Solve CRM + Instamojo Integration

Integrate Instamojo to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Track every transaction in your CRM, update records, notify your team, and trigger follow-ups automatically.

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1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • Instamojo
    Payment is added in Instamojo
  • Instamojo
    Payment request is added in Instamojo
  • Instamojo
    Refund is issued in Instamojo
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2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM

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Ready Workflows Ready Workflows for Instamojo + Solve CRM Integration

Capture payments, create contacts, keep your CRM updated, notify your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Instamojo + Solve CRM Integration

Create Solve CRM contact from new Instamojo payment

If you've been using Instamojo to power your online payments, you'll be happy to know that integration with Solve CRM will make it even easier for you to keep track of your payments and contact.

With this integration, when a payment is added in Instamojo, a contact will automatically be created in Solve CRM. This makes it easy to keep track of your payments and contact data all in one place.

So if you're already using Instamojo and Solve CRM, be sure to check it out!
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Connect more apps to your Instamojo + Solve CRM flow

Sync transaction data with marketing tools, spreadsheets, and messaging platforms to keep your entire business aligned. Pick a combination and activate it in one click.

Solve CRM
Instamojo
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MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
QuickBooks OnlineQuickBooks Online (3)
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SlackSlack (3)
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GmailGmail (3)
+
Google DriveGoogle Drive (3)
I
S
M
Add every new Instamojo payment contact to Solve CRM, and add the subscriber in Mailchimp
New Instamojo payments create Solve CRM contacts and Mailchimp subscribers instantly, so your marketing lists stay current without manual exports.
I
S
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When an Instamojo payment request is added, create a Solve CRM company and add the tag in Mailchimp
Payment requests in Instamojo instantly generate Solve CRM companies and tag subscribers in Mailchimp for targeted follow-ups.
I
S
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If an Instamojo refund is issued, update Solve CRM and remove the subscriber tag in Mailchimp
Refunds issued in Instamojo update Solve CRM records and remove tags in Mailchimp so you never market to refunded customers.

Supported triggers and actions for Solve CRM and Instamojo

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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Instamojo
Instamojo Triggers & Actions
Payment is added in Instamojo
Triggers the automation when a new payment is added
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Payment request is added in Instamojo
Triggers the automation when a payment request is created
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Refund is issued in Instamojo
Triggers the automation when a refund is issued
Try it →
No action is available

What can you automate with Instamojo + Solve CRM?

Streamline your customer operations by connecting online payments directly to your CRM workflows.

What you can automate?
💳
Create Solve CRM contacts from Instamojo payments
Automatically generate a new contact or company in Solve CRM the moment a payment or payment request is added in Instamojo, eliminating manual data entry.
📝
Capture every payment and customer detail
Map all available transaction data, customer names, and amounts directly into your Solve CRM records for comprehensive tracking.
🔔
Alert your team instantly on new payments
Keep stakeholders informed the second a customer completes a transaction by triggering notifications across your communication channels.
🔀
Route transactions based on payment criteria
Handle high-value payments differently by applying conditional rules to your Solve CRM record creation and team assignments.
🔄
Keep customer records continuously updated
Reflect new payment requests, updates, and customer details automatically between Instamojo and Solve CRM without double-handling data.
👥
Prevent duplicate contacts and companies
Match incoming Instamojo payment data intelligently against existing Solve CRM entries to keep your database clean and organized.
🔄
Handle refunds and status changes automatically
Update your Solve CRM records instantly whenever a refund is issued in Instamojo so your team always views accurate account statuses.
🔗
Extend your payment workflow to Mailchimp
Sync your Instamojo payment data with Mailchimp through Solve CRM to automate customer newsletters and targeted email campaigns.
And much more...

Who is Instamojo + Solve CRM integration for?

Connecting Instamojo and Solve CRM helps finance teams, customer support managers, and business owners automate data entry and streamline follow-ups without manual effort.

Finance teams
Finance teams
Customer support managers
Customer support managers
Account managers
Account managers
Sales operations leads
Sales operations leads
Sales representatives
Sales representatives
Business owners
Business owners
📈
Finance teams
You're reconciling payment ledgers manually every week because your payment gateway and CRM do not talk to each other, so the revenue reports you present are always outdated — this integration means every Instamojo payment creates a Solve CRM record instantly and your financial logs stay accurate.
⚡
Customer support managers
You need to assist buyers immediately when payments clear, but you find out about new customers hours later when someone checks the gateway — with this integration, every new Instamojo payment creates a Solve CRM contact instantly so your support team can reach out right away.
📊
Account managers
You answer to clients who want to see their onboarding and transaction status updated in real time, but manual data entry leaves gaps in your pipeline — automating both apps means every Instamojo transaction populates Solve CRM automatically and your client reporting is always up to date.
📦
Sales operations leads
The volume of incoming online transactions is too high for your team to keep up with by hand, leading to missed client records and untracked accounts — connecting these apps means every Instamojo payment request creates a Solve CRM company effortlessly and your team handles scale without errors.
🤝
Sales representatives
You own the outreach step and depend on finance or marketing to hand over customer payment details before you can follow up, causing costly delays — automating both apps means every new Instamojo payment logs directly into Solve CRM so you can start outreach immediately.
🗂️
Business owners
You need a reliable history of every customer interaction and purchase, but disconnected tools leave fragmented records across systems — this integration means every Instamojo payment and refund creates a complete Solve CRM contact history with zero missing data.
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Why choose Integrately to automate Solve CRM + Instamojo

Build and manage your Solve CRM + Instamojo 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 + Instamojo 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 Instamojo to Solve CRM?
Frequently Asked Questions
You can connect Instamojo to Solve CRM in one click using ready-made workflows on Integrately, or ask Integrately AI to build a custom automation for you. It also supports tools like Mailchimp, Google Sheets, QuickBooks Online, Slack, Gmail, and Google Drive.
Can I automatically create a Solve CRM contact when a payment is added in Instamojo?
Frequently Asked Questions
Can I connect Instamojo, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Instamojo and Solve CRM?
Frequently Asked Questions
How does Instamojo handle payment data in this integration?
Frequently Asked Questions
How does Solve CRM manage contact records during automation?
Frequently Asked Questions
Do I need coding skills to automate Instamojo and Solve CRM?
Frequently Asked Questions
Is the Instamojo and Solve CRM integration free?
Frequently Asked Questions
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