Solve CRM + Clientjoy Integration

Integrate Clientjoy to Solve CRM in one click, or tell Integrately AI how you want each customer handled. Sync company details, create contacts, update your CRM records, and alert 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
  • Clientjoy
    Lead is created in Clientjoy Instant
  • Clientjoy
    Customer is created in Clientjoy Instant
  • Clientjoy
    Invoice is created in Clientjoy
  • Clientjoy
    Invoice is paid in Clientjoy Instant
  • Clientjoy
    Proposal is created in Clientjoy
  • Clientjoy
    Proposal is send in Clientjoy Instant
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Clientjoy
    Create lead in Clientjoy
  • Clientjoy
    Create customer in Clientjoy
  • Clientjoy
    Create Invoice in Clientjoy
  • Clientjoy
    Create proposal in Clientjoy

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Ready Workflows Ready Workflows for Clientjoy + Solve CRM Integration

Capture new customers, create matching companies, sync contacts, and alert your support team, all in just one click.

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

Create Solve CRM contact for new Clientjoy contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Solve CRM contact and Clientjoy contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Solve CRM + Clientjoy Integration

Create Clientjoy contact for new Solve CRM contact

If you're using Solve CRM to manage your sales leads, it's important to also use Clientjoy to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Solve CRM, a corresponding contact will automatically be created in Clientjoy.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your Clientjoy + Solve CRM flow

Send customer data to messaging channels, log invoices in billing tools, and notify your support team the moment deals close. Pick a combination and activate it in one click.

Solve CRM
Clientjoy
+
StripeStripe (4)
+
Google CalendarGoogle Calendar (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
HubSpotHubSpot (4)
C
S
S
When a Customer is created in Clientjoy, create a customer in Stripe, and create a company in Solve CRM.
New Clientjoy customers instantly generate a customer profile in Stripe and a company record in Solve CRM.
C
S
S
When an Invoice is created in Clientjoy, create an invoice in Stripe, and create a contact in Solve CRM.
Clientjoy invoices automatically generate matching invoices in Stripe and new contacts in Solve CRM.
C
S
S
When an Invoice is paid in Clientjoy, create a customer in Stripe, and update the company in Solve CRM.
Paid invoices in Clientjoy establish Stripe customer records and update Solve CRM company statuses.
C
S
S
Use ChatGPT to review every Clientjoy customer, create a customer in Stripe, and create a company in Solve CRM.
Use ChatGPT to evaluate new Clientjoy customers before creating Stripe profiles and Solve CRM companies.

Supported triggers and actions for Solve CRM and Clientjoy

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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Clientjoy
Clientjoy Triggers & Actions
Instant
Lead is created in Clientjoy
Triggers the automation when a new lead is created
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Instant
Customer is created in Clientjoy
Triggers the automation when a new customer is created
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Invoice is created in Clientjoy
Triggers the automation when any invoice is added or modified
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Instant
Invoice is paid in Clientjoy
Triggers the automation when an invoice is marked as paid
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Proposal is created in Clientjoy
Triggers the automation when a new proposal is created
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Instant
Proposal is send in Clientjoy
Triggers the automation when a proposal is sent
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Create lead in Clientjoy
Generates new leads for potential customers
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Create customer in Clientjoy
Adds a new customer to the database
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Create Invoice in Clientjoy
Generates invoices for sales transactions
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Create proposal in Clientjoy
Generates a new proposal
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What can you automate with Clientjoy + Solve CRM?

Streamline your client lifecycle and service management with powerful, automated workflows.

