Solve CRM + Chatrace Integration

Integrate Chatrace to Solve CRM in one click, or tell Integrately AI how you want each order handled. Create contacts in Solve CRM, update custom fields, 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
  • Chatrace
    Order is created in Chatrace Instant
  • Chatrace
    Order is concluded in Chatrace Instant
  • Chatrace
    Order is canceled in Chatrace Instant
  • Chatrace
    Tag is applied in Chatrace Instant
  • Chatrace
    Tag is removed in Chatrace Instant
  • Chatrace
    Subscriber is created in Chatrace Instant
  • Chatrace
    User is unsubscribed from bot in Chatrace Instant
  • Chatrace
    Custom field value is changed in Chatrace Instant
  • Chatrace
    User is subscribed to sequence in Chatrace Instant
  • Chatrace
    User is unsubscribed from sequence in Chatrace Instant
  • Chatrace
    Cart is abandoned in Chatrace Instant
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Chatrace
    Create SMS contact in Chatrace
  • Chatrace
    Create tag in Chatrace
  • Chatrace
    Seach user in Chatrace
  • Chatrace
    Set contact custom field in Chatrace

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Ready Workflows Ready Workflows for Chatrace + Solve CRM Integration

Capture orders, create contacts, update company details, alert your support team, and send follow-ups, all in just one click.

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

Create Solve CRM contact from new Chatrace contact

If you're an ecommerce business owner who uses Chatrace to power your online store, you'll be happy to know that when a new contact is created in Solve CRM, this automation will automatically create a contact in Chatrace.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Chatrace + Solve CRM Integration

Create Solve CRM contact from new Chatrace order

As an online store owner, you're likely using Chatrace to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Chatrace with Solve CRM? This integration will allow you to automatically create a contact for each new order in Solve CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Solve CRM + Chatrace Integration

Create Chatrace contact for new Solve CRM contact

Creating a new Chatrace contact for every new Solve CRM contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Solve CRM - Chatrace integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Chatrace and Solve CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Chatrace + Solve CRM flow

Extend your automation stack with marketing tools, spreadsheets, messaging platforms, and ecommerce systems. Pick a combination and activate it in one click.

Solve CRM
Chatrace
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
Facebook Lead AdsFacebook Lead Ads (4)
+
Google SheetsGoogle Sheets (4)
+
TwilioTwilio (4)
+
SlackSlack (4)
C
S
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Create a Solve CRM contact for every new Chatrace order, and create a customer in Shopify
New Chatrace orders instantly generate a Solve CRM contact and a Shopify customer record without manual data entry.
C
S
S
When a Chatrace order is concluded, create a Solve CRM contact and create a Shopify order
Concluded Chatrace orders automatically register a Solve CRM contact and log a new order in Shopify.
C
S
S
If a Chatrace cart is abandoned, create a Solve CRM contact and update the customer record in Shopify
Abandoned carts in Chatrace trigger a Solve CRM contact creation and update the matching Shopify customer profile.
C
S
S
Use ChatGPT to review abandoned Chatrace carts, create a Solve CRM contact, and add a Shopify product note
ChatGPT analyzes abandoned Chatrace carts before creating a Solve CRM contact and updating Shopify product notes.

Supported triggers and actions for Solve CRM and Chatrace

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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Chatrace
Chatrace Triggers & Actions
Instant
Order is created in Chatrace
Triggers the automation when a new order is created
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Instant
Order is concluded in Chatrace
Triggers the automation when an order is concluded
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Instant
Order is canceled in Chatrace
Triggers the automation when an order is canceled
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Instant
Tag is applied in Chatrace
Triggers the automation when a tag is added
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Instant
Tag is removed in Chatrace
Triggers the automation when a tag is added
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Instant
Subscriber is created in Chatrace
Triggers the automation when a new subscriber is added
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Instant
User is unsubscribed from bot in Chatrace
Triggers the automation when user unsubscribes from the bot
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Instant
Custom field value is changed in Chatrace
Triggers the automation when the value of a custom field changes
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Instant
User is subscribed to sequence in Chatrace
Triggers the automation when a user is subscribed to a sequence
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Instant
User is unsubscribed from sequence in Chatrace
Triggers the automation when a user is unsubscribed from a sequence
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Instant
Cart is abandoned in Chatrace
Triggers the automation when a user abandons their cart
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Create SMS contact in Chatrace
Adds a new sms contact
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Create tag in Chatrace
Generates a new tag
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Seach user in Chatrace
Searches for a user
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Set contact custom field in Chatrace
Sets a custom field for a contact
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What can you automate with Chatrace + Solve CRM?

Streamline your conversational sales and customer service workflows with robust, automated data synchronization.

What you can automate?
🔄
Sync chat orders directly to CRM contacts
Create a new Solve CRM contact automatically the moment an order is created in Chatrace, eliminating manual data entry entirely.
📋
Capture every submitted custom field
Map all available chat custom fields and subscriber attributes into Solve CRM instead of just basic contact names and email addresses.
🔔
Notify your team the second an order arrives
Alert your sales or support staff instantly in Slack or via SMS when a new order or subscriber is registered in Chatrace.
🔀
Route records based on submitted tags
Perform different actions depending on whether a specific tag is applied or removed in Chatrace during customer interactions.
📝
Keep contact records updated as details change
Automatically update existing Solve CRM records whenever a subscriber's custom field value changes in Chatrace.
👥
Create companies and contacts without duplicates
Search existing user records in Chatrace before creating new contacts and company entries in Solve CRM.
🚫
Handle order cancellations and concluded purchases
Update CRM records automatically when an order is concluded or canceled in Chatrace to maintain accurate pipeline stages.
🔌
Extend your workflow to messaging and sheets
Connect your core Chatrace and Solve CRM setup with Google Sheets, Twilio, or Slack to build a complete business automation stack.
And much more...

Who is Chatrace + Solve CRM integration for?

Connect Chatrace and Solve CRM to eliminate manual data entry, streamline customer service workflows, and keep every contact record updated in real time.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Account managers
Account managers
Sales operations specialists
Sales operations specialists
Customer success teams
Customer success teams
Operations directors
Operations directors
📈
Performance marketers
You're running ad campaigns on Facebook but your tracking sheet only updates when someone manually exports chat orders, so the conversion counts you're optimizing against are always hours behind — with this integration, every new order creates a contact instantly and your pipeline data stays current.
Customer support leads
You manage service teams responding to customer inquiries in chat, but tickets sit unprocessed until someone copies customer names over by hand — automating both apps means every new subscriber becomes a contact immediately so your agents can respond without delay.
🤝
Account managers
You report to stakeholders who want immediate progress updates on inbound chat leads, but record updates get delayed during busy periods — connecting these apps means every new company record is created automatically and your client reporting is always up to date.
📊
Sales operations specialists
The volume of inbound chat orders is too high for anyone to keep up by hand, leading to missed customer follow-ups and lost revenue — this integration means every transaction generates a contact automatically without requiring manual data entry.
🔄
Customer success teams
You own onboarding and depend on upstream chat teams to hand over new client details before you can begin outreach — automating both apps means every new contact appears in your CRM the moment an order is concluded so your onboarding sequence starts on time.
🗂️
Operations directors
You need a reliable history of customer interactions across your sales funnel, but manual copy-pasting leaves frequent gaps in your CRM records — automating both apps means every chat event is recorded accurately and your customer history remains complete.
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 + Chatrace

Build and manage your Solve CRM + Chatrace 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 + Chatrace 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chatrace to Solve CRM?
Frequently Asked Questions
You can connect Chatrace to Solve CRM in one click using pre-built workflows on Integrately or ask Integrately AI to build your custom automation. It takes less than two minutes to sync your chat orders with Shopify, Slack, or Google Sheets.
Can I automatically create a Solve CRM contact when an order is created in Chatrace?
Frequently Asked Questions
Can I connect Chatrace, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatrace and Solve CRM?
Frequently Asked Questions
How are custom fields handled between Chatrace and Solve CRM?
Frequently Asked Questions
Can I track company records in Solve CRM from Chatrace events?
Frequently Asked Questions
Do I need coding skills to automate Chatrace and Solve CRM?
Frequently Asked Questions
Is the Chatrace and Solve CRM integration free?
Frequently Asked Questions
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You Can Also Connect Chatrace or Solve CRM With 1500+ Other Apps

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