Solve CRM + EmailOctopus Integration

Integrate EmailOctopus to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Add contacts to your CRM, update company records, alert your support team, 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
  • EmailOctopus
    Contact is created in EmailOctopus Instant
  • EmailOctopus
    Contact is updated in EmailOctopus Instant
  • EmailOctopus
    Contact is deleted in EmailOctopus Instant
  • EmailOctopus
    Campaign is created in EmailOctopus
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • EmailOctopus
    Create contact in EmailOctopus
  • EmailOctopus
    Search contact in EmailOctopus
  • EmailOctopus
    Update contact in EmailOctopus
  • EmailOctopus
    Update contact email address in EmailOctopus
  • EmailOctopus
    Unsubscribe Contact in EmailOctopus
  • EmailOctopus
    Create list in EmailOctopus

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Ready Workflows Ready Workflows for EmailOctopus + Solve CRM Integration

Capture leads, create CRM contacts, organise company records, alert your team, and send follow-ups, all in just one click.

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

Create EmailOctopus contact for new Solve CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your EmailOctopus + Solve CRM flow

Send subscriber data to CRM platforms, messaging tools, and support systems the moment campaigns run. Pick a combination and activate it in one click.

Solve CRM
EmailOctopus
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HubspotHubspot (4)
+
GmailGmail (3)
+
StripeStripe (3)
+
CalendlyCalendly (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
E
S
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When a contact is created in EmailOctopus, create a contact in Solve CRM and add a contact in HubSpot.
New EmailOctopus contacts immediately appear in Solve CRM and HubSpot without manual entry.
E
S
H
When a company is created in Solve CRM, update contact in EmailOctopus and create a company in HubSpot.
Company records created in Solve CRM update EmailOctopus and populate HubSpot instantly.
E
S
H
When a contact is updated in EmailOctopus, update contact in Solve CRM and update the contact in HubSpot.
Contact changes in EmailOctopus sync across Solve CRM and HubSpot automatically.
E
S
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When a campaign is created in EmailOctopus, create a contact in Solve CRM and create a task in HubSpot.
New campaign creation triggers Solve CRM contacts and sets follow-up tasks in HubSpot.

Supported triggers and actions for Solve CRM and EmailOctopus

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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EmailOctopus
EmailOctopus Triggers & Actions
Instant
Contact is created in EmailOctopus
Triggers the automation when a new contact is created
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Instant
Contact is updated in EmailOctopus
Triggers the automation when a contact is updated
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Instant
Contact is deleted in EmailOctopus
Triggers the automation when a contact is removed from the particular list
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Campaign is created in EmailOctopus
Triggers the automation when a new campaign is created
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Create contact in EmailOctopus
Adds a new contact to the address book
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Search contact in EmailOctopus
Finds and retrieves contact information
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Update contact in EmailOctopus
Updates contact information with new details
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Update contact email address in EmailOctopus
Updates the email address associated with a contact
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Unsubscribe Contact in EmailOctopus
Removes contact from mailing list
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Create list in EmailOctopus
Generates a new list
Try it →

What can you automate with EmailOctopus + Solve CRM?

Streamline customer management by connecting email marketing triggers directly to your CRM workflows and records.

What you can automate?
🔗
Sync new subscribers to your CRM
Automatically create a contact in Solve CRM the moment a new contact is created in EmailOctopus. Eliminate manual data entry and keep your sales team instantly updated.
🏢
Manage corporate entities across platforms
Ensure company records created in Solve CRM update your EmailOctopus lists without missing custom fields or vital metadata.
🔔
Alert teams when campaigns launch
Trigger instant team notifications and task creations in your preferred messaging app whenever a new EmailOctopus campaign goes live.
🔀
Route records based on submitted data
Handle contacts differently depending on subscriber tags or campaign sources, sending high-value leads to priority pipelines.
🔄
Keep contact details synchronized
Update contact information across both EmailOctopus and Solve CRM automatically whenever profile changes occur.
🔍
Search and update existing profiles
Avoid duplicate entries by searching for existing records and updating contact email addresses rather than creating new ones.
🗑️
Handle list cleanup and deletions
Unsubscribe or delete contacts in EmailOctopus and automatically reflect those lifecycle changes within Solve CRM.
🌐
Extend your workflow to external tools
Connect your core EmailOctopus and Solve CRM automation to HubSpot, Slack, Stripe, or Gmail for multi-step execution.
And much more...

Who is EmailOctopus + Solve CRM integration for?

Customer service and marketing teams managing subscriber lists and client records can eliminate manual data entry and keep their systems perfectly aligned.

Performance marketers
Performance marketers
Customer support managers
Customer support managers
Account managers
Account managers
Sales operations leads
Sales operations leads
Customer success teams
Customer success teams
Operations leads
Operations leads
📈
Performance marketers
You're running campaigns across multiple lists but your CRM tracking only updates when someone manually exports contacts, so the metrics you're optimising against are always a few hours behind — with this integration, every new contact lands in Solve CRM instantly and your data stays current.
Customer support managers
You need to act fast when corporate subscribers register, and you find out too late because email lists and CRM records live in separate silos — automating both apps means every new company record is created instantly and your team can respond without delay.
📋
Account managers
You answer to clients who want to see campaign progress and subscriber engagement reflected in their CRM accounts, but manual syncing leaves frustrating gaps — connecting these apps means every update is recorded automatically and client reports are always accurate.
🚀
Sales operations leads
The volume of inbound email subscribers is too high for anyone to keep up with by hand, leading to missed opportunities and stale records — integrating these apps means contact creation runs entirely on autopilot and your database scales effortlessly.
🔄
Customer success teams
You own the onboarding stage and depend on marketing campaigns to hand over qualified leads, but manual handoffs cause delays — automating both apps means every new contact triggers immediate CRM actions so you can start onboarding right away.
🗂️
Operations leads
You need a reliable history of all subscriber activity and keep finding gaps where records failed to transfer between platforms — with this integration, every contact event is captured cleanly and your historical logs remain unbroken.
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 + EmailOctopus

Build and manage your Solve CRM + EmailOctopus 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 + EmailOctopus 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 EmailOctopus to Solve CRM?
Frequently Asked Questions
You can connect EmailOctopus to Solve CRM using 1-click automation templates on Integrately or ask Integrately AI to build the automation and map the fields for you. It also integrates seamlessly with other tools like Slack, Gmail, and HubSpot.
Can I automatically create Solve CRM contacts from new EmailOctopus subscribers?
Frequently Asked Questions
Can I connect EmailOctopus, Solve CRM, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for EmailOctopus and Solve CRM?
Frequently Asked Questions
How do contact updates in EmailOctopus affect Solve CRM records?
Frequently Asked Questions
Can I log corporate entities from Solve CRM into EmailOctopus lists?
Frequently Asked Questions
Do I need coding skills to automate EmailOctopus and Solve CRM?
Frequently Asked Questions
Is the EmailOctopus and Solve CRM integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

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