Solve CRM + Xeno Integration

Integrate Solve CRM to Xeno in one click, or tell Integrately AI how you want each contact handled. Search contact records, update customer details, and streamline your support workflows 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
  • Xeno
    New conversation is received in Xeno Instant
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Xeno
    Update contact in Xeno
  • Xeno
    Search contact in Xeno

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Ready WorkflowsReady Workflows   for Solve CRM + Xeno Integration

Search contact profiles, update customer details, sync new company records, and trigger live chat engagements, 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 Solve CRM + Xeno flow

Connect your support data with email, scheduling, messaging, and e-commerce tools to keep your entire team aligned. Pick a combination and activate it in one click.

Solve CRM
Xeno
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GmailGmail (4)
+
CalendlyCalendly (3)
+
SlackSlack (4)
+
ShopifyShopify (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
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Create a contact in Solve CRM when a new conversation is received in Xeno, and send a confirmation email in Gmail
New Xeno conversations instantly create contacts in Solve CRM and trigger a follow-up email in Gmail, eliminating manual data entry.
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Search contact in Xeno when a Contact is created in Solve CRM, and send a notification email in Gmail
Every new Solve CRM contact triggers a search in Xeno and alerts your team via Gmail, keeping communication channels synchronized.
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Update contact in Xeno when a Company is created in Solve CRM, and send an update summary via Gmail
Company updates in Solve CRM update your Xeno contacts and send a summary email via Gmail instantly.
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Use ChatGPT to analyze new Xeno conversations, create a contact in Solve CRM, and email the brief via Gmail
ChatGPT analyzes incoming Xeno chats, creates a Solve CRM contact, and emails a detailed brief through Gmail.

Supported triggers and actions for Solve CRM and Xeno

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
Try it →
Create contact in Solve CRM
Adds a new contact to the database
Try it →
Create company in Solve CRM
Generates a new company profile with given details
Try it →
Xeno
Xeno Triggers & Actions
Instant
New conversation is received in Xeno
Triggers the automation when a new conversation is initiated
Try it →
Update contact in Xeno
Updates contact information with new details
Try it →
Search contact in Xeno
Finds and retrieves contact information
Try it →

What can you automate with Solve CRM + Xeno?

Connect live chat marketing with customer service workflows to eliminate manual data entry and keep your team aligned.

What you can automate?
🔄
Sync new contacts between chat and CRM
Automatically create Solve CRM contacts whenever a new conversation is received in Xeno, ensuring customer records are established the moment engagement begins.
📋
Capture every submitted chat field
Map all visitor answers and custom properties from Xeno directly into Solve CRM fields instead of losing valuable context during manual transcription.
🔔
Alert your team instantly in Slack
Notify your support channel the moment a new contact or company is created, ensuring high-value live chat leads receive immediate attention.
🔀
Route records based on submitted criteria
Evaluate incoming live chat inquiries and direct them to specific team workflows depending on the customer tier or company size provided.
🔄
Keep destination records up to date
Automatically update existing contact profiles in Xeno whenever new company details or account stages are modified in Solve CRM.
🔍
Search and update without creating duplicates
Perform automatic contact searches before writing new entries, ensuring your database remains free of redundant records.
🏷️
Handle later status changes and updates
Trigger automated workflows when customer accounts move through different service stages or when support conversations reach resolution.
🔌
Extend your workflow to Slack or Gmail
Connect your core Solve CRM and Xeno automation with Slack or Gmail to notify stakeholders and dispatch confirmation messages automatically.
And much more...

Who is Solve CRM + Xeno integration for?

Customer support leaders and growth marketers managing live chat engagements and client workflows need streamlined data synchronization between platforms.

Support analysts
Support analysts
Live chat managers
Live chat managers
Client success teams
Client success teams
Operations leads
Operations leads
Account executives
Account executives
Database administrators
Database administrators
📈
Support analysts
You're reviewing ticket resolution metrics across channels but your CRM dashboard only updates when someone manually exports chat logs, so the performance counts you're tracking against are always outdated — this integration means every new conversation updates your records instantly and your data stays current.
Live chat managers
You need to respond to incoming customer inquiries immediately, but visitor details remain trapped in separate chat windows until manually transcribed — this integration means every live chat interaction populates your CRM records instantly and your team acts without delay.
🤝
Client success teams
You answer to stakeholders who want immediate visibility into account status and communication history, but manual logging leaves glaring gaps in your reports — automating both apps means every interaction is recorded accurately and your reporting is always complete.
📊
Operations leads
The volume of customer inquiries arriving daily is too high for anyone to keep up with by hand, leading to missed follow-ups and unassigned profiles — automating both apps means every contact is processed instantly and your pipeline remains fully organized.
💼
Account executives
You own the sales closing stage and depend on support teams to hand over qualified live chat leads, but communication delays stall your deals — connecting these apps means every prospect is handed over immediately and your pipeline flows without interruption.
🗂️
Database administrators
You need a reliable customer history across all business systems, but manual entry errors keep creating duplicate contact records and fragmented profiles — this integration means every record is synchronized precisely and your database stays clean.
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 + Xeno

Build and manage your Solve CRM + Xeno 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 + Xeno 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
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in $19.99

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Frequently Asked Questions

How do I connect Solve CRM to Xeno?
Frequently Asked Questions
You can connect Solve CRM to Xeno in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for your team. It links with apps like Gmail, Slack, and Calendly instantly.
Can I automatically create Solve CRM contacts from new Xeno live chats?
Frequently Asked Questions
Can I connect Solve CRM, Xeno, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Solve CRM and Xeno?
Frequently Asked Questions
How does Solve CRM handle contact and company data in automations?
Frequently Asked Questions
How does Xeno handle conversations and contact updates?
Frequently Asked Questions
Do I need coding skills to automate Solve CRM and Xeno?
Frequently Asked Questions
Is the Solve CRM and Xeno integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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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