Solve CRM + Chatbot Integration

Integrate Chatbot to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Receive messages, create contacts, update company profiles, alert your team, and trigger follow-ups automatically.

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
  • Chatbot
    Message is received in Chatbot Instant
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM

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Ready Workflows Ready Workflows for Chatbot + Solve CRM Integration

Capture leads from messages, create contacts, organise company records, alert your team, and send follow-ups, all in just one click.

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

Create Solve CRM contact for new Chatbot response

When someone completes your Chatbot, a new contact is automatically created in your Solve CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Chatbot is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Chatbot - Solve CRM integration set up makes it easy to manage your customer relationships and grow your business.
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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 Chatbot + Solve CRM flow

Teams often need to notify agents, sync marketing lists, and log communication history right after a new customer record is created. Pick a combination and activate it in one click.

Solve CRM
Chatbot
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GmailGmail (4)
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MailchimpMailchimp (4)
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SlackSlack (4)
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Google CalendarGoogle Calendar (4)
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CalendlyCalendly (4)
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StripeStripe (4)
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Create a Solve CRM contact from every Chatbot message, and send a confirmation email in Gmail
New Chatbot messages instantly create a contact in Solve CRM and trigger a confirmation email in Gmail, eliminating manual data entry.
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When a contact is created in Solve CRM, send a welcome message via Gmail and create a company in Solve CRM
Every new Solve CRM contact triggers a welcome email in Gmail and a company record, keeping your customer onboarding streamlined.
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Use ChatGPT to summarise every Chatbot message, create a Solve CRM contact, and send the summary via Gmail
ChatGPT summarises incoming Chatbot messages before creating a Solve CRM contact and emailing the briefing through Gmail.
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When a company is created in Solve CRM, send an internal alert via Gmail and log details from Chatbot
New company creation in Solve CRM triggers an instant notification email in Gmail alongside your Chatbot interaction history.

Supported triggers and actions for Solve CRM and Chatbot

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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Chatbot
Chatbot Triggers & Actions
Instant
Message is received in Chatbot
Triggers the automation when a new message is received
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No action is available

What can you automate with Chatbot + Solve CRM?

Streamline your messaging workflows by automatically creating contacts, syncing company records, and keeping your customer data up to date.

What you can automate?
💬
Create Solve CRM contacts from Chatbot messages
Capture every inbound chat message and automatically generate a corresponding contact record in Solve CRM without lifting a finger.
📋
Capture every submitted contact detail
Map names, email addresses, and specific form answers from chat conversations directly into your CRM fields instead of relying on manual copy-pasting.
🔔
Notify the right team member instantly
Trigger instant team alerts or email notifications the moment a high-value customer inquiry or new lead arrives in your chat system.
🔀
Route records based on submitted criteria
Evaluate inbound message content and route contacts or company accounts to different pipelines based on specific customer responses.
🔄
Keep customer records updated in real time
Ensure your CRM database reflects the latest conversation history and status changes as customer interactions progress.
🛡️
Prevent duplicate entries automatically
Check existing database records before creating new entries so your CRM remains clean and free of redundant contact files.
💳
Manage subscription and billing updates
Handle customer payment links, invoice generation, and billing profile setups as soon as account records are established.
🔌
Extend your workflow to external tools
Connect your core messaging and CRM data with email marketing, scheduling, or communication platforms for end-to-end automation.
And much more...

Who is Chatbot + Solve CRM integration for?

Support managers, customer success leads, and sales teams handling inbound messages rely on this integration to eliminate manual data entry and keep records perfectly synchronised.

Performance analysts
Performance analysts
Support agents
Support agents
Account managers
Account managers
Customer operations teams
Customer operations teams
Sales representatives
Sales representatives
Customer success managers
Customer success managers
📈
Performance analysts
You're reviewing inbound engagement metrics but your database only updates when someone manually exports chat logs, so the conversion counts you're reporting against are always a few hours behind — with this integration, every new contact lands in the CRM instantly and your data stays current.
Support agents
You need to respond to customer inquiries immediately, but messages arriving through chat fail to trigger automated record creation until someone checks them manually — with this integration, every inbound message creates a contact instantly and your team can act without delay.
🤝
Account managers
You answer to clients who expect prompt updates on their onboarding requests, but tracking conversation histories across separate tools causes missed follow-ups — with this integration, every client interaction is logged automatically and your status reporting remains accurate.
🔄
Customer operations teams
The volume of inbound bot messages is too high for anyone to keep up by hand, leading to unrecorded leads and fragmented customer histories — with this integration, every conversation creates structured records automatically and operational bottlenecks disappear.
🎯
Sales representatives
You own the outreach stage and depend on upstream chat conversations to be handed over cleanly, but manual entry delays leave hot leads waiting — with this integration, every new lead is passed straight into your CRM pipeline the moment it arrives.
🛡️
Customer success managers
You need a reliable interaction history for every account, but manual logging errors keep leaving frustrating gaps in customer timelines — with this integration, every customer touchpoint is recorded reliably from the start.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Solve CRM + Chatbot

Build and manage your Solve CRM + Chatbot 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 + Chatbot 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
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Chatbot to Solve CRM?
Frequently Asked Questions
You can connect Chatbot to Solve CRM in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking apps like Gmail, Slack, and Calendly instantly.
Can I automatically create Solve CRM contacts from incoming Chatbot messages?
Frequently Asked Questions
Can I connect Chatbot, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatbot and Solve CRM?
Frequently Asked Questions
How does Chatbot handle incoming data when syncing with Solve CRM?
Frequently Asked Questions
How do Solve CRM contacts and company records update from chat logs?
Frequently Asked Questions
Do I need coding skills to automate Chatbot and Solve CRM?
Frequently Asked Questions
Is the Chatbot and Solve CRM integration free?
Frequently Asked Questions
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You Can Also Connect Chatbot or Solve CRM With 1500+ Other Apps

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