When New booking is created in Occasion > Check any condition > Create contact in Solve CRM
Occasion + Solve CRM Integration
Solve CRM + Occasion Integration
Integrate Occasion to Solve CRM in one click, or tell Integrately AI how you want each booking handled. Create contacts for every new booking, sync customer details, create matching companies, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Solve CRM- Company is created in Solve CRM
New booking is created in Occasion
2.
- Create contact in Solve CRM
- Create company in Solve CRM
Trusted by experts at...
Ready Workflows for Occasion + Solve CRM Integration
Capture new bookings, create Solve CRM contacts, set up company records, log customer details, and trigger follow-ups, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Occasion + Solve CRM flow
Extend your booking workflows by connecting calendar scheduling, email marketing, payments, and team messaging tools. Pick a combination and activate it in one click.
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Google Calendar (3)
Google Calendar (3) +
Mailchimp (3)
Mailchimp (3) +
Stripe (3)
Stripe (3) +
Google Sheets (3)
Google Sheets (3) +
Slack (3)
Slack (3) +
QuickBooks Online (3)
QuickBooks Online (3) O
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Create a Solve CRM contact for every new Occasion booking, and schedule a calendar event in Google Calendar.
New Occasion bookings automatically create a contact in Solve CRM and add a scheduled event to Google Calendar, removing manual scheduling and entry tasks.
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When a new Occasion booking is made, update the Solve CRM contact and reschedule the corresponding Google Calendar event.
Keep your CRM records and schedule aligned when booking details change in Occasion, ensuring zero scheduling conflicts.
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Use Claude to analyse new Occasion booking notes, create a Solve CRM contact, and add a Google Calendar appointment.
Claude reviews incoming booking notes to format customer requirements before creating your Solve CRM contact and Google Calendar entry.
Supported triggers and actions for Solve CRM and Occasion
Mix and match to build the exact automation you need
Solve CRM Triggers & Actions
Occasion Triggers & Actions
What can you automate with Occasion + Solve CRM?
Streamline your group booking workflows by automatically syncing registrations, creating customer contacts, and keeping your CRM updated in real time.
📝
Create Solve CRM contacts from Occasion bookings
Capture every new group booking from Occasion and automatically create corresponding contact records in Solve CRM without lifting a finger.
📋
Map all custom booking fields and attendee details
Transfer custom questions, ticket quantities, and attendee notes directly into Solve CRM fields instead of just basic names and email addresses.
🔔
Alert team members instantly on new bookings
Notify relevant staff members the moment a booking is confirmed so your service and support teams can prepare accordingly.
🔀
Route bookings based on attendee criteria
Apply conditional logic to direct VIP bookings or corporate group registrations to specialized workflows and team members.
🔄
Keep contact records synchronised as details change
Update existing Solve CRM contact details whenever booking information is modified in Occasion, preventing outdated records.
🛡️
Prevent duplicate contacts with smart upserts
Check existing records before creating new entries in Solve CRM, updating current contacts when returning participants book again.
📅
Manage booking cancellations and rescheduling
Automatically update Solve CRM records when bookings are cancelled, refunded, or rescheduled in Occasion.
💬
Extend your booking workflow with Slack
Connect Occasion and Solve CRM to Slack or Google Sheets to broadcast new registrations and keep wider teams in the loop.
And much more...
Who is Occasion + Solve CRM integration for?
Group experience organisers, customer service managers, and booking coordinators eliminate manual data entry and keep customer records synchronised across both platforms.
Performance analysts
Booking coordinators
Client success managers
Operations directors
Sales representatives
Administrative leads
📈
Performance analysts
You track group experience bookings and marketing metrics in spreadsheets, but manual export delays mean your performance reports are always hours behind — automating both apps means every new booking lands in Solve CRM instantly and your reports stay current.
⚡
Booking coordinators
You manage high volumes of incoming group bookings and scramble to notify your team manually, resulting in delayed follow-ups and missed customer details — with this integration, every booking instantly creates a Solve CRM contact so your team acts immediately.
🤝
Client success managers
You coordinate group experiences for corporate clients and struggle to keep stakeholder updates aligned with actual bookings, causing communication gaps — connecting these apps means client contact records update automatically with every booking.
📊
Operations directors
You process hundreds of weekly participant registrations by hand, causing severe bottlenecks and human error during peak booking seasons — automating both apps means every participant submission flows straight into Solve CRM without manual intervention.
👥
Sales representatives
You depend on event organisers to hand over attendee lists before you can begin outreach, leaving leads sitting cold in unorganised inboxes — this integration means every new booking creates a Solve CRM contact immediately for instant sales follow-up.
🗂️
Administrative leads
You audit customer booking histories for compliance and billing, but manual record-keeping leaves persistent gaps in your customer database — automating both apps means every booking generates a complete, searchable contact record in Solve CRM.
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 + Occasion
Build and manage your Solve CRM + Occasion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Solve CRM + Occasion 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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Solve CRM + Occasion Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Occasion to Solve CRM?
Connecting Occasion to Solve CRM is simple and takes just one click using Integrately. You can use ready-made templates or ask Integrately AI to set up your booking workflows alongside apps like Google Sheets and Slack.
Can I automatically create Solve CRM contacts from Occasion bookings?
Can I connect Occasion, Solve CRM, and Slack?
What is a good Zapier alternative for Occasion and Solve CRM?
How are booking details transferred from Occasion to Solve CRM?
Can Solve CRM update customer records when new bookings arrive?
Do I need coding skills to automate Occasion and Solve CRM?
Is the Occasion and Solve CRM integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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