Solve CRM + Tapfiliate Integration

Integrate Solve CRM to Tapfiliate in one click, or tell Integrately AI how you want each contact handled. Sync contacts, create customer records, track conversions, and alert your team automatically.

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1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • Tapfiliate
    Affiliate is created in Tapfiliate
  • Tapfiliate
    Affiliate payment is created in Tapfiliate
  • Tapfiliate
    Affiliate prospect is created in Tapfiliate
  • Tapfiliate
    Conversion is created in Tapfiliate
  • Tapfiliate
    Commission is created in Tapfiliate
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2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Tapfiliate
    Create a conversion in Tapfiliate
  • Tapfiliate
    Create a customer in Tapfiliate
  • Tapfiliate
    Search affiliate prospect in Tapfiliate
  • Tapfiliate
    Set affiliate to group in Tapfiliate
  • Tapfiliate
    Uncancel a customer in Tapfiliate
  • Tapfiliate
    Get customer by ID in Tapfiliate
  • Tapfiliate
    Cancel a customer in Tapfiliate
  • Tapfiliate
    Get conversion by ID in Tapfiliate
  • Tapfiliate
    Search affiliate in Tapfiliate
  • Tapfiliate
    Search affiliate in a program in Tapfiliate
  • Tapfiliate
    Add commission to conversion in Tapfiliate
  • Tapfiliate
    Approve commission in Tapfiliate
  • Tapfiliate
    Disapprove commission in Tapfiliate

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Ready Workflows Ready Workflows for Solve CRM + Tapfiliate Integration

Capture contacts, create customer accounts, track conversions, update payments, and alert your team, all in just one click.

Most popular automationmost-popular-automations
Tapfiliate + Solve CRM Integration

Create Solve CRM contact from new Tapfiliate affiliate

If you're an ecommerce business owner who uses Tapfiliate to power your online store, you'll be happy to know that when a new contact is created in Solve CRM, this automation will automatically create a affiliate in Tapfiliate.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Connect more apps to your Solve CRM + Tapfiliate flow

Streamline communication, notify stakeholders, and log every conversion across your favourite tools. Pick a combination and activate it in one click.

Solve CRM
Tapfiliate
+
StripeStripe (4)
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
QuickBooks OnlineQuickBooks Online (4)
S
S
T
Create a Solve CRM contact and a Tapfiliate customer whenever a new Stripe customer is created.
New Stripe customers appear in