so you can follow up without delay.
Sales operations leads
You handle high volumes of inbound leads every day, but manual record creation causes backlogs and missing client history across systems — connecting these apps means contact syncing runs reliably in the background so your database remains clean and complete.
🎯
Customer success managers
You oversee onboarding journeys that start in marketing campaigns, but disconnected tools make it difficult to track engagement status across teams — automating both apps means onboarding lists update instantly and your client tracking is always current.
📊
Data analysts
You rely on clean audit trails for revenue and campaign analysis, but manual updates lead to missing records and mismatched customer data — this integration means every contact event logs consistently so your historical analytics are always reliable.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Solve CRM + Autopilot

Build and manage your Solve CRM + Autopilot automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Solve CRM + Autopilot with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Autopilot to Solve CRM?
Frequently Asked Questions
You can connect Autopilot to Solve CRM in one click using pre-built templates on Integrately, or use Integrately AI to set up custom workflows with apps like Slack, Gmail, and Stripe.
Can I automatically sync new Autopilot contacts to Solve CRM?
Frequently Asked Questions
Can I connect Autopilot, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Autopilot and Solve CRM?
Frequently Asked Questions
How are contact lists handled between Autopilot and Solve CRM?
Frequently Asked Questions
Can I create company records in Solve CRM from Autopilot triggers?
Frequently Asked Questions
Do I need coding skills to automate Autopilot and Solve CRM?
Frequently Asked Questions
Is the Autopilot and Solve CRM integration free?
Frequently Asked Questions
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