Solve CRM + Projectplace Integration

Connect Solve CRM to Projectplace - Automate your workflows in 1-click

Make use of Solve CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Projectplace automations to improve team communication and gain real-time visibility into project progress. Skip the manual back and forth! Easily automate the flow of data between Solve CRM & Projectplace using Integrately.

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Ready Workflows For Solve CRM + Projectplace Integration

Just click on the workflow you want to automate

Create Projectplace card for new Solve CRM contact

Solve CRM + Projectplace Integration

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Create Your Own Solve CRM & Projectplace Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Solve CRM
Triggers the automation whenever a new contact is created
Company is created in Solve CRM
Triggers the automation whenever a new company is created
Card is created in Projectplace
Triggers the automation whenever a card is archived
Card is moved to done/last column in Projectplace
Triggers the automation whenever a card is moved to the final stage of a board

Create contact in Solve CRM
Automatically adds a new contact to the database
Create company in Solve CRM
Automatically generates a new company profile with given details
Create card in Projectplace
Automatically generates a new card for a task
Create a card on an existing activity in Projectplace
Automatically creates a new card on an existing activity
Search card by name in Projectplace
Automatically searches for a card using its name
Add reported time to a card in Projectplace
Automatically record reported time on the card for tracking and accountability
Create board in Projectplace
Automatically generates a new board
Create project in Projectplace
Automatically creates a new project

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Solve CRM & Projectplace In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Solve CRM or Projectplace With 1200+ Other Apps

Solve provides a powerful solution to manage and scale customer service teams. From scheduling calls to sharing notes and documents, it eliminates the need for multiple tools while increasing efficiency and team workflows.

See Solve CRM Integrations

Projectplace is a smart cloud-based project management solution. With features like task boards, time tracking, document sharing, video conferencing and screen sharing Projectplace is the perfect addition to any team's workflow.

See Projectplace Integrations