Solve CRM + MemberVault Integration

Connect Solve CRM to MemberVault in 1 click

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MemberVault + Solve CRM Integration

Create Solve CRM contact for new MemberVault product user

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Solve CRM contact and MemberVault product user can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Solve CRM + MemberVault Integration

Create MemberVault product user for new Solve CRM contact

If you're using Solve CRM to manage your sales leads, it's important to also use MemberVault 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 product user will automatically be created in MemberVault.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Create Your Own Solve CRM & MemberVault Integration In Clicks

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Solve CRM + MemberVault Integration
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • MemberVault
    User is added to a product in MemberVault Instant
  • MemberVault
    User email consent is added in MemberVault Instant
  • MemberVault
    Lesson is completed by user in MemberVault Instant
  • MemberVault
    Hot lead is created in MemberVault Instant
  • MemberVault
    User has reached the configured EP number in MemberVault Instant
  • MemberVault
    Module is completed by user in MemberVault Instant
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • MemberVault
    Add user to product in MemberVault
  • MemberVault
    Remove user from product in MemberVault
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