What you can automate?
🏢
Create Solve CRM companies from Clientjoy customers automatically
Automatically create a matching company in Solve CRM whenever a new customer is created in Clientjoy, ensuring your service team has instant access to client details.
📋
Sync all submitted proposal and customer data
Map every available detail from Clientjoy proposals and customer profiles directly into Solve CRM records, eliminating partial data entries and manual copying.
🔔
Alert your team the moment a client converts
Notify your support or sales team the second a new customer or lead is created in Clientjoy, keeping everyone aligned on new business milestones.
🔀
Route records based on custom client attributes
Condition your workflows so that enterprise clients trigger priority company creation in Solve CRM while standard leads follow a separate path.
🔄
Keep client and company profiles synchronized
Update existing Solve CRM records automatically whenever customer details or lifecycle stages change in Clientjoy, maintaining single sources of truth.
🛡️
Prevent duplicate entries across systems
Search existing records before creating new contacts or companies in Solve CRM, ensuring clean databases without redundant profiles.
💳
Automate workflows when invoices are paid
Trigger follow-up actions in Solve CRM or update project stages the moment an invoice is paid in Clientjoy, aligning finance and service teams.
💬
Extend your CRM flow with Slack notifications
Extend your core Clientjoy and Solve CRM automation by alerting your team in Slack or logging details in Google Sheets instantly.
And much more...

Who is Clientjoy + Solve CRM integration for?

Connecting Clientjoy and Solve CRM helps agencies and support teams eliminate manual data entry, streamline client management, and accelerate workflows.

Agency directors and managers
Agency directors and managers
Customer support leads
Customer support leads
Client account managers
Client account managers
Sales operations teams
Sales operations teams
Client success specialists
Client success specialists
CRM administrators
CRM administrators
📈
Agency directors and managers
You're tracking client lifecycles in Clientjoy but your Solve CRM records only update when someone manually exports data, so your pipeline reports are always a few hours behind — with this integration, every customer and company syncs instantly and your numbers stay current.
Customer support leads
You manage client onboarding in Clientjoy but need your support team in Solve CRM to act immediately, leaving agents scrambling when handoffs are delayed — automating both apps means every new company is created in Solve CRM the moment it hits Clientjoy, so your team starts helping clients right away.
🤝
Client account managers
You deliver client results through Clientjoy while sharing support metrics from Solve CRM, forcing you to spend hours stitching reports together for client reviews — connecting these apps means your CRM and support data flow together seamlessly, giving you accurate progress views for every stakeholder.
⚙️
Sales operations teams
You're handling dozens of new client leads daily in Clientjoy, but manually creating matching companies and contacts in Solve CRM leads to missed entries and bottlenecks — automating both apps means every lifecycle change flows straight into Solve CRM without manual effort, keeping your scaling operations smooth.
🎯
Client success specialists
You wait for client proposals to close in Clientjoy before setting up accounts in Solve CRM, creating frustrating delays in your onboarding workflow — with this integration, customer creation triggers Solve CRM company setups instantly so you can take over without missing a beat.
📋
CRM administrators
You rely on a complete client history across Clientjoy and Solve CRM, but manual data transfers constantly leave missing company records and broken trails — this integration means every record matches up automatically, giving you a reliable and complete audit trail.
Our team

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Why choose Integrately to automate Solve CRM + Clientjoy

Build and manage your Solve CRM + Clientjoy 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 + Clientjoy 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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Frequently Asked Questions

How do I connect Clientjoy to Solve CRM?
Frequently Asked Questions
You can connect Clientjoy to Solve CRM in one click using ready-made templates or by describing your workflow to Integrately AI. With 1,500+ integrations and 24/5 live chat support, setting up your automated data flow takes minutes.
Can I automatically create Solve CRM companies when a new Clientjoy customer is created?
Frequently Asked Questions
Can I connect Clientjoy, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientjoy and Solve CRM?
Frequently Asked Questions
How does the Clientjoy customer trigger work with Solve CRM?
Frequently Asked Questions
Can I sync invoice payments from Clientjoy to Solve CRM?
Frequently Asked Questions
Do I need coding skills to automate Clientjoy and Solve CRM?
Frequently Asked Questions
Is the Clientjoy and Solve CRM integration free?
Frequently Asked Questions
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You Can Also Connect Clientjoy or Solve CRM With 1500+ Other Apps

Clientjoy
Popular Clientjoy Integrations
Connect Clientjoy to marketing, billing, and communication tools to capture leads and manage invoicing effortlessly.
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Solve CRM
Popular Solve CRM Integrations
Sync Solve CRM with scheduling, project management, and reporting tools to streamline customer service operations.
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