Solve CRM + SmartSuite Integration

Q: Can I automatically create a Solve CRM contact when a SmartSuite record is created?

You can automatically create a Solve CRM contact whenever a new record is created in SmartSuite. There is a ready workflow available to activate this integration in 1 click.

Q: Can I connect SmartSuite, Solve CRM, and Slack?

You can connect SmartSuite, Solve CRM, and Slack together in a single multi-step automation workflow. When a record is created in SmartSuite, it can create a contact in Solve CRM and send a channel notification in Slack, alongside 1,500+ other apps.

Q: What is a good Zapier alternative for SmartSuite and Solve CRM?

Most alternatives charge high fees and lack responsive support, but Integrately provides 24/5 live chat support, 20 million+ templates, and a free plan with 42,000+ active users.

Q: How does SmartSuite handle record data during integration?

SmartSuite triggers actions when records are created or updated, allowing you to search, create, or update records automatically. You can start from a ready automation template.

Q: How does Solve CRM handle contact and company data in workflows?

Solve CRM allows you to create contacts and companies automatically when triggered by events in SmartSuite or other apps. You can use ready workflows to sync your data instantly.

Q: Do I need coding skills to automate SmartSuite and Solve CRM?

No coding skills are required to connect SmartSuite and Solve CRM. You can use ready templates or describe your workflow to Integrately AI to build it instantly.

Q: Is the SmartSuite and Solve CRM integration free?

The SmartSuite and Solve CRM integration is available with a free forever plan on Integrately. You can get started with ready workflows at no cost.

Integrate SmartSuite to Solve CRM in one click, or tell Integrately AI how you want each record handled. Sync customer details, create contacts, update records, and trigger team follow-ups automatically.

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Free forever.

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Contact is created in Solve CRM
Company is created in Solve CRM
Record is created in SmartSuite
Record is updated in SmartSuite

Create contact in Solve CRM
Create company in Solve CRM
Search record in SmartSuite
Create record in SmartSuite
Update record in SmartSuite
Find Multiple Records (As Line Items) in SmartSuite

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Ready Workflows for SmartSuite + Solve CRM Integration

Capture records, create contacts, update companies, sync details, and alert your team, all in just one click.

Create SmartSuite row for new Solve CRM contact

When a new contact is created in your Solve CRM, you can automatically create a row for them in your SmartSuite. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!

Activate

Create SmartSuite row for new Solve CRM company

Solve CRM + SmartSuite Integration

Activate

Create Solve CRM contact for new SmartSuite row

Automatically creating Solve CRM contact records for new SmartSuite row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

Activate

Create Solve CRM company for new SmartSuite row

SmartSuite + Solve CRM Integration

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

Connect more apps to your SmartSuite + Solve CRM flow

Connect customer support, marketing, and communication tools to extend your core integration. Pick a combination and activate it in one click.

Google Calendar (4)

Mailchimp (4)

Gmail (4)

Calendly (4)

Stripe (4)

Slack (4)

Create a Google Calendar event for every new SmartSuite record, and create a contact in Solve CRM

New SmartSuite records immediately schedule a Google Calendar event and create a Solve CRM contact, eliminating manual scheduling steps.

When a Solve CRM contact is created, schedule a Google Calendar meeting and update the SmartSuite record

Solve CRM contacts automatically trigger a Google Calendar meeting and update your SmartSuite records in real time.

When a Google Calendar meeting is updated, update the SmartSuite record and create a Solve CRM company

Google Calendar updates flow instantly into SmartSuite and Solve CRM to keep company records accurate.

Use ChatGPT to summarise Google Calendar meeting notes, update the SmartSuite record, and create a Solve CRM contact

ChatGPT summarises your Google Calendar notes before updating SmartSuite and creating a Solve CRM contact.

Add every new SmartSuite record to Mailchimp, and create a contact in Solve CRM

SmartSuite records automatically sync to Mailchimp lists and create Solve CRM contacts without manual exports.

When a Solve CRM contact is created, add them to Mailchimp and update the SmartSuite record

Solve CRM contacts are instantly subscribed in Mailchimp and updated in SmartSuite for targeted outreach.

If a Mailchimp campaign subscriber is updated, update the SmartSuite record and create a Solve CRM company

Mailchimp subscriber updates instantly refresh your SmartSuite records and Solve CRM company details.

Use Claude to personalise Mailchimp campaigns from SmartSuite data, and create a Solve CRM contact

Claude generates tailored campaign content from SmartSuite records before syncing to Mailchimp and Solve CRM.

Send an email via Gmail for every new SmartSuite record, and create a contact in Solve CRM

New SmartSuite records trigger an introductory Gmail message and automatically create a Solve CRM contact.

When a Solve CRM contact is created, send a welcome email in Gmail and update the SmartSuite record

Solve CRM contacts receive an automated welcome email in Gmail while updating your SmartSuite records.

When a Gmail email is received, update the matching SmartSuite record and create a Solve CRM company

Incoming Gmail messages update your SmartSuite records and create new Solve CRM company profiles automatically.

Use Gemini to draft email replies in Gmail from SmartSuite records, and update Solve CRM contacts

Gemini crafts contextual email drafts in Gmail using SmartSuite records before updating Solve CRM.

Create a SmartSuite record for every Calendly booking, and create a contact in Solve CRM

Calendly bookings automatically generate SmartSuite records and establish new Solve CRM contacts instantly.

When a Solve CRM contact is created, schedule a Calendly meeting and update the SmartSuite record

Solve CRM contacts trigger automated Calendly scheduling links and update your SmartSuite database.

When a Calendly meeting is cancelled, update the SmartSuite record and create a Solve CRM company

Calendly cancellations update your SmartSuite records and log company changes in Solve CRM.

Use Claude to qualify Calendly invitees from SmartSuite data, and create a Solve CRM contact

Claude evaluates Calendly invitees using SmartSuite data before updating Solve CRM contacts.

Create a SmartSuite record for every Stripe payment, and create a contact in Solve CRM

Stripe payments instantly generate SmartSuite records and establish new Solve CRM contacts.

When a Solve CRM company is created, generate a Stripe invoice and update the SmartSuite record

Solve CRM company creation triggers a Stripe invoice and updates your SmartSuite records.

When a Stripe subscription fails, update the SmartSuite record and create a Solve CRM company record

Stripe billing failures update your SmartSuite records and log company statuses in Solve CRM.

Use ChatGPT to analyse Stripe customer feedback in SmartSuite, and update Solve CRM contacts

ChatGPT analyses Stripe customer feedback stored in SmartSuite before updating Solve CRM contacts.

Notify your team on Slack for every new SmartSuite record, and create a contact in Solve CRM

New SmartSuite records trigger immediate Slack notifications and automatically create Solve CRM contacts.

When a Solve CRM contact is created, post an alert in Slack and update the SmartSuite record

Solve CRM contacts trigger instant Slack channel alerts while updating your SmartSuite records.

When a SmartSuite record is updated, post a change summary in Slack and create a Solve CRM company

SmartSuite record updates post a summary in Slack and update Solve CRM company profiles.

Use Perplexity to research SmartSuite leads, post a brief in Slack, and create a Solve CRM contact

Perplexity researches new SmartSuite leads, posts a brief in Slack, and creates a Solve CRM contact.

Supported triggers and actions for Solve CRM and SmartSuite

Mix and match to build the exact automation you need

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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SmartSuite Triggers & Actions

Record is created in SmartSuite

Triggers the automation when a new record is created

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Record is updated in SmartSuite

Triggers the automation when any record is updated

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What can you automate with SmartSuite + Solve CRM?

Streamline your customer management workflows by connecting records, contacts, and companies across both platforms automatically.

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🔄

Sync new records into CRM contacts automatically

Every time a record is created in SmartSuite, a corresponding contact is generated in Solve CRM. Eliminate manual data transfer between your work management platform and CRM.

📋

Capture every submitted record field accurately

Map all available SmartSuite record fields into Solve CRM contact and company profiles instead of just names and emails. Your CRM database becomes a more thorough resource.

🔔

Notify your team as soon as records arrive

Alert sales and support channels instantly when new records or contacts are created. Ensure your team responds to incoming client requests without delay.

🔀

Route records based on submitted field values

Direct records to specific Solve CRM pipelines based on criteria submitted in SmartSuite. Ensure high-value clients receive specialized handling immediately.

🔄

Keep records updated across both platforms

When record details change in SmartSuite, update the matching contact or company in Solve CRM automatically. Prevent discrepancies between your operational and sales systems.

🔍

Prevent duplicates with smart search operations

Search existing records and contacts before creating new entries. Maintain a clean database by updating existing profiles instead of generating duplicates.

🏷️

Handle later status changes and stage updates

When record statuses or pipeline stages shift in SmartSuite, reflect those updates in Solve CRM immediately. Keep your pipeline visibility accurate at every stage.

💬

Extend your automation flow to Slack

Trigger automated team notifications in Slack the moment a SmartSuite record successfully creates a Solve CRM contact. Keep communication loops closed effortlessly.

And much more...

Who is SmartSuite + Solve CRM integration for?

Operations teams, sales leaders, and support managers rely on this integration to eliminate manual data entry and keep customer records synchronised across platforms.

Operations Managers

Sales Leaders

Account Executives

Customer Support Leads

Project Coordinators

Data Analysts

📈

Operations Managers

You're tracking project workflows in SmartSuite but your CRM data only updates when someone manually exports records, so your pipeline reports are always a few hours behind — with this integration, every new record lands in Solve CRM instantly and your dashboard stays current.

⚡

Sales Leaders

You manage incoming client interactions in SmartSuite and need reps to follow up immediately, but notification delays mean leads go cold before anyone notices — connecting these apps means every new contact triggers instant CRM creation so your team acts right away.

🤝

Account Executives

You answer to clients who expect their project records and contact details to match across all internal systems without manual reminders — automating both apps means your records and contacts stay perfectly aligned without extra administrative work.

📊

Customer Support Leads

The volume of incoming support records is too high for anyone to keep up by hand, leading to missed client tickets and frustrated customers — automating both apps means every ticket record automatically establishes a corresponding CRM contact.

🔄

Project Coordinators

You own the next step in client onboarding and depend on team members upstream to hand over correct data before you can begin work — with this integration, every record update flows directly into Solve CRM without manual intervention.

🗂️

Data Analysts

You need a reliable customer history for reporting and keep finding gaps caused by manual copy-pasting errors between work management tools and CRMs — this integration means your historical records remain complete and auditable.

Try This Integration – No Code Needed

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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 + SmartSuite

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

1,500+ apps connected

Connect Solve CRM + SmartSuite 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.

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Frequently Asked Questions

How do I connect SmartSuite to Solve CRM?

You can connect SmartSuite to Solve CRM in 1 click using ready workflows or by asking Integrately AI to build the automation for you. It also integrates with tools like Google Calendar, Mailchimp, Gmail, Calendly, Stripe, and Slack.

Can I automatically create a Solve CRM contact when a SmartSuite record is created?

Can I connect SmartSuite, Solve CRM, and Slack?

What is a good Zapier alternative for SmartSuite and Solve CRM?

How does SmartSuite handle record data during integration?

How does Solve CRM handle contact and company data in workflows?

Do I need coding skills to automate SmartSuite and Solve CRM?

Is the SmartSuite and Solve CRM integration free?

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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?

You Can Also Connect SmartSuite or Solve CRM With 1500+ Other Apps

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Solve CRM + SmartSuite Integration

Integrate SmartSuite to Solve CRM in one click, or tell Integrately AI how you want each record handled. Sync customer details, create contacts, update records, and trigger team follow-ups automatically.

Trusted by experts at...

Ready Workflows for SmartSuite + Solve CRM Integration

Capture records, create contacts, update companies, sync details, and alert your team, all in just one click.

Create SmartSuite row for new Solve CRM contact

Create SmartSuite row for new Solve CRM company

Create Solve CRM contact for new SmartSuite row

Create Solve CRM company for new SmartSuite row

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

Connect more apps to your SmartSuite + Solve CRM flow

Connect customer support, marketing, and communication tools to extend your core integration. Pick a combination and activate it in one click.

Supported triggers and actions for Solve CRM and SmartSuite

Mix and match to build the exact automation you need

What can you automate with SmartSuite + Solve CRM?

Streamline your customer management workflows by connecting records, contacts, and companies across both platforms automatically.

Who is SmartSuite + Solve CRM integration for?

Operations teams, sales leaders, and support managers rely on this integration to eliminate manual data entry and keep customer records synchronised across platforms.

Did you know?

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

Why choose Integrately to automate Solve CRM + SmartSuite

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect SmartSuite or Solve CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Solve CRM + SmartSuite Integration

Integrate SmartSuite to Solve CRM in one click, or tell Integrately AI how you want each record handled. Sync customer details, create contacts, update records, and trigger team follow-ups automatically.

Trusted by experts at...

Ready Workflows for SmartSuite + Solve CRM Integration

Capture records, create contacts, update companies, sync details, and alert your team, all in just one click.

Create SmartSuite row for new Solve CRM contact

Create SmartSuite row for new Solve CRM company

Create Solve CRM contact for new SmartSuite row

Create Solve CRM company for new SmartSuite row

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

Connect more apps to your SmartSuite + Solve CRM flow

Connect customer support, marketing, and communication tools to extend your core integration. Pick a combination and activate it in one click.

Supported triggers and actions for Solve CRM and SmartSuite

Mix and match to build the exact automation you need

What can you automate with SmartSuite + Solve CRM?

Streamline your customer management workflows by connecting records, contacts, and companies across both platforms automatically.

Who is SmartSuite + Solve CRM integration for?

Operations teams, sales leaders, and support managers rely on this integration to eliminate manual data entry and keep customer records synchronised across platforms.

Did you know?

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

Why choose Integrately to automate Solve CRM + SmartSuite

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect SmartSuite or Solve CRM With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click