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.
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.
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.
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Gmail (4)
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Mailchimp (4)
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Slack (4)
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Google Calendar (4)
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Calendly (4)
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Stripe (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.
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Add every Chatbot message contact to Solve CRM, and subscribe them to your Mailchimp audience
New Chatbot inquiries instantly populate Solve CRM and add subscribers to Mailchimp lists without manual exports.
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When a contact is created in Solve CRM, add them to Mailchimp and create a company record
Solve CRM contacts are automatically synced to Mailchimp mailing lists and paired with company records.
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Use Claude to segment Chatbot leads, create Solve CRM contacts, and add them to targeted Mailchimp lists
Claude analyses incoming Chatbot messages to segment leads before adding them to Solve CRM and targeted Mailchimp lists.
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When a company is created in Solve CRM, update Mailchimp subscriber tags and log Chatbot inquiries
New company profiles in Solve CRM trigger updated Mailchimp tags and reference original Chatbot message records.
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Create a Solve CRM contact from every Chatbot message, and notify your sales channel in Slack
New Chatbot inquiries create Solve CRM contacts instantly while posting lead summaries directly to your Slack sales channel.
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When a contact is created in Solve CRM, notify your team in Slack and create a company record
Solve CRM contact creation triggers instant Slack team announcements and establishes linked company records.
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Use Gemini to evaluate Chatbot lead urgency, create a Solve CRM contact, and alert staff in Slack
Gemini assesses incoming Chatbot message priority before creating a Solve CRM contact and alerting staff in Slack.
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When a company is created in Solve CRM, post an executive update in Slack and log Chatbot details
Enterprise company creation in Solve CRM triggers executive Slack channel updates alongside Chatbot interaction logs.
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Create a Solve CRM contact from Chatbot messages, and schedule a follow-up meeting in Google Calendar
Chatbot message inquiries automatically create Solve CRM contacts and book calendar follow-up slots in Google Calendar.
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When a contact is created in Solve CRM, book an intake meeting in Google Calendar and create a company
New Solve CRM contacts trigger automated Google Calendar intake bookings and establish associated company profiles.
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Use Perplexity to research Chatbot leads, create Solve CRM contacts, and schedule briefings in Google Calendar
Perplexity gathers background research on Chatbot inquiries before creating Solve CRM contacts and scheduling calendar briefings.
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When a company is created in Solve CRM, schedule an account review in Google Calendar and log Chatbot data
New Solve CRM company accounts automatically trigger periodic review meetings in Google Calendar with Chatbot logs.
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Create a Solve CRM contact from Chatbot messages, and log Calendly booking preferences
Inbound Chatbot inquiries create Solve CRM contacts and sync booking data seamlessly across scheduling tools.
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When a contact is created in Solve CRM, generate a Calendly scheduling link and create a company
New Solve CRM contacts trigger automated Calendly link generation and establish linked company profiles.
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Use ChatGPT to prepare consultation notes from Chatbot messages, create Solve CRM contacts, and set Calendly reminders
ChatGPT generates consultation agendas from Chatbot messages before creating Solve CRM contacts and setting Calendly triggers.
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When a company is created in Solve CRM, update Calendly routing rules and log Chatbot details
New Solve CRM company accounts update Calendly scheduling routing rules and preserve Chatbot history.
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Create a Solve CRM contact from Chatbot inquiries, and generate a payment link in Stripe
Chatbot billing inquiries instantly create Solve CRM contacts and generate secure payment links in Stripe.
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When a contact is created in Solve CRM, provision a Stripe customer profile and create a company record
New Solve CRM contacts automatically generate Stripe customer profiles and establish associated company records.
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Use Claude to evaluate Chatbot purchase inquiries, create Solve CRM contacts, and generate Stripe invoices
Claude reviews Chatbot purchase requests before establishing Solve CRM contacts and generating Stripe invoices.
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When a company is created in Solve CRM, update Stripe billing settings and log Chatbot history
New Solve CRM company accounts update Stripe subscription parameters and preserve Chatbot conversation logs.
Supported triggers and actions for Solve CRM and Chatbot
Mix and match to build the exact automation you need
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
Capture every inbound chat message and automatically generate a corresponding contact record in Solve CRM without lifting a finger.
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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.
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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.
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Route records based on submitted criteria
Evaluate inbound message content and route contacts or company accounts to different pipelines based on specific customer responses.
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Keep customer records updated in real time
Ensure your CRM database reflects the latest conversation history and status changes as customer interactions progress.
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Prevent duplicate entries automatically
Check existing database records before creating new entries so your CRM remains clean and free of redundant contact files.
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Manage subscription and billing updates
Handle customer payment links, invoice generation, and billing profile setups as soon as account records are established.
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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
Support agents
Account managers
Customer operations teams
Sales representatives
Customer success managers
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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.
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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.
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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.
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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.
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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.
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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 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 + 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
Connect Solve CRM + Chatbot with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
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?
You can connect Chatbot, Solve CRM, and Slack together in a multi-step automation where incoming chat messages create CRM contacts and alert your team channels, alongside 1,500+ other apps.
What is a good Zapier alternative for Chatbot and Solve CRM?
Integrately is a top-rated alternative for connecting Chatbot and Solve CRM, offering 20 million+ ready templates, AI automation building, and 24/5 live chat support at 3x to 10x lower cost.
How does Chatbot handle incoming data when syncing with Solve CRM?
Incoming messages received in Chatbot are captured securely and mapped directly into Solve CRM contact or company records using ready-made automations on Integrately.
How do Solve CRM contacts and company records update from chat logs?
Solve CRM automatically creates or updates contact and company records when triggered by inbound chat activities through ready-made workflows on Integrately.
Do I need coding skills to automate Chatbot and Solve CRM?
No coding skills are required to connect Chatbot and Solve CRM. You can activate ready templates or describe your exact workflow to Integrately AI.
Is the Chatbot and Solve CRM integration free?
You can start automating Chatbot and Solve CRM with free automation plans available on Integrately, giving you instant access to essential multi-step workflows.
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