Send WhatsApp message for new Solve CRM company
Solve CRM + WhatsApp Integration
Solve CRM + WhatsApp Integration
Integrate Solve CRM to WhatsApp in one click, or tell Integrately AI how you want each contact handled. Send templated notifications, alert your support team on new companies, and streamline customer 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
Message is received in WhatsApp Instant
2.
- Create contact in Solve CRM
- Create company in Solve CRM
- Send message (using template) in WhatsApp
- Send message in WhatsApp
Trusted by experts at...
Ready Workflows for Solve CRM + WhatsApp Integration
Send instant WhatsApp notifications when contacts are created, alert teams on new companies, and streamline support interactions, all in just one click.
Most popular automation
Send WhatsApp message for new Solve CRM contact
Anytime a new contact is added to your Solve CRM, automatically send them a message through WhatsApp letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.
Furthermore, with this Solve CRM - WhatsApp integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
See moreFurthermore, with this Solve CRM - WhatsApp integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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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 Solve CRM + WhatsApp flow
Sync customer data with calendars, emails, spreadsheets, scheduling tools, billing systems, and task managers to keep your entire service workflow connected. Pick a combination and activate it in one click.
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Google Calendar (4)
Google Calendar (4) +
Gmail (4)
Gmail (4) +
Google Sheets (4)
Google Sheets (4) +
Calendly (4)
Calendly (4) +
Stripe (4)
Stripe (4) +
Asana (4)
Asana (4) S
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Create a Google Calendar event when a contact is created in Solve CRM, and send a confirmation in WhatsApp
New Solve CRM contacts automatically schedule a Google Calendar meeting while dispatching a WhatsApp confirmation message instantly.
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When a company is created in Solve CRM, schedule an onboarding call in Google Calendar and notify the team in WhatsApp
New Solve CRM companies instantly generate Google Calendar onboarding sessions with team alerts dispatched via WhatsApp.
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When a Google Calendar event is created, create a contact in Solve CRM and send a welcome note in WhatsApp
Google Calendar meetings automatically generate Solve CRM contacts and trigger welcome WhatsApp messages.
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Use Claude to summarise Google Calendar meeting notes, update Solve CRM, and send a briefing in WhatsApp
Claude summarises Google Calendar meeting notes before updating Solve CRM records and sending WhatsApp briefings.
Supported triggers and actions for Solve CRM and WhatsApp
Mix and match to build the exact automation you need
Solve CRM Triggers & Actions
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it → What can you automate with Solve CRM + WhatsApp?
Streamline your customer service workflows by connecting Solve CRM and WhatsApp for instant messaging and record synchronisation.
💬
Trigger WhatsApp messages on Solve CRM contact creation
Send instant notifications or template messages via WhatsApp the moment a new contact is created in Solve CRM. Eliminate manual outreach delays and engage customers immediately.
📋
Capture every submitted field and contact attribute
Map all available contact details and company attributes from Solve CRM into your WhatsApp messages or secondary databases. Ensure complete data accuracy across your communication channels.
🔔
Alert support teams the second enquiries arrive
Notify your internal staff channels via WhatsApp whenever a new company or contact is registered in Solve CRM. Keep your entire customer service department informed in real time.
🔀
Route messages based on submitted contact fields
Send different WhatsApp template messages depending on specific criteria or tags submitted within your Solve CRM records. Tailor your communication to match customer segments.
🔄
Keep records synchronised as customer details change
Update existing records across your integrated stack whenever contact information or company details are modified in Solve CRM. Prevent outdated information from causing confusion.
⚙️
Upsert records to prevent duplicate contact entries
Automatically search for existing profiles before creating new entries, ensuring that contacts and companies are updated rather than duplicated across your database.
📌
Handle status changes and milestone updates
Trigger automated WhatsApp messages whenever a customer record moves to a new service stage or resolution status in Solve CRM. Maintain transparent communication throughout the lifecycle.
🔗
Extend your workflow with Google Sheets
Connect Google Sheets alongside Solve CRM and WhatsApp to maintain comprehensive spreadsheet logs of every automated message and contact created.
And much more...
Who is Solve CRM + WhatsApp integration for?
Connecting Solve CRM to WhatsApp eliminates manual handoffs, keeping customer service teams aligned and customer responses fast across every support channel.
Customer support managers
Support operations leads
Client success directors
Helpdesk supervisors
Account executives
Compliance officers
📈
Customer support managers
You're tracking customer service response metrics but your reporting sheet only updates when someone manually exports records, so the contact counts you're reviewing against are always a few hours behind — with this integration, every new contact lands in your workflow instantly and your data stays current.
⚡
Support operations leads
You manage client enquiries that require rapid mobile communication, but support staff find out about new contacts too late because notifications are trapped in the CRM — with this integration, every contact creation instantly triggers a WhatsApp alert and your team responds without delay.
🤝
Client success directors
You answer to key accounts who expect immediate updates on service requests, but keeping them informed requires constant manual messaging — with this integration, every company update automatically dispatches template messages in WhatsApp and your clients stay fully informed.
📊
Helpdesk supervisors
The volume of incoming customer service enquiries is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned chats — with this integration, every contact and message syncs automatically across platforms so nothing falls through the cracks.
🔧
Account executives
You own the next client follow-up step and depend on upstream team members to hand over contact details manually, causing costly operational delays — with this integration, every new record flows straight into your messaging queue and you can initiate contact immediately.
🗂️
Compliance officers
You need a reliable history of all customer interactions and keep finding gaps where manual message logs were forgotten by staff — with this integration, every communication and contact record is captured reliably without missing a single entry.
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 + WhatsApp
Build and manage your Solve CRM + WhatsApp automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Solve CRM + WhatsApp 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 + WhatsApp Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Solve CRM to WhatsApp?
You can connect Solve CRM to WhatsApp in 1 click using ready-made templates on Integrately. Select a workflow, authenticate your accounts, and activate it instantly or use Integrately AI to customise your steps.
Can I send automated WhatsApp messages when a new contact is created in Solve CRM?
Can I connect Solve CRM, WhatsApp, and Google Sheets?
What is a good Zapier alternative for Solve CRM and WhatsApp?
How are new contacts handled between Solve CRM and WhatsApp?
Can company creation events in Solve CRM trigger WhatsApp notifications?
Do I need coding skills to automate Solve CRM and WhatsApp?
Is the Solve CRM and WhatsApp integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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