

Solve CRM + Rise Integration
Integrate Rise to Solve CRM in one click, or tell Integrately AI how you want each learner handled. Enroll learners, create CRM contacts, update training records, and alert your training team automatically.
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Trusted by experts at...
























Ready Workflows for Solve CRM + Rise Integration
Track course completions, create CRM contacts, update training records, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Rise + Solve CRM flow
Send course data to HR systems, notify teams on chat, and update spreadsheets the moment training milestones are reached. Pick a combination and activate it in one click.


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BambooHR (3)
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Teachable (3)
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Slack (3)
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Zoom (3)
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Google Drive (3)
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Google Sheets (3)
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Add every new Rise course completion to Solve CRM, and update the employee record in BambooHR.
Course completions in Rise instantly update Solve CRM contacts and sync employee records in BambooHR without manual data entry.
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When a new user is created in Rise, create a contact in Solve CRM and add the employee in BambooHR.
New Rise users appear in Solve CRM and BambooHR instantly, eliminating double data entry for your HR and training teams.
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When an enrollment is created in Rise, log the record in Solve CRM and update the employee status in BambooHR.
Track training enrollments across Solve CRM and BambooHR automatically the moment a user signs up in Rise.
Supported triggers and actions for Solve CRM and Rise
Mix and match to build the exact automation you need

Solve CRM Triggers & Actions

Rise Triggers & Actions
Instant
Course Submitted in Rise
Triggers the automation when a course is successfully submitted by owner
Try it → What can you automate with Rise + Solve CRM?
Streamline your training management and CRM workflows by automating data syncs, notifications, and record updates between Rise and Solve CRM.
🔄
Sync course completions to CRM contacts automatically
Every time a course is completed in Rise, a matching contact is created or updated in Solve CRM instantly. Your customer service team always sees up-to-date training statuses.
📝
Capture every submitted field and user detail
Map all available user profile and course submission data from Rise directly into Solve CRM records instead of basic names and emails.
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Notify your team the moment training finishes
Send instant alerts to your support or training staff whenever a user completes a course or submits an assignment in Rise.
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Route records based on submitted course data
Trigger different CRM actions or assign specific customer service agents depending on the specific course or tier selected in Rise.
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Keep customer records updated as training progresses
Automatically update company and contact profiles in Solve CRM whenever course enrollments or submissions change in Rise.
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Search and update instead of creating duplicates
Search existing user and invitation records in Rise before creating new contacts or companies in Solve CRM to keep your database clean.
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Handle later status changes and submissions
Trigger automated workflows when course submissions are finalised or user accounts are updated in Rise.
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Extend your workflow to team messaging apps
Connect your Rise and Solve CRM flow with Slack to broadcast important milestone achievements directly to your company channels.
And much more...
Who is Rise + Solve CRM integration for?
Training managers and customer service teams rely on this integration to keep training records and CRM customer profiles fully aligned without manual data entry.
Learning and development directors
Customer support leads
Client success managers
Operations coordinators
Sales representatives
Training administrators
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Learning and development directors
You're tracking training completions across multiple Rise courses but your customer records in Solve CRM only update when someone manually exports learner data, so the course metrics you're reporting against are always a few hours behind — with this integration, every completed course lands in your CRM instantly and your training data stays current.
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Customer support leads
You're managing customer service issues while learners finish training, but support agents find out about newly certified users hours too late — automating both apps means every course completion updates Solve CRM instantly so your team can act on certified accounts right away.
🤝
Client success managers
You're delivering client training in Rise and sharing progress updates with stakeholders, but tracking spreadsheets get out of sync before meetings — integrating these apps means every enrollment and course submission flows directly into Solve CRM for real-time reporting.
📊
Operations coordinators
You're processing high volumes of new user registrations and course submissions in Rise, but manual data entry causes severe bottlenecks in Solve CRM — this integration means every user record is created automatically so your team never falls behind.
💼
Sales representatives
You're onboarding new students and trainees in Rise, but sales reps depend on manual handoffs to know when training is finished — connecting these apps means completed training triggers CRM updates immediately so the next team can take over without delay.
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Training administrators
You're maintaining training logs and user histories in Rise, but manual record-keeping leaves missing entries in Solve CRM over time — automating both apps means every completed course and new user is logged reliably without gaps.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Solve CRM + Rise
Build and manage your Solve CRM + Rise automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Solve CRM + Rise with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect Solve CRM + Rise Now 
In Just 1 Click!
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Highest Rated Integration Platform on G2
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Frequently Asked Questions
How do I connect Rise to Solve CRM?
You can connect Rise to Solve CRM in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for you. It takes just minutes to link your training and CRM platforms alongside tools like Slack, Google Drive, and Google Sheets.
Can I automatically sync Rise course completions to Solve CRM contacts?
Can I connect Rise, Solve CRM, and Slack?
What is a good Zapier alternative for Rise and Solve CRM?
How do I manage user data between Rise and Solve CRM?
Can I create companies in Solve CRM from Rise enrollments?
Do I need coding skills to automate Rise and Solve CRM?
Is the Rise and Solve CRM integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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