Solve CRM + SharpSpring Integration

Integrate SharpSpring to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Capture marketing leads, sync contact details, update accounts, and trigger customer service follow-ups automatically.

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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
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
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2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • SharpSpring
    Create contact in SharpSpring
  • SharpSpring
    Update contact in SharpSpring
  • SharpSpring
    Search contact in SharpSpring
  • SharpSpring
    Create account in SharpSpring
  • SharpSpring
    Search account in SharpSpring
  • SharpSpring
    Update account in SharpSpring
  • SharpSpring
    Create opportunity in SharpSpring
  • SharpSpring
    Update opportunity in SharpSpring
  • SharpSpring
    Create campaign in SharpSpring
  • SharpSpring
    Search campaign in SharpSpring

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Ready Workflows Ready Workflows for SharpSpring + Solve CRM Integration

Capture new leads, sync contact details, update accounts, notify your team, and streamline customer service workflows, all in just one click.

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

Create SharpSpring contact for new Solve CRM contact

If you're using Solve CRM to manage your sales leads, it's important to also use SharpSpring 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 SharpSpring.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your SharpSpring + Solve CRM flow

Sync marketing contacts to your CRM, notify support teams, log details in spreadsheets, and schedule follow-up calls. Pick a combination and activate it in one click.

Solve CRM
SharpSpring
+
ActiveCampaignActiveCampaign (4)
+
CalendlyCalendly (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
ZoomZoom (3)
S
S
A
Create a contact in SharpSpring, add it to Solve CRM, and update ActiveCampaign
Every new SharpSpring contact lands in Solve CRM and ActiveCampaign instantly, keeping your marketing and CRM platforms perfectly aligned.
S
S
A
When a form is submitted in SharpSpring, create a Solve CRM contact and notify ActiveCampaign
Form submissions in SharpSpring automatically generate Solve CRM contacts while triggering updates in ActiveCampaign without manual effort.
S
S
A
When an account is created in SharpSpring, create a Solve CRM company and update ActiveCampaign
New accounts in SharpSpring instantly establish company records in Solve CRM and sync with ActiveCampaign.
S
S
A
Use ChatGPT to analyse SharpSpring contacts, create Solve CRM records, and update ActiveCampaign
ChatGPT analyses new SharpSpring contacts before creating records in Solve CRM and updating ActiveCampaign.

Supported triggers and actions for Solve CRM and SharpSpring

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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SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
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Account is created in SharpSpring
Triggers the automation when a new account is created
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Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
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Create contact in SharpSpring
Adds a new contact to the database
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Update contact in SharpSpring
Updates contact information with new details
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Search contact in SharpSpring
Finds and retrieves contact information
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Create account in SharpSpring
Generates a new account
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Search account in SharpSpring
Searches for account information
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Update account in SharpSpring
Updates account information
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Create opportunity in SharpSpring
Creates a new instance of the support system
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Update opportunity in SharpSpring
Updates the opportunity details as needed
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Create campaign in SharpSpring
Generates and launch a new marketing campaign
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Search campaign in SharpSpring
Searches for a campaign
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What can you automate with SharpSpring + Solve CRM?

Streamline your marketing and customer service operations with automated record syncs and instant data handovers.

What you can automate?
🔄
Sync contacts instantly across platforms
Automatically create a Solve CRM contact the moment a new contact or lead is created in SharpSpring. Eliminate manual copy-pasting between marketing and CRM tools entirely.
📝
Capture every submitted form field
Map all available answers from SharpSpring form submissions directly into Solve CRM records. Ensure your sales and support teams never miss critical customer details.
🔔
Notify your team on new leads
Trigger instant team alerts in Slack or via email whenever a high-value opportunity or contact is created in SharpSpring and synced to Solve CRM.
🔀
Route leads based on submitted data
Apply conditional logic to direct specific SharpSpring form submissions or contacts to designated Solve CRM pipelines based on form answers.
🔄
Keep client records up to date
Automatically update existing accounts and contacts in Solve CRM whenever corresponding details change or get updated in SharpSpring.
🔍
Prevent duplicate record creation
Search existing database records before creating new entries, ensuring clean contact lists and unified company profiles across Solve CRM and SharpSpring.
📈
Manage opportunities and pipelines
Automatically create or update opportunities in SharpSpring whenever customer service milestones or company creations occur in Solve CRM.
🌐
Extend workflows to external apps
Connect your SharpSpring and Solve CRM core flow to third-party tools like Google Sheets, Slack, or ActiveCampaign for advanced multi-step automations.
And much more...

Who is SharpSpring + Solve CRM integration for?

Marketing and customer service teams managing lead generation and support workflows benefit by eliminating manual data entry and keeping their client records fully synchronized.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Operations coordinators
Operations coordinators
Customer support leads
Customer support leads
Data administrators
Data administrators
📈
Performance marketers
You're running campaigns across multiple channels but your marketing reports only update when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact lands in Solve CRM instantly and your campaign data stays current.
Sales development reps
You need to reach out to new prospects the moment they show interest, but lead details sit trapped in SharpSpring until an administrator moves them over, so warm leads go cold by the time you call — automating both apps means every form submission reaches Solve CRM immediately and you can connect with leads while they're active.
🤝
Account managers
You answer to clients who want immediate proof of marketing progress and lead generation activity, but compiling manual status updates eats into your strategy time — this integration means every account and contact syncs across platforms automatically, giving your clients accurate visibility without extra report-building.
📊
Operations coordinators
The volume of inbound leads and form submissions is too high for your team to keep up with by hand, leading to missed entries and broken customer histories — connecting these apps means thousands of records process without manual effort and your databases remain perfectly aligned.
🎯
Customer support leads
You own the onboarding and support follow-up step and depend on your marketing team to hand over lead context, but vital notes get lost in transit — with this integration, complete contact histories transfer from SharpSpring to Solve CRM automatically so your support staff always have full context.
🗂️
Data administrators
You need a reliable, unfragmented history of customer interactions, but manual data transfers keep leaving gaps between marketing automation and CRM records — automating both apps means every contact, account, and opportunity records cleanly without missing fields or duplicate entries.
Our team

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Why choose Integrately to automate Solve CRM + SharpSpring

Build and manage your Solve CRM + SharpSpring 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 + SharpSpring 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 SharpSpring to Solve CRM?
Frequently Asked Questions
You can connect SharpSpring to Solve CRM instantly using 1-click automations on Integrately. With ready templates and Integrately AI, you can link your marketing and CRM workflows with tools like Slack, Google Sheets, and ActiveCampaign in minutes.
Can I automatically create Solve CRM contacts from new SharpSpring form submissions?
Frequently Asked Questions
Can I connect SharpSpring, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for SharpSpring and Solve CRM?
Frequently Asked Questions
How do SharpSpring contacts trigger Solve CRM updates?
Frequently Asked Questions
Can I sync Solve CRM company records back to SharpSpring accounts?
Frequently Asked Questions
Do I need coding skills to automate SharpSpring and Solve CRM?
Frequently Asked Questions
Is the SharpSpring and Solve CRM integration free?
Frequently Asked Questions
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