Solve CRM + Folioze Integration

Integrate Folioze to Solve CRM in one click, or tell Integrately AI how you want each order handled. Track orders, create company records in Solve CRM, update your contacts, and trigger automated follow-ups instantly.

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
  • Folioze
    Product is created in Folioze Instant
  • Folioze
    Product is updated in Folioze Instant
  • Folioze
    Form response is created in Folioze Instant
  • Folioze
    Order is created in Folioze Instant
  • Folioze
    Order is updated in Folioze Instant
  • Folioze
    Contact is created or updated in Folioze Instant
  • Folioze
    Booking is created in Folioze Instant
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Folioze
    Delete contact in Folioze
  • Folioze
    Search contact in Folioze
  • Folioze
    Update contact in Folioze
  • Folioze
    Create contact in Folioze
  • Folioze
    Create product in Folioze
  • Folioze
    Update product in Folioze
  • Folioze
    Search product in Folioze
  • Folioze
    Create member in Folioze
  • Folioze
    Delete member in Folioze
  • Folioze
    Create member group in Folioze
  • Folioze
    Update member group in Folioze
  • Folioze
    Delete member group in Folioze

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Ready Workflows Ready Workflows for Folioze + Solve CRM Integration

Capture Folioze orders, create Solve CRM companies, sync contacts, update records, and trigger follow-ups, all in just one click.

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

Create Folioze contact for new Solve CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Folioze + Solve CRM Integration

Create Solve CRM contact from new Folioze order

As an online store owner, you're likely using Folioze to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Folioze with Solve CRM? This integration will allow you to automatically create a contact for each new order in Solve CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Folioze + Solve CRM Integration

Create Solve CRM contact for new Folioze form submission

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

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

Sync your new Folioze orders and Solve CRM companies with billing, communication, and scheduling tools to run complete operations. Pick a combination and activate it in one click.

Solve CRM
Folioze
+
StripeStripe (8)
+
GmailGmail (8)
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CalendlyCalendly (8)
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SlackSlack (8)
+
MailchimpMailchimp (8)
+
QuickBooks OnlineQuickBooks Online (8)
F
S
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Add every new Folioze order to Stripe as a customer, and create a company in Solve CRM
Folioze orders automatically generate customer records in Stripe and company profiles in Solve CRM without manual entry.
F
S
S
Create a Stripe customer for every Folioze contact update, and add a contact in Solve CRM
Keep your Stripe billing profiles and Solve CRM contacts updated instantly whenever Folioze contact details change.
F
S
S
When a Folioze order is updated, update the Stripe charge status and create a company in Solve CRM
Order modifications in Folioze automatically update billing statuses in Stripe and record company updates in Solve CRM.
F
S
S
Create a product in Stripe for every new Folioze product, and add a contact in Solve CRM
New products created in Folioze are instantly registered in Stripe and linked to a contact in Solve CRM.
F
S
S
If a Folioze form response is enterprise tier, create a priority customer in Stripe and a company in Solve CRM
Route high-value Folioze form submissions to priority billing in Stripe and dedicated company records in Solve CRM.
F
S
S
When a Folioze order is updated, record the invoice in Stripe and update the company in Solve CRM
Recorded order updates in Folioze automatically generate corresponding invoices in Stripe and update Solve CRM companies.
F
C
S
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Use ChatGPT to score every Folioze form response, create a customer in Stripe, and add a company in Solve CRM
ChatGPT analyses new Folioze form submissions to determine customer fit before creating a Stripe customer and Solve CRM company.
F
S
S
S
When an order is created in Folioze, create a Stripe customer, add a Solve CRM company, and notify Slack
New Folioze orders trigger customer creation in Stripe, company logging in Solve CRM, and an instant Slack notification.

Supported triggers and actions for Solve CRM and Folioze

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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Folioze
Folioze Triggers & Actions
Instant
Product is created in Folioze
Triggers the automation when a new product is created
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Instant
Product is updated in Folioze
Triggers the automation when a product is updated
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Instant
Form response is created in Folioze
Triggers the automation when a form is filled
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Instant
Order is created in Folioze
Triggers the automation when a new order is created
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Instant
Order is updated in Folioze
Triggers the automation when any order is updated
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Instant
Contact is created or updated in Folioze
Triggers the automation when a contact is created or updated
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Instant
Booking is created in Folioze
Triggers the automation when a new booking is created
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Delete contact in Folioze
Removes a contact from the address book
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Search contact in Folioze
Finds and retrieves contact information
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Update contact in Folioze
Updates contact information with new details
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Create contact in Folioze
Adds a new contact to the database
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Create product in Folioze
Generates and launch new products
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Update product in Folioze
Updates product information
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Search product in Folioze
Searches for a product
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Create member in Folioze
Adds a new member to the system
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Delete member in Folioze
Removes a member from the system
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Create member group in Folioze
Creates a new group of members
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Update member group in Folioze
Updates the particular member group
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Delete member group in Folioze
Deletes a member group
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What can you automate with Folioze + Solve CRM?

Streamline your workflow by connecting Folioze triggers directly to Solve CRM actions and beyond.

What you can automate?
🏢
Create Solve CRM companies from Folioze orders
Automatically generate a new company record in Solve CRM the moment an order or customer submission comes in through Folioze. Eliminate manual data entry and keep your CRM updated in real time.
📝
Capture every submitted form field
Map every detail from your Folioze landing page forms into Solve CRM instead of just names and emails. Store complete information for better customer context.
🔔
Alert your team on new form responses
Notify team members immediately when a high-value submission or booking occurs in Folioze. Ensure prompt follow-up without checking dashboards constantly.
🔀
Route records based on submitted data
Direct enterprise leads and standard orders to different pipelines in Solve CRM based on criteria submitted in Folioze. Handle different customer tiers with tailored workflows.
🔄
Keep Solve CRM records current as orders change
Update existing company and contact records in Solve CRM whenever product or order details are modified in Folioze. Maintain accurate data across both platforms.
🔍
Prevent duplicates with smart search and update
Search existing records in Solve CRM before creating new contacts or companies from Folioze submissions. Update existing entries to keep your database clean.
📦
Manage order and booking status updates
Trigger actions in Solve CRM when a Folioze order status changes or a booking is completed. Keep your team aligned on customer progression through your funnel.
💬
Extend your workflow with Slack notifications
Send Folioze order details and Solve CRM company updates straight to your team's Slack channel in a single automated pipeline.
And much more...

Who is Folioze + Solve CRM integration for?

Sales and customer success teams managing website conversions need this integration to automatically sync leads and company data without manual entry.

Revenue Operations Managers
Revenue Operations Managers
Sales Representatives
Sales Representatives
Account Managers
Account Managers
E-commerce Founders
E-commerce Founders
Customer Success Leads
Customer Success Leads
Operations Coordinators
Operations Coordinators
📈
Revenue Operations Managers
You're tracking daily website conversions, but your CRM records only update when someone exports files by hand, so your pipeline reports are always outdated — automating both apps means every new Folioze order lands in Solve CRM instantly and your metrics stay current.
Sales Representatives
You need to reach out to inbound website leads immediately, but you find out about new submissions hours later when checking spreadsheets — this integration means every Folioze form response creates a contact in Solve CRM instantly so you can follow up first.
🤝
Account Managers
You report client activity to stakeholders weekly, but missing landing page interactions leave gaps in your client history — with this integration, every Folioze booking populates Solve CRM right away for complete client visibility.
📊
E-commerce Founders
The volume of incoming website orders is too high for your team to log manually without making mistakes — automating both apps means every Folioze order flows straight into Solve CRM without missing a single transaction.
🛠️
Customer Success Leads
You own onboarding and depend on marketing to hand over website registrants, but handoffs are consistently delayed — connecting these apps means every Folioze contact update triggers immediate creation in Solve CRM so your team takes over right away.
🗂️
Operations Coordinators
You need a reliable history of all website product updates and customer sign-ups, but manual logs keep missing records — this integration means every Folioze product change populates Solve CRM automatically with zero gaps.
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 + Folioze

Build and manage your Solve CRM + Folioze 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 + Folioze 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Folioze to Solve CRM?
Frequently Asked Questions
You can connect Folioze to Solve CRM in 1-click using ready workflows on Integrately or by asking Integrately AI to build the automation. It links Folioze with Solve CRM and other tools like Stripe, Gmail, and Slack instantly.
Can I automatically create Solve CRM companies from Folioze orders?
Frequently Asked Questions
Can I connect Folioze, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Folioze and Solve CRM?
Frequently Asked Questions
How do Folioze form responses update Solve CRM contacts?
Frequently Asked Questions
Can I sync Folioze product updates to Solve CRM?
Frequently Asked Questions
How do I automate Folioze and Solve CRM without coding?
Frequently Asked Questions
Is the Folioze and Solve CRM integration free?
Frequently Asked Questions
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