Solve CRM + CLOSEM Integration

Connect Solve CRM to CLOSEM - Automate your workflows in 1-click

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Solve CRM + CLOSEM  Integration

Create CLOSEM contact for new Solve CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Solve CRM & CLOSEM

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Solve CRM + CLOSEM  Integration
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • CLOSEM
    Create contact in CLOSEM
  • CLOSEM
    Schedule appointment in CLOSEM
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Integrate Solve CRM & CLOSEM In 1 Click
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