Solve CRM + Rocket.Chat Integration

Integrate Rocket.Chat to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Create contacts and companies, sync messages, and notify your team 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
  • Rocket.Chat
    Message is posted anywhere in Rocket.Chat Instant
  • Rocket.Chat
    Message is posted to channel in Rocket.Chat Instant
  • Rocket.Chat
    Message is posted to private group in Rocket.Chat Instant
  • Rocket.Chat
    Channel is created in Rocket.Chat
  • Rocket.Chat
    Private group is created in Rocket.Chat
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Rocket.Chat
    Send channel message in Rocket.Chat
  • Rocket.Chat
    Send direct message in Rocket.Chat
  • Rocket.Chat
    Send private group message in Rocket.Chat
  • Rocket.Chat
    Create channel in Rocket.Chat
  • Rocket.Chat
    Search Channel in Rocket.Chat
  • Rocket.Chat
    Create private group in Rocket.Chat

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Ready WorkflowsReady Workflows   for Solve CRM + Rocket.Chat Integration

Create contacts from chat messages, organise companies, update customer records, and notify your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Rocket.Chat + Solve CRM flow

Sync customer records with your calendar, emails, and invoices once your core workflows finish. Pick a combination and activate it in one click.

Solve CRM
Rocket.Chat
+
Google CalendarGoogle Calendar (8)
+
CalendlyCalendly (8)
+
GmailGmail (8)
+
MailchimpMailchimp (8)
+
StripeStripe (8)
+
Google DriveGoogle Drive (8)
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Create a Google Calendar event when a Solve CRM contact is created, and notify your team in Rocket.Chat.
New Solve CRM contacts automatically create a Google Calendar event and alert your team in Rocket.Chat, eliminating manual scheduling.
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Notify your team in Rocket.Chat when a Google Calendar meeting is scheduled, and create a company in Solve CRM.
Google Calendar meetings instantly create companies in Solve CRM and notify your team in Rocket.Chat.
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When a Google Calendar event is updated, update the matching company in Solve CRM and post an alert in Rocket.Chat.
Updated calendar events automatically modify company records in Solve CRM and alert your team in Rocket.Chat.
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Create a Google Calendar meeting for every new Solve CRM company, and announce it in Rocket.Chat.
New Solve CRM companies automatically generate calendar meetings and team announcements in Rocket.Chat.
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If a Google Calendar event is high priority, create a contact in Solve CRM and alert the team in Rocket.Chat.
High priority calendar events create prioritized contacts in Solve CRM and alert your team in Rocket.Chat.
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When a Google Calendar meeting finishes, update the contact in Solve CRM and post a summary in Rocket.Chat.
Completed calendar meetings update contact records in Solve CRM and post summaries in Rocket.Chat.
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Use Claude to summarise meeting notes from Google Calendar, update the Solve CRM contact, and post the summary in Rocket.Chat.
Claude summarises calendar meeting notes to update Solve CRM contacts and notify your team in Rocket.Chat.
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Create a Google Calendar meeting when a Solve CRM contact is created, log it in Google Sheets, and notify your team in Rocket.Chat.
Solve CRM contacts trigger calendar meetings, spreadsheet logs, and team alerts in Rocket.Chat.

Supported triggers and actions for Solve CRM and Rocket.Chat

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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Rocket.Chat
Rocket.Chat Triggers & Actions
Instant
Message is posted anywhere in Rocket.Chat
Triggers the automation when a new message is posted anywhere
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Instant
Message is posted to channel in Rocket.Chat
Triggers the automation when a new message is posted to a channel
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Instant
Message is posted to private group in Rocket.Chat
Triggers the automation when a new message is posted to a private group
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Channel is created in Rocket.Chat
Triggers the automation when a new channel is created
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Private group is created in Rocket.Chat
Triggers the automation when a private group is created
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Send channel message in Rocket.Chat
Sends a message to a channel
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Send direct message in Rocket.Chat
Sends a private message to a recipient
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Send private group message in Rocket.Chat
Sends a private message to a selected group of users
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Create channel in Rocket.Chat
Creates a new channel
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Search Channel in Rocket.Chat
Searches for a channel
Try it →
Create private group in Rocket.Chat
Creates a new private group
Try it →

What can you automate with Rocket.Chat + Solve CRM?

Streamline your customer workflows by automating contact creation, data syncing, and team notifications across Rocket.Chat and Solve CRM.

What you can automate?
💬
Create Solve CRM contacts from Rocket.Chat messages
Automatically generate new contact records in Solve CRM the moment a message is posted in Rocket.Chat. Eliminate manual data entry and ensure every prospect is captured.
📋
Capture every submitted field in your records
Map all available chat details and custom form answers directly into separate Solve CRM fields instead of basic summaries. Your database becomes a more thorough resource for follow-up.
🔔
Notify the right person immediately
Send instant alerts to specific channels or direct messages in Rocket.Chat whenever a new company or contact is established in Solve CRM. Keep your team fully informed.
🔀
Route records based on submitted criteria
Distribute incoming leads to different Solve CRM pipelines or Rocket.Chat channels depending on specific keywords, tiers, or departments submitted in the chat.
🔄
Keep your destination platform up to date
Automatically modify existing Solve CRM records whenever chat details or company information change in Rocket.Chat, preventing outdated customer profiles.
🛡️
Add or update instead of creating duplicates
Check existing records before creating new entries in Solve CRM, updating current contacts when repeat messages arrive from the same individual.
Handle status changes and milestone updates
Trigger automated actions in Rocket.Chat or Solve CRM whenever customer statuses shift, subscriptions renew, or support threads reach resolution.
🔗
Extend your workflow to Google Sheets
Connect Rocket.Chat and Solve CRM to Google Sheets to log every transaction and customer record in a central spreadsheet automatically.
And much more...

Who is Rocket.Chat + Solve CRM integration for?

Sales teams, service managers, and support professionals who rely on chat platforms and CRMs can eliminate manual data entry and streamline their customer workflows.

Customer support leads
Customer support leads
Sales managers
Sales managers
Account executives
Account executives
Operations directors
Operations directors
Sales development reps
Sales development reps
Support coordinators
Support coordinators
📈
Customer support leads
You're monitoring chat messages in Rocket.Chat for customer inquiries, but details get lost before they reach your database — with this integration, every contact lands in Solve CRM automatically and your records stay accurate.
Sales managers
You need to act fast on new customer requests arriving in Rocket.Chat, but manual entry delays your follow-ups — integrating these apps means every contact is created in Solve CRM instantly so your team responds without delay.
🤝
Account executives
You answer to clients who want to see quick updates on new requests, but tracking notes across tools causes delays — with this integration, every company and contact is logged in Solve CRM as it happens.
📋
Operations directors
The volume of chat interactions in Rocket.Chat is too high for anyone to log by hand, leading to missing data — automating both apps means every contact and company is recorded in Solve CRM without manual effort.
💼
Sales development reps
You own the follow-up step and depend on team members to hand over leads from Rocket.Chat, but details frequently get dropped — this integration means every contact reaches Solve CRM immediately for prompt outreach.
📁
Support coordinators
You need a reliable customer history in Solve CRM, but manual logging leaves gaps in your tracking — connecting these apps means every interaction creates complete contact records without missing details.
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 + Rocket.Chat

Build and manage your Solve CRM + Rocket.Chat 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 + Rocket.Chat 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Rocket.Chat to Solve CRM?
Frequently Asked Questions
You can connect Rocket.Chat to Solve CRM in 1-click using ready workflows on Integrately, or use Integrately AI to build custom flows with Google Calendar, Calendly, and Gmail.
Can I automatically create Solve CRM contacts from Rocket.Chat messages?
Frequently Asked Questions
Can I connect Rocket.Chat, Solve CRM, and Google Calendar?
Frequently Asked Questions
What is a good Zapier alternative for Rocket.Chat and Solve CRM?
Frequently Asked Questions
How are messages in Rocket.Chat handled when creating records?
Frequently Asked Questions
How does Solve CRM manage new contacts created from chats?
Frequently Asked Questions
Do I need coding skills to automate Rocket.Chat and Solve CRM?
Frequently Asked Questions
Is the Rocket.Chat and Solve CRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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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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