Solve CRM + Beamer Integration

Integrate Beamer to Solve CRM in one click, or tell Integrately AI how you want each feedback handled. Capture NPS scores, create Solve CRM contacts, update customer records, and trigger follow-ups 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
  • Beamer
    Post is created in Beamer Instant
  • Beamer
    NPS response is received in Beamer Instant
  • Beamer
    Comment is created in Beamer Instant
  • Beamer
    Reaction is received in Beamer Instant
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Beamer
    Create post in Beamer

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Ready Workflows Ready Workflows for Beamer + Solve CRM Integration

Capture feedback, create contacts, update customer records, alert your team, and send follow-ups, all in just one click.

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

Create Solve CRM contact for new Beamer nps response

When someone completes your Beamer, a new contact is automatically created in your Solve CRM. This way, you can quickly follow up with the nps response and turn them into a customer!

Plus, all of the information from the Beamer is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Beamer - Solve CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Connect more apps to your Beamer + Solve CRM flow

Streamline customer updates by notifying teams, logging analytics, and syncing lead data across your tools after every interaction. Pick a combination and activate it in one click.

Solve CRM
Beamer
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HubspotHubspot (8)
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Google Analytics 4Google Analytics 4 (8)
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CalendlyCalendly (8)
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SlackSlack (8)
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GmailGmail (8)
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MailchimpMailchimp (8)
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Add every Beamer NPS response as a contact in Solve CRM and create a contact in HubSpot
Beamer NPS responses appear in Solve CRM and HubSpot instantly, ensuring your sales and support tools stay synchronized without manual data entry.
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Turn every Beamer comment into a Solve CRM company and create a deal in HubSpot
New Beamer comments instantly generate a company record in Solve CRM and open a new deal in HubSpot for your sales pipeline.
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When a Solve CRM company is created, publish a Beamer post and update HubSpot contact stages
New Solve CRM companies trigger a Beamer update post and update active stages in HubSpot automatically.
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Create a Solve CRM contact from a Beamer reaction and set a task in HubSpot
Beamer user reactions trigger a Solve CRM contact creation and schedule a follow-up task in HubSpot.
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If a Beamer NPS response is promoter tier, save it in Solve CRM and create a VIP deal in HubSpot
High-scoring Beamer NPS responses automatically create priority Solve CRM contacts and VIP deals in HubSpot.
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When a Solve CRM deal is won, publish a Beamer celebration post and update HubSpot records
Closed-won deals in Solve CRM trigger celebratory Beamer posts and update deal statuses in HubSpot.
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Use ChatGPT to summarise Beamer NPS feedback, save notes in Solve CRM, and log contacts in HubSpot
ChatGPT analyses Beamer feedback, saving summaries in Solve CRM and logging structured records in HubSpot.
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Turn every Beamer NPS response into a Solve CRM contact, create a HubSpot deal, and notify Slack
Beamer feedback flows into Solve CRM and HubSpot while alerting your sales channel instantly in Slack.

Supported triggers and actions for Solve CRM and Beamer

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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Beamer
Beamer Triggers & Actions
Instant
Post is created in Beamer
Triggers the automation when a new post is created
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Instant
NPS response is received in Beamer
Triggers the automation when a new NPS (Net Promoter Score) response is received
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Instant
Comment is created in Beamer
Triggers the automation when a new comment is added
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Instant
Reaction is received in Beamer
Triggers the automation when a new reaction is received
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Create post in Beamer
Creates and publish a new post
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What can you automate with Beamer + Solve CRM?

Streamline your customer feedback and CRM workflows by syncing Beamer updates with Solve CRM automatically.

