Solve CRM + Macanta Integration

Integrate Macanta to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Create a task in Macanta, retrieve contact details, and update your records 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
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Macanta
    Create Task in Macanta
  • Macanta
    Create a Data Object in Macanta
  • Macanta
    Get Contact Details in Macanta
  • Macanta
    Edit a Data Object in Macanta
  • Macanta
    Get Data Object via Item ID in Macanta
  • Macanta
    Get Data Object by Field Value ID in Macanta
  • Macanta
    Create or Update Contact in Macanta
  • Macanta
    Create DO Note in Macanta
  • Macanta
    Create Note in Macanta

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Ready Workflows Ready Workflows for Macanta + Solve CRM Integration

Create tasks for new contacts, sync company data, update records, and trigger follow-ups, all in just one click.

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

Create Macanta contact for new Solve CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Solve CRM - Macanta integration, anytime a new Solve CRM contact is created, an Macanta contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Solve CRM + Macanta Integration

Create Macanta task for new Solve CRM contact

In Solve CRM, when you create a contact, it automatically creates a task in Macanta for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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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 Macanta + Solve CRM flow

Capture new contacts, notify your team on Slack, log tasks in Asana, and trigger follow-up emails. Pick a combination and activate it in one click.

Solve CRM
Macanta
+
CalendlyCalendly (3)
+
GmailGmail (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
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SlackSlack (3)
+
AsanaAsana (3)
S
M
C
When a contact is created in Solve CRM, create a task in Macanta, and create a scheduling link in Calendly.
New Solve CRM contacts generate Macanta tasks and Calendly scheduling links instantly without manual work.
S
M
C
When a company is created in Solve CRM, update a data object in Macanta, and create an event type in Calendly.
Solve CRM company updates update Macanta data objects and set up Calendly event types automatically.
S
M
C
When a contact is created in Solve CRM, create or update a contact in Macanta, and invite a user in Calendly.
Solve CRM contacts trigger Macanta updates and Calendly user invitations in one automated step.

Supported triggers and actions for Solve CRM and Macanta

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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Macanta
Macanta Triggers & Actions
No trigger is available
Create Task in Macanta
Creates a new task
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Create a Data Object in Macanta
Creates a new data object
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Get Contact Details in Macanta
Retrieves contact details from the addressbook
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Edit a Data Object in Macanta
Edits an existing data object
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Get Data Object via Item ID in Macanta
Retrieves a data object based on its unique item id
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Get Data Object by Field Value ID in Macanta
Retrieves a data object based on its field value id
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Create or Update Contact in Macanta
Adds or update contact information
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Create DO Note in Macanta
Creates a new data object note
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Create Note in Macanta
Creates a new note in the particular format
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What can you automate with Macanta + Solve CRM?

Streamline your customer operations by automating tasks, contact synchronisation, and data updates between Solve CRM and Macanta.

What you can automate?
Create Macanta tasks from new Solve CRM contacts
Automatically generate a new task in Macanta the moment a contact is created in Solve CRM. Eliminate manual data entry and ensure every prospect receives prompt attention.
📝
Capture every detail from Solve CRM companies
Map complete company profiles and custom fields from Solve CRM straight into Macanta data objects. Keep all organizational details accessible in one place.
🔔
Notify team members instantly on new records
Trigger immediate alerts and task assignments in Macanta whenever new contacts or companies are registered in Solve CRM, keeping your team fully aligned.
🔀
Route tasks based on contact properties
Evaluate specific contact fields from Solve CRM to determine task priority or assignees in Macanta, ensuring structured handling for every account.
🔄
Keep Macanta records updated automatically
Synchronise changes made to contacts and companies in Solve CRM directly with your Macanta data objects, preventing outdated information across systems.
🔍
Upsert contacts without creating duplicates
Check existing records before creating entries, using Macanta's create or update contact action to maintain a clean and deduplicated database.
📌
Update data objects on status updates
Modify existing Macanta data objects and notes whenever company details or contact records evolve in Solve CRM, maintaining accurate histories.
💬
Notify your team in Slack on new records
Send instant notifications to your Slack channels whenever Solve CRM triggers a new contact, while simultaneously creating the corresponding task in Macanta.
And much more...

Who is Macanta + Solve CRM integration for?

Sales and customer service teams managing customer relationships across Solve CRM and Macanta need seamless data sync to eliminate manual entry and keep follow-ups on track.

Operations Managers
Operations Managers
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Customer Support Teams
Customer Support Teams
Project Coordinators
Project Coordinators
CRM Administrators
CRM Administrators
📊
Operations Managers
You're reviewing contact activity reports in Macanta, but updates from Solve CRM only arrive after manual exports, so your performance metrics are always outdated — integrating these apps means every new record flows instantly and your dashboards stay current.
Sales Representatives
You're waiting to follow up on new leads logged in Solve CRM, but task creation in Macanta happens hours later, so prospective clients slip through the cracks — this integration means tasks are generated the second a contact registers and your response time improves.
📋
Account Managers
You're tracking client onboarding steps in Macanta, but company updates in Solve CRM require constant manual checking, so stakeholders see delayed status reports — connecting these apps means every update reflects automatically and client transparency is maintained.
📈
Customer Support Teams
You're handling high volumes of inbound inquiries in Solve CRM, but logging them as tasks in Macanta overwhelms your staff, so records get missed during peak hours — automating both apps means high-volume data handling is fully managed without manual back-and-forth.
🔄
Project Coordinators
You're setting up project tasks in Macanta once sales teams finish handoffs in Solve CRM, but communication delays stall project kickoff, so delivery timelines get pushed back — with this integration, handoffs happen instantly and your team starts work without waiting.
🗂️
CRM Administrators
You're auditing contact histories across Macanta, but missing records from Solve CRM create frustrating data discrepancies, so your system audit fails — this integration means complete contact synchronisation keeps your database clean and error-free.
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 + Macanta

Build and manage your Solve CRM + Macanta 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 + Macanta 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
Popular Alternative
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750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Macanta to Solve CRM?
Frequently Asked Questions
You can connect Macanta to Solve CRM instantly using ready-made automations on Integrately. With 1-click setup and Integrately AI, you can easily link Macanta and Solve CRM alongside tools like Slack, Gmail, and Calendly without writing any code.
Can I automatically create Macanta tasks from new Solve CRM contacts?
Frequently Asked Questions
Can I connect Macanta, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Macanta and Solve CRM?
Frequently Asked Questions
How do Macanta data objects work in this integration?
Frequently Asked Questions
How does Solve CRM handle contact creation triggers?
Frequently Asked Questions
Do I need coding skills to automate Macanta and Solve CRM?
Frequently Asked Questions
Is the Macanta and Solve CRM integration free?
Frequently Asked Questions
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