Solve CRM + Refiner Integration

Connect Solve CRM to Refiner in 1 click

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • Refiner
    Survey response is submitted in Refiner Instant
  • Refiner
    User added to segment in Refiner Instant
Arrow Right
2.

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows   for Solve CRM + Refiner Integration

Just click on the workflow you want to automate

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

Create Solve CRM contact for new Refiner form submission

When someone completes your Refiner, a new contact is automatically created in your Solve CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Refiner is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Refiner - Solve CRM integration set up makes it easy to manage your customer relationships and grow your business.
See more
  • 1of1
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Solve CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Solve CRM logo
Amazing Marvin logo
Create Amazing Marvin task for new Solve CRM contact
Activate
Solve CRM logo
ClickSend SMS logo
Send ClickSend SMS message for new Solve CRM contact
Solve CRM logo
Twilio logo
Send Twilio sms for new Solve CRM contact
Solve CRM logo
SendGrid logo
Send SendGrid email for new Solve CRM contact
Solve CRM logo
SMTP logo
Send SMTP email for new Solve CRM contact
Solve CRM logo
Amazing Marvin logo
Create Amazing Marvin task for new Solve CRM contact
Activate
Solve CRM logo
ClickSend SMS logo
Send ClickSend SMS message for new Solve CRM contact
Solve CRM logo
Twilio logo
Send Twilio sms for new Solve CRM contact
Solve CRM logo
SendGrid logo
Send SendGrid email for new Solve CRM contact
Solve CRM logo
SMTP logo
Send SMTP email for new Solve CRM contact
Solve CRM logo
MessageBird logo
Send MessageBird message for new Solve CRM contact
Solve CRM logo
Online Live Support logo
Send Online Live Support message for new Solve CRM contact
Solve CRM logo
Telnyx logo
Send Telnyx message for new Solve CRM contact
Solve CRM logo
SMS Idea logo
Send SMS Idea message for new Solve CRM contact
Solve CRM logo
sms77 logo
Send sms77 message for new Solve CRM contact
Solve CRM logo
MessageBird logo
Send MessageBird message for new Solve CRM contact
Solve CRM logo
Online Live Support logo
Send Online Live Support message for new Solve CRM contact
Solve CRM logo
Telnyx logo
Send Telnyx message for new Solve CRM contact
Solve CRM logo
SMS Idea logo
Send SMS Idea message for new Solve CRM contact
Solve CRM logo
sms77 logo
Send sms77 message for new Solve CRM contact

Top 10 Most Popular Refiner Automations from
Integrately Community

Most popularmost-popular-automations
01
Refiner logo
Google Sheets logo
Create Google Sheets row for new Refiner form submission
02
Refiner logo
HubSpot logo
Create HubSpot contact for new Refiner form submission
03
Refiner logo
HubSpot logo
Create HubSpot task for new Refiner form submission
04
Refiner logo
HubSpot logo
Create HubSpot deal for new Refiner form submission
05
Refiner logo
HubSpot logo
Create HubSpot company for new Refiner form submission
cloud
Refiner
app integration
06
Refiner logo
Chatsistant logo
Send Chatsistant message for new Refiner form submission
07
Refiner logo
Wicked Reports logo
Create Wicked Reports contact for new Refiner form submission
08
Refiner logo
Zoho Expense logo
Create Zoho Expense customer for new Refiner form submission
09
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs contact for new Refiner form submission
10
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs task for new Refiner form submission
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Want to automate something else in your workflow?

You Can Also Connect Solve CRM or Refiner With 1400+ Other Apps

Solve CRM
Solve CRM
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.
Refiner
Refiner
Refiner is an in‑product microsurvey tool for SaaS/digital products—letting you gather targeted feedback like NPS, CSAT & CES, trigger surveys by behavior, integrate with Segment, CRMs, analytics, and act on insights in real time.