Create Solve CRM company for new Convertri response
Convertri + Solve CRM Integration
Solve CRM + Convertri Integration
Integrate Convertri to Solve CRM in one click, or tell Integrately AI how you want each submission handled. Capture leads, create contacts, update records, and trigger 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
Purchase is added in Convertri Instant- Form is submitted in Convertri Instant
2.
- Create contact in Solve CRM
- Create company in Solve CRM
Trusted by experts at...
Ready Workflows for Convertri + Solve CRM Integration
Capture submissions, create contacts, create companies, update records, and trigger follow-ups, all in just one click.
Most popular automations
Create Solve CRM contact for new Convertri response
When someone completes your Convertri, a new contact is automatically created in your Solve CRM. This way, you can quickly follow up with the response and turn them into a customer!
Plus, all of the information from the Convertri is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Convertri - Solve CRM integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, all of the information from the Convertri is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Convertri - Solve CRM integration set up makes it easy to manage your customer relationships and grow your business.
When Purchase is added in Convertri > Check any condition > Create contact in Solve CRM
Convertri + Solve CRM Integration
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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 Convertri + Solve CRM flow
Send data to marketing tools, log records in spreadsheets, and notify your team immediately after your core workflow finishes. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
Stripe (4)
Stripe (4) +
Mailchimp (4)
Mailchimp (4) +
Calendly (4)
Calendly (4) +
Google Sheets (4)
Google Sheets (4) +
Slack (4)
Slack (4) C
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Add every Convertri form submission as a Solve CRM contact, and create a customer in Shopify.
Convertri form submissions instantly create contacts in Solve CRM and customers in Shopify without manual entry.
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When a purchase is added in Convertri, create a company in Solve CRM and record the order in Shopify.
Convertri purchases create company profiles in Solve CRM and log orders in Shopify automatically.
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Create a Solve CRM contact from Convertri form submissions and add a product in Shopify.
Convertri form submissions generate Solve CRM contacts and update your product catalog in Shopify.
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Turn Convertri purchases into Solve CRM companies and create draft orders in Shopify.
Convertri purchases populate Solve CRM company accounts and generate draft orders in Shopify instantly.
Supported triggers and actions for Solve CRM and Convertri
Mix and match to build the exact automation you need
Solve CRM Triggers & Actions
What can you automate with Convertri + Solve CRM?
Streamline your sales funnels and customer records by automating data flow between Convertri and Solve CRM.
🔄
Create CRM contacts from form submissions
Automatically create a new contact in Solve CRM whenever a visitor submits a form in Convertri. Eliminate manual data entry and connect your funnel straight to your CRM.
📋
Capture every form detail
Map all submitted fields from Convertri forms directly into Solve CRM contact records. Ensure no custom answers or customer notes get lost during the handoff.
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Alert your team instantly
Notify your sales or support team the moment a new purchase or form submission occurs in Convertri. Ensure rapid response times for every high-intent lead.
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Route leads by submitted values
Create companies or contacts in Solve CRM based on specific form selections in Convertri. Direct high-value submissions to senior reps automatically.
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Keep customer records synchronized
Update existing Solve CRM records whenever returning visitors submit new Convertri forms. Maintain accurate history without creating duplicate entries.
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Prevent duplicate contact creation
Check existing records in Solve CRM before adding new entries from Convertri purchases. Upsert contact details cleanly to keep your database tidy.
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Handle purchase events and updates
Trigger automated Solve CRM updates whenever a purchase is added in Convertri. Log financial milestones against the correct customer profile effortlessly.
📊
Extend your workflow to Google Sheets
Capture Convertri form submissions in Solve CRM while simultaneously logging every detail in a Google Sheets tracker for reporting.
And much more...
Who is Convertri + Solve CRM integration for?
Teams managing sales funnels and customer service workflows use this integration to automate data handoffs and eliminate manual record creation across Convertri and Solve CRM.
Sales managers
Customer support leads
Agency account directors
E-commerce founders
Sales representatives
Operations directors
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Sales managers
You're tracking form submissions across your Convertri funnels, but your Solve CRM reports only update when someone manually adds contacts, so the numbers you're reviewing are always a few hours behind — automating both apps means every new submission lands in your CRM instantly and your pipeline stays current.
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Customer support leads
You're launching high-traffic funnels in Convertri, but your team finds out about new customer inquiries only after checking the backend, so follow-ups get delayed — this integration means every new purchase creates a Solve CRM contact immediately and your team can respond without waiting.
📊
Agency account directors
You're building client funnels in Convertri, but keeping Solve CRM updated requires tedious manual exports every time a form is submitted, so clients see gaps in their account activity — with this integration, every submission creates a CRM record instantly and client updates stay accurate.
🚀
E-commerce founders
You're processing hundreds of Convertri purchases daily, but manually creating company profiles in Solve CRM takes hours away from scaling your store, so details get missed — automating both apps means every transaction generates a company record without manual data entry.
👥
Sales representatives
You're waiting for leads to be exported from Convertri before you can reach out in Solve CRM, so prospective buyers sit untouched in spreadsheets — connecting these apps means every form submission populates your CRM inbox instantly and you can start outreach right away.
🗂️
Operations directors
You're capturing leads through Convertri pages, but manual record creation leads to missing contact details in Solve CRM, leaving incomplete histories in customer profiles — this integration means every interaction is logged cleanly and your customer database remains completely reliable.
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 + Convertri
Build and manage your Solve CRM + Convertri automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Solve CRM + Convertri 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 + Convertri Now 
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Frequently Asked Questions
How do I connect Convertri to Solve CRM?
You can connect Convertri to Solve CRM in 1 click using ready workflows on Integrately. Use Integrately AI to set up custom data flows linking Convertri, Solve CRM, and tools like Slack, Google Sheets, or Mailchimp without any coding.
How can I automatically create Solve CRM contacts from Convertri form submissions?
Can I connect Convertri, Solve CRM, and Google Sheets?
What is a good Zapier alternative for Convertri and Solve CRM?
How do Convertri form submissions trigger CRM updates?
How are new companies created in Solve CRM from purchases?
Do I need coding skills to set up this integration?
Is the Convertri and Solve CRM integration free?
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