What you can automate?
🔄
Create Solve CRM contacts from Beamer NPS feedback
Automatically generate a new contact in Solve CRM the moment an NPS response is submitted in Beamer. Eliminate manual copying and keep your CRM database updated in real time.
📝
Capture every submitted field in your CRM
Map all available feedback details, user comments, and reaction metrics from Beamer directly into Solve CRM fields instead of just basic names. Your records capture the full context of every user interaction.
📢
Alert your team instantly when feedback arrives
Notify the right team members in Slack or email the moment a new comment or high-value NPS score is received in Beamer, ensuring rapid follow-up on critical customer feedback.
🔀
Route contacts based on NPS scores
If a submitted Beamer NPS response is 9 or above, create a VIP contact in Solve CRM; otherwise, create a standard support contact. Automatically segment users based on their exact feedback.
🔄
Keep Solve CRM updated as Beamer activity changes
Automatically update existing Solve CRM records whenever a user submits new comments, reactions, or updated feedback details in Beamer, keeping your database accurate over time.
🛡️
Upsert records to prevent duplicate contacts
Check whether a customer already exists in Solve CRM before creating a new entry from Beamer feedback, updating their existing profile instead of cluttering your database with duplicates.
⏱️
Manage follow-ups after feedback resolution
Automatically update Solve CRM tasks or adjust customer stages when a Beamer post interaction moves from initial review to completed resolution, maintaining clear pipeline visibility.
🔗
Extend your workflow to Slack and Gmail
Push your Beamer and Solve CRM data further by automatically alerting teams in Slack or sending follow-up messages via Gmail as soon as new contacts are created.
And much more...

Who is Beamer + Solve CRM integration for?

Customer success teams, product managers, and account executives use this integration to eliminate manual data entry and keep customer records updated instantly.

Data analysts
Data analysts
Support managers
Support managers
Account managers
Account managers
Sales operations teams
Sales operations teams
Onboarding managers
Onboarding managers
Records managers
Records managers
📊
Data analysts
You're reviewing feedback submissions in Beamer but your CRM records only update when someone manually exports entries, so the reports you present are always hours out of date — automating both apps means every NPS response lands in Solve CRM instantly and your dashboards stay current.
Support managers
You're tracking customer comments in Beamer but your team finds out about critical issues too late because tickets require manual creation, so response times slip — with this integration, every comment creates a Solve CRM contact immediately and your team acts without delay.
🤝
Account managers
You're sharing product updates via Beamer while clients ask for progress reports that require checking multiple tools, so communication feels disjointed — automating both apps means every client interaction syncs to Solve CRM and your updates match reality.
📈
Sales operations teams
You're receiving high volumes of user reactions in Beamer that nobody has time to log into Solve CRM by hand, so valuable leads fall through the cracks — integrating these apps means every reaction creates a contact automatically and your pipeline stays full.
🎯
Onboarding managers
You're depending on team members to manually pass Beamer engagement data over to Solve CRM before you can start onboarding, so handoffs stall — with this integration, every new post interaction triggers a Solve CRM record and your workflow starts instantly.
📋
Records managers
You're archiving user feedback in Beamer while auditing customer profiles in Solve CRM, but manual transfers leave missing history gaps, so audits fail — automating both apps means every interaction is logged accurately and your historical records remain complete.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Solve CRM + Beamer

Build and manage your Solve CRM + Beamer 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 + Beamer 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?

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Automation is ready
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Frequently Asked Questions

How do I connect Beamer to Solve CRM?
Frequently Asked Questions
You can connect Beamer to Solve CRM instantly using 1-click ready workflows on Integrately. Simply choose a template, connect your accounts, or use Integrately AI to build custom multi-step flows connecting tools like Slack, Gmail, and HubSpot.
How can I automatically create Solve CRM contacts from Beamer NPS responses?
Frequently Asked Questions
Can I connect Beamer, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Beamer and Solve CRM?
Frequently Asked Questions
How does Beamer handle user comments and reactions during integration?
Frequently Asked Questions
How are Solve CRM contacts created from feedback updates?
Frequently Asked Questions
Can I automate Beamer and Solve CRM workflows without coding?
Frequently Asked Questions
Is the Beamer and Solve CRM integration free?
Frequently Asked Questions
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