Solve CRM + Iterable Integration

Integrate Iterable to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Sync new contacts from your CRM to your marketing platform, update user records, track customer events, and keep campaigns targeted automatically.

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1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
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2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Iterable
    Create user in Iterable
  • Iterable
    Update user in Iterable
  • Iterable
    Track event in Iterable

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Ready Workflows Ready Workflows for Iterable + Solve CRM Integration

Create users, update records, track events, and sync company data between your CRM and marketing platform, all in just one click.

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Solve CRM + Iterable Integration

Create Iterable contact for new Solve CRM contact

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

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

Extend your CRM and marketing workflows by syncing data to messaging tools, scheduling apps, and email platforms. Pick a combination and activate it in one click.

Solve CRM
Iterable
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SalesforceSalesforce (3)
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HubSpotHubSpot (3)
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CalendlyCalendly (3)
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StripeStripe (3)
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MailchimpMailchimp (3)
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SlackSlack (3)
S
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When a contact is created in Solve CRM, create a user in Iterable and create a lead in Salesforce.
New Solve CRM contacts immediately appear in Iterable as new users and in Salesforce as new leads, keeping your sales and marketing systems aligned.
S
I
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When a company is created in Solve CRM, update the user in Iterable and update the account in Salesforce.
Solve CRM company updates flow directly into Iterable user profiles and Salesforce accounts, keeping enterprise data unified across platforms.
S
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When a contact is created in Solve CRM, track an event in Iterable and create a task in Salesforce.
Track customer acquisition events in Iterable and open follow-up tasks in Salesforce the moment a new contact arrives in Solve CRM.

Supported triggers and actions for Solve CRM and Iterable

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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Iterable
Iterable Triggers & Actions
No trigger is available
Create user in Iterable
Creates a new user account
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Update user in Iterable
Updates user information
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Track event in Iterable
Record and monitor the progress of an event
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What can you automate with Iterable + Solve CRM?

Streamline your customer data workflows by automatically syncing contacts, tracking user events, and managing records between your CRM and growth platform.

What you can automate?
⚡
Sync new contacts between Solve CRM and Iterable automatically
Every contact created in Solve CRM immediately generates a corresponding user profile in Iterable without manual exports or delays.
📋
Capture complete contact and company field data
Map all submitted customer details from Solve CRM into your Iterable user profiles for precise segmentation and targeted messaging.
🔔
Alert your team instantly when records arrive
Send automated notifications to your team channels in Slack the moment new leads or company accounts are registered in Solve CRM.
🔀
Route data intelligently based on submitted fields
Direct your contacts to specific Iterable campaigns or CRM pipelines depending on criteria provided during Solve CRM entry.
🔄
Keep user profiles current as records change
Automatically update existing Iterable user records whenever contact or company information is modified in Solve CRM.
👥
Prevent duplicate entries with smart updates
Check for existing records before creating new users in Iterable, ensuring your database remains clean and organized.
📊
Track customer milestones and lifecycle events
Log user interaction events in Iterable whenever status changes occur across your Solve CRM pipeline.
🌐
Extend your workflow to external apps
Connect your core Iterable and Solve CRM automation to HubSpot or Salesforce for comprehensive pipeline visibility.
And much more...

Who is Iterable + Solve CRM integration for?

Marketing managers, customer support leads, and growth teams depend on this integration to eliminate manual data entry and keep customer profiles perfectly synchronized.

Performance marketers
Performance marketers
Support managers
Support managers
Operations leads
Operations leads
Growth specialists
Growth specialists
Account executives
Account executives
Customer success teams
Customer success teams
📈
Performance marketers
You're running campaigns across multiple platforms but your marketing tool only updates when someone manually exports contacts, so the segment counts you're optimising against are always outdated — with this integration, every new contact lands in Iterable instantly and your data stays current.
🎧
Support managers
You're tracking customer issues in Solve CRM but your marketing team lacks context on who needs help, so promotional emails go out to active ticket holders — with this integration, every new contact lands in Iterable instantly and your messaging stays relevant.
📊
Operations leads
You're managing client records across multiple systems but your team keeps finding missing profiles during audits, so reporting accuracy suffers — with this integration, every new contact lands in Iterable instantly and your database stays complete.
🚀
Growth specialists
You're scaling outbound campaigns rapidly but user profile creation lags behind CRM entries, so leads wait hours for welcome sequences — with this integration, every new contact lands in Iterable instantly and your onboarding triggers on time.
💼
Account executives
You're closing deals in Solve CRM while marketing handles retention, but marketing misses key account updates, so client messaging feels disconnected — with this integration, every new company record updates Iterable instantly and your team stays aligned.
📁
Customer success teams
You're onboarding new clients in Solve CRM manually while marketing sequences run blind, so customer touchpoints overlap awkwardly — with this integration, every new contact lands in Iterable instantly and your communications stay coordinated.
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Why choose Integrately to automate Solve CRM + Iterable

Build and manage your Solve CRM + Iterable 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 + Iterable 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
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2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Iterable to Solve CRM?
Frequently Asked Questions
You can connect Iterable to Solve CRM in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking your CRM and marketing platform alongside tools like Salesforce, HubSpot, and Slack.
Can I automatically sync new Solve CRM contacts to Iterable?
Frequently Asked Questions
Can I connect Iterable, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Iterable and Solve CRM?
Frequently Asked Questions
How does Iterable handle user profile updates from Solve CRM?
Frequently Asked Questions
Can Solve CRM company records update Iterable data?
Frequently Asked Questions
Do I need coding skills to automate Iterable and Solve CRM?
Frequently Asked Questions
Is the Iterable and Solve CRM integration free?
Frequently Asked Questions
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