Solve CRM + Sendly Integration

Integrate Sendly to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Add contacts automatically, create companies, and streamline your customer service workflows.

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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
  • Sendly
    Form response is created in Sendly Instant
  • Sendly
    Product is created in Sendly Instant
  • Sendly
    Product is updated in Sendly Instant
  • Sendly
    Order is created in Sendly Instant
  • Sendly
    Order is updated in Sendly Instant
  • Sendly
    Booking is created in Sendly Instant
  • Sendly
    Contact is created or updated in Sendly Instant
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Sendly
    Delete contact in Sendly
  • Sendly
    Update contact in Sendly
  • Sendly
    Create contact in Sendly
  • Sendly
    Create product in Sendly
  • Sendly
    Search contact in Sendly
  • Sendly
    Update product in Sendly
  • Sendly
    Create member in Sendly
  • Sendly
    Update member in Sendly
  • Sendly
    Delete member in Sendly
  • Sendly
    Create member group in Sendly
  • Sendly
    Update member group in Sendly
  • Sendly
    Delete member group in Sendly
  • Sendly
    Search product in Sendly

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Ready Workflows Ready Workflows for Sendly + Solve CRM Integration

Capture contacts, create company profiles, sync updates, and streamline team workflows, all in just one click.

Most popular automationsmost-popular-automations
Solve CRM + Sendly Integration

Create Sendly contact for new Solve CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Sendly + Solve CRM Integration

Create Solve CRM contact from new Sendly order

As an online store owner, you're likely using Sendly 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 Sendly 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 task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Sendly + Solve CRM flow

Send new contact data to spreadsheets, notify your team on messaging apps, and trigger follow-up communications automatically. Pick a combination and activate it in one click.

Solve CRM
Sendly
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ShopifyShopify (5)
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StripeStripe (4)
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SlackSlack (4)
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GmailGmail (4)
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Google SheetsGoogle Sheets (4)
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CalendlyCalendly (4)
S
S
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When a new Shopify order is created, create a contact in Sendly and create a company in Solve CRM.
New Shopify orders instantly generate a contact in Sendly and establish a company profile in Solve CRM.
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S
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When a Shopify product is created, update product details in Sendly and create a company in Solve CRM.
Sync new Shopify products with Sendly inventory and log the company details in Solve CRM.
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S
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When a Shopify customer is created, create a contact in Sendly and add a company in Solve CRM.
Capture Shopify customer registrations inside Sendly and set up their company profile in Solve CRM.
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S
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When a Shopify order is updated, update the contact in Sendly and create a contact in Solve CRM.
Keep Sendly and Solve CRM updated whenever order information changes in Shopify.
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S
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When a Shopify refund is issued, update the product in Sendly and create a company record in Solve CRM.
Reflect refunded items in Sendly and document the account activity in Solve CRM.

Supported triggers and actions for Solve CRM and Sendly

Mix and match to build the exact automation you need

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

Streamline your customer workflows by automatically syncing data between your website designer and customer service platform.

What you can automate?
🔄
Sync contacts between Sendly and Solve CRM instantly
Automatically create a contact in Solve CRM the moment a contact is created or updated in Sendly. Eliminate manual copy-pasting and maintain perfect data synchronisation across your systems.
📝
Capture every submitted form response and booking detail
Map all available form response data and booking specifications directly into your Solve CRM records. Ensure your customer service team never misses critical client information.
🔔
Notify support teams as soon as new contacts arrive
Trigger instant team alerts in Slack or via email whenever a new customer interacts with your Sendly pages. Keep your staff informed and ready to respond immediately.
🔀
Route contacts based on submitted criteria
Evaluate incoming form responses and bookings to determine how contacts are handled in Solve CRM. Direct high-value clients and standard inquiries to the appropriate workflows automatically.
📈
Keep destination records up to date as details change
Automatically update existing Solve CRM contacts and company profiles whenever customer information is modified in Sendly. Keep your database accurate without manual auditing.
🔍
Prevent duplicates with smart search and update operations
Search for existing contact records before creating new ones in Solve CRM, updating information cleanly. Keep your customer database organized and free of redundant entries.
📋
Handle later status changes like orders and bookings
Reflect order updates, booking modifications, and membership changes across your platforms automatically. Maintain accurate historical records as customer relationships evolve.
🔗
Extend your workflow to messaging and spreadsheet tools
Connect your core Sendly and Solve CRM automation with Slack, Google Sheets, or Gmail. Build multi-step pipelines that keep every department informed and aligned.
And much more...

Who is Sendly + Solve CRM integration for?

Connecting Sendly and Solve CRM eliminates manual data entry between your web pages and customer service platform, empowering teams to scale efficiently.

Operations managers
Operations managers
Customer support leads
Customer support leads
Account executives
Account executives
Sales coordinators
Sales coordinators
Service delivery specialists
Service delivery specialists
Customer success managers
Customer success managers
📈
Operations managers
You're reviewing lead generation metrics across your web properties but your CRM tracking always lags behind because contacts are exported manually, so the conversion numbers you're analyzing are outdated — this integration means every new contact lands in Solve CRM instantly and your pipeline reporting stays current.
Customer support leads
You need to assign incoming customer inquiries immediately, but form responses sit in Sendly until someone manually copies them over, so response times suffer — automating both apps means every inquiry generates a Solve CRM record the moment it arrives and your team can act without delay.
🤝
Account executives
You report on client onboarding progress to stakeholders, but client booking data remains trapped in website forms, so your status updates are always missing recent details — with this integration, every booking and order update flows straight into Solve CRM so your client records are always complete.
📊
Sales coordinators
Your team handles high volumes of daily website inquiries, but manual data transfer between Sendly and Solve CRM creates severe bottlenecks during peak hours — automating both apps means contact creation happens instantly behind the scenes and your team can focus entirely on closing deals.
💼
Service delivery specialists
You depend on upstream website submissions to initiate client onboarding projects, but delays in moving data to Solve CRM leave you waiting for account details — connecting these apps means every new submission triggers your CRM workflow immediately so your onboarding handoff is seamless.
🗂️
Customer success managers
You rely on a complete history of customer interactions, but missing form responses and unlogged orders leave frustrating gaps in your Solve CRM profiles — this integration means every contact and purchase history is accurately recorded as it happens and your client history has zero gaps.
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 Solve CRM + Sendly

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

1,500+ apps connected
1,500+ apps connected
Connect Solve CRM + Sendly 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 Sendly to Solve CRM?
Frequently Asked Questions
You can connect Sendly to Solve CRM in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for you. It takes just minutes to link your accounts and start syncing contacts with popular tools like Slack, Gmail, and Google Sheets.
Can I automatically create Solve CRM contacts from Sendly form submissions?
Frequently Asked Questions
Can I connect Sendly, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Sendly and Solve CRM?
Frequently Asked Questions
How are Sendly contacts synced to Solve CRM?
Frequently Asked Questions
Can I create company records in Solve CRM from Sendly orders?
Frequently Asked Questions
Do I need coding skills to automate Sendly and Solve CRM?
Frequently Asked Questions
Is the Sendly and Solve CRM integration free?
Frequently Asked Questions
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Sync Solve CRM with communication apps, calendars, and spreadsheets to manage customer relationships seamlessly.
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