Solve CRM + ServeManager Integration

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

Make use of Solve CRM and ServeManager automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Solve CRM + ServeManager integration.

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Ready Workflows For Solve CRM + ServeManager Integration

Just click on the workflow you want to automate

Create ServeManager company for new Solve CRM company

Solve CRM + ServeManager Integration

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Create Solve CRM company for new ServeManager company

ServeManager + Solve CRM Integration

Activate

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Create Your Own Solve CRM & ServeManager 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 when a new contact is created
Company is created in Solve CRM
Triggers the automation when a new company is created
Job is created in ServeManager
Triggers the automation when a new job is created
Attempt is logged in ServeManager
Triggers the automation when an effort to serve legal documents is initiated
Affidavit is created in ServeManager
Triggers the automation when a new affidavit is created
Company is created in ServeManager
Triggers the automation when a new company is created
Invoice is issued in ServeManager
Triggers the automation when a new invoice is issued

Create contact in Solve CRM
Adds a new contact to the database
Create company in Solve CRM
Generates a new company profile with given details
Create job in ServeManager
Generates new job
Create court case in ServeManager
Generates a new court case record with relevant information
Search court case in ServeManager
Retrieves information on a court case
Search job in ServeManager
Searches for a job
Create company in ServeManager
Generates a new company profile with given details
Search company in ServeManager
Finds information about a company
Create note in ServeManager
Creates a new note in the particular format

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 & ServeManager 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 ServeManager 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

ServeManager streamlines the process of serving legal documents and tracking their delivery. It provides a fully-integrated suite of tools for managing all aspects of the service of process. It's simple, easy to use and makes your job easier.

See ServeManager Integrations