Peak Funnels + Solve CRM Integration

Integrate Peak Funnels to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Create contacts and companies, sync customer details across your platforms, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Peak Funnels
    Contact is created or updated in Peak Funnels Instant
  • Peak Funnels
    Booking is created in Peak Funnels Instant
  • Peak Funnels
    Order is created in Peak Funnels Instant
  • Peak Funnels
    Order is updated in Peak Funnels Instant
  • Peak Funnels
    Form response is created in Peak Funnels Instant
  • Peak Funnels
    Product is created in Peak Funnels Instant
  • Peak Funnels
    Product is updated in Peak Funnels Instant
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
Arrow Right
2.
  • Peak Funnels
    Delete contact in Peak Funnels
  • Peak Funnels
    Search contact in Peak Funnels
  • Peak Funnels
    Update contact in Peak Funnels
  • Peak Funnels
    Create contact in Peak Funnels
  • Peak Funnels
    Create product in Peak Funnels
  • Peak Funnels
    Update product in Peak Funnels
  • Peak Funnels
    Search product in Peak Funnels
  • Peak Funnels
    Create member in Peak Funnels
  • Peak Funnels
    Delete member in Peak Funnels
  • Peak Funnels
    Update member in Peak Funnels
  • Peak Funnels
    Create member group in Peak Funnels
  • Peak Funnels
    Update member group in Peak Funnels
  • Peak Funnels
    Delete member group in Peak Funnels
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM

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Ready Workflows Ready Workflows for Peak Funnels + Solve CRM Integration

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

Most popular automationsmost-popular-automations
Peak Funnels + Solve CRM Integration

Create Solve CRM contact from new Peak Funnels order

As an online store owner, you're likely using Peak Funnels 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 Peak Funnels 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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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Peak Funnels + Solve CRM flow

Connect customer orders, payments, marketing lists, and notifications to keep your entire business aligned. Pick a combination and activate it in one click.

Peak Funnels
Solve CRM
+
ShopifyShopify (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
P
S
S
Create a Shopify customer from every Peak Funnels contact, and add a contact in Solve CRM
New Peak Funnels contacts appear instantly as Shopify customers and Solve CRM contacts without manual data entry.
P
S
S
When an order is created in Peak Funnels, create an order in Shopify and add a company in Solve CRM
Store purchases recorded in Peak Funnels instantly generate corresponding Shopify orders and Solve CRM company entries.
P
S
S
When a Peak Funnels product is updated, update Shopify and add a contact in Solve CRM
Product updates in Peak Funnels instantly reflect in Shopify while updating your Solve CRM contact database.
P
S
S
When a Peak Funnels form response is received, create a Shopify customer and add a Solve CRM contact
Form submissions automatically establish customer profiles in Shopify and create corresponding contacts in Solve CRM.

Supported triggers and actions for Peak Funnels and Solve CRM

Mix and match to build the exact automation you need

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

Streamline your customer records and client management workflows with automated triggers between Peak Funnels and Solve CRM.

What you can automate?
🔄
Sync new contacts instantly
Create a contact in Solve CRM the moment a new contact is registered in Peak Funnels. Keep your databases unified without manual copy-pasting.
📝
Capture every submitted form field
Map all available form responses and contact details from Peak Funnels directly into Solve CRM fields instead of just basic names and emails.
🔔
Alert your team immediately
Notify your sales or support staff the second a high-value order or booking is confirmed in Peak Funnels and logged in Solve CRM.
🔀
Route records based on submitted data
Perform different actions in Solve CRM depending on specific tiers, products, or tags selected by users during their Peak Funnels checkout.
♻️
Keep your CRM records up to date
Automatically update existing contact profiles and company entries in Solve CRM whenever order or customer details change in Peak Funnels.
🔍
Prevent duplicate entries
Search existing records before creating new ones in Solve CRM, ensuring clean contact lists for every Peak Funnels submission.
💳
Manage later status changes
Trigger automated workflow updates in Solve CRM when orders or bookings are modified, cancelled, or completed in Peak Funnels.
🌐
Extend your workflow to Slack
Send instant team notifications in Slack whenever a Peak Funnels contact successfully creates a new record in Solve CRM.
And much more...

Who is Peak Funnels + Solve CRM integration for?

Connecting Peak Funnels and Solve CRM eliminates manual data entry between your sales funnels and client management systems for teams of every size.

Performance marketers
Performance marketers
Sales team leads
Sales team leads
Client account managers
Client account managers
Operations directors
Operations directors
Customer success agents
Customer success agents
Business analysts
Business analysts
📈
Performance marketers
You're running campaigns across multiple funnels but your tracking dashboard only updates when someone manually exports contacts, so the conversion metrics you're reviewing are always a few hours behind — with this integration, every new contact lands in your CRM instantly and your data stays current.
Sales team leads
You need to assign inbound leads immediately after submission, but manual notification delays mean prospects wait hours for a reply — automating both apps means every new contact triggers a CRM record and team alert instantly so reps can follow up right away.
📋
Client account managers
You answer to stakeholders who want immediate visibility into incoming client accounts, but copying records by hand leaves gaps in your pipeline history — connecting these apps means every order and booking populates your CRM accounts without manual intervention.
📊
Operations directors
The volume of inbound form responses and orders is too high for your staff to keep up with by manual data transfer, leading to lost customer records — automating both apps means every submission flows straight into your CRM databases without missing a single entry.
🤝
Customer success agents
You own the client onboarding phase and depend on someone upstream to hand over account details, but delays stall your outreach — this integration means every new customer record appears in your system the moment checkout completes.
🗂️
Business analysts
You need a reliable historical audit trail of every transaction and submission, but fragmented platforms leave recurring gaps in your reporting — automating both apps means every record is logged accurately and consistently from day one.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Peak Funnels + Solve CRM

Build and manage your Peak Funnels + Solve CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Peak Funnels + Solve CRM 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 Peak Funnels to Solve CRM?
Frequently Asked Questions
You can connect Peak Funnels to Solve CRM in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Slack, Google Sheets, and Shopify.
Can I automatically create Solve CRM contacts from Peak Funnels submissions?
Frequently Asked Questions
Can I connect Peak Funnels, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Peak Funnels and Solve CRM?
Frequently Asked Questions
How does Peak Funnels handle contact data during synchronization?
Frequently Asked Questions
Can Solve CRM handle updates from Peak Funnels orders?
Frequently Asked Questions
Do I need coding skills to automate Peak Funnels and Solve CRM?
Frequently Asked Questions
Is the Peak Funnels and Solve CRM integration free?
Frequently Asked Questions
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You Can Also Connect Peak Funnels or Solve CRM With 1500+ Other Apps

Peak Funnels
Popular Peak Funnels Integrations
Connect Peak Funnels to marketing platforms, payment gateways, and communication tools to manage your sales funnels.
Solve CRM
Popular Solve CRM Integrations
Sync Solve CRM with project management, customer support, and reporting tools to keep client data working across your stack.
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Solve CRM Integrations arrow right
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