Solve CRM + DoneDone Integration

Integrate DoneDone to Solve CRM in one click, or tell Integrately AI how you want each task handled. Track projects, create matching contacts, update your CRM records, and trigger follow-ups automatically.

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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
  • DoneDone
    Task is created in DoneDone
  • DoneDone
    Conversation is created in DoneDone
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • DoneDone
    Create task in DoneDone
  • DoneDone
    Search task in DoneDone
  • DoneDone
    Update task status in DoneDone
  • DoneDone
    Get task detail by id in DoneDone
  • DoneDone
    Create project in DoneDone
  • DoneDone
    Add comment to conversation in DoneDone
  • DoneDone
    Add comment to task in DoneDone
  • DoneDone
    Get conversation detail in DoneDone
  • DoneDone
    Create Conversation in DoneDone
  • DoneDone
    Search conversation in DoneDone
  • DoneDone
    Update conversation status in DoneDone
  • DoneDone
    Add reply to conversation in DoneDone

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Ready Workflows Ready Workflows for DoneDone + Solve CRM Integration

Track tasks, create matching contacts, update records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Solve CRM + DoneDone Integration

Create DoneDone task for new Solve CRM contact

Solve CRM and DoneDone are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Solve CRM, do you also create a task in DoneDone? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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  • 1of1
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 DoneDone + Solve CRM flow

Streamline communication, notify support reps, and keep every stakeholder updated once your core data syncs. Pick a combination and activate it in one click.

Solve CRM
DoneDone
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SlackSlack (4)
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ZendeskZendesk (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
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When a task is created in DoneDone, create a contact in Solve CRM, and notify your sales team in Slack.
New DoneDone tasks instantly generate matching contacts in Solve CRM while your team gets notified in Slack, eliminating manual entry.
S
D
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When a company is created in Solve CRM, create a task in DoneDone, and post an update in Slack.
New Solve CRM companies automatically trigger a task in DoneDone and alert your operations channel in Slack.
D
S
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When a DoneDone task status is updated, update the contact in Solve CRM, and notify the assigned agent in Slack.
Task status changes in DoneDone reflect immediately in Solve CRM while keeping staff informed via Slack.
D
C
S
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Use ChatGPT to summarise new DoneDone tasks, create a Solve CRM contact, and post the brief in Slack.
ChatGPT generates concise summaries of new DoneDone tasks before logging a contact in Solve CRM and posting to Slack.

Supported triggers and actions for Solve CRM and DoneDone

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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DoneDone
DoneDone Triggers & Actions
Task is created in DoneDone
Triggers the automation when a new task is added
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Conversation is created in DoneDone
Triggers the automation when a new conversation is initiated
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Create task in DoneDone
Creates a new task
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Search task in DoneDone
Searches for a task
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Update task status in DoneDone
Updates the status of a task based on predefined conditions
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Get task detail by id in DoneDone
Retrieves detailed information for a task using its id
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Create project in DoneDone
Creates a new project
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Add comment to conversation in DoneDone
Adds a comment to an ongoing conversation
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Add comment to task in DoneDone
Adds a comment to a task with instructions or information
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Get conversation detail in DoneDone
Retrieves details and information from a conversation log or chat transcript
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Create Conversation in DoneDone
Start a new conversation with speicified recipients
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Search conversation in DoneDone
Searches for keywords within a conversation
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Update conversation status in DoneDone
Updates the status of a conversation based on particular criteria
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Add reply to conversation in DoneDone
Post replies to a conversation
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What can you automate with DoneDone + Solve CRM?

Streamline your workflow by connecting task management and customer relationship data effortlessly.

What you can automate?
🔄
Sync DoneDone tasks into Solve CRM contacts
Automatically generate a new contact in Solve CRM whenever a task is created in DoneDone, keeping your customer records aligned with your project tracking.
📋
Capture every submitted conversation field
Map all available details from DoneDone conversations into Solve CRM records instead of just basic names, giving your team complete context.
🔔
Alert your team instantly on new records
Notify staff members the moment a task or company is created across DoneDone and Solve CRM so action can be taken immediately.
🔀
Route records based on submitted data
Apply conditional rules to direct specific DoneDone tasks or Solve CRM companies to the correct team members based on project criteria.
🔄
Keep destination records up to date
Update Solve CRM contacts automatically whenever task statuses change in DoneDone, ensuring consistent data across your stack.
🔍
Search and update instead of creating duplicates
Check existing database records before creating new entries in Solve CRM, preventing duplicate contacts from cluttering your workspace.
⚙️
Handle later status changes and updates
Trigger automated workflows when project tasks or customer conversations reach completion stages in DoneDone.
🔌
Extend your workflow to messaging tools
Connect your DoneDone and Solve CRM core automation with Slack to keep your entire organisation informed in real time.
And much more...

Who is DoneDone + Solve CRM integration for?

Operations managers, project leads, and customer service teams depend on this integration to eliminate manual data entry and keep records perfectly synchronized.

Operations Managers
Operations Managers
Customer Support Leads
Customer Support Leads
Account Managers
Account Managers
Project Coordinators
Project Coordinators
Customer Success Specialists
Customer Success Specialists
Finance Teams
Finance Teams
📈
Operations Managers
You're tracking active projects in DoneDone but your CRM records only update when someone manually copies new data over, so your reporting dashboards are always outdated — with this integration, every new task lands in Solve CRM instantly and your pipeline stays accurate.
Customer Support Leads
You need to act fast when new issues arise, but finding out about client requests hours late delays your response times — automating both apps means every conversation created in DoneDone immediately generates a contact in Solve CRM so your team can respond without delay.
🤝
Account Managers
You answer to clients who expect up-to-date tracking on their deliverables, but manual updates between apps lead to embarrassing oversights — this integration means every account change flows seamlessly between tools so your client status is always correct.
📊
Project Coordinators
The volume of incoming tasks is too high for anyone to keep up by hand, leading to missed client profiles and fragmented records — connecting these apps means automated contact creation handles the repetitive logging so you can focus on delivery.
🔄
Customer Success Specialists
You own the client onboarding phase and depend on upstream teams to hand over task details before you can reach out — this integration means every new task in DoneDone populates your CRM records immediately, removing handover bottlenecks.
📁
Finance Teams
You need a reliable history of customer interactions for auditing and billing, but manual data transfers keep leaving gaps in your database — automating both apps means every contact and task is logged accurately every single time.
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 + DoneDone

Build and manage your Solve CRM + DoneDone 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 + DoneDone 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
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect DoneDone to Solve CRM?
Frequently Asked Questions
You can connect DoneDone to Solve CRM in 1-click using ready-made templates on Integrately or by asking Integrately AI to build the automation for you.
Can I automatically create Solve CRM contacts from DoneDone tasks?
Frequently Asked Questions
Can I connect DoneDone, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for DoneDone and Solve CRM?
Frequently Asked Questions
How does DoneDone task creation trigger Solve CRM updates?
Frequently Asked Questions
Can Solve CRM company events trigger DoneDone tasks?
Frequently Asked Questions
Do I need coding skills to automate DoneDone and Solve CRM?
Frequently Asked Questions
Is the DoneDone and Solve CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect DoneDone or Solve CRM With 1500+ Other Apps

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Solve CRM
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Sync Solve CRM with marketing, email, and reporting tools to keep customer data working across your stack.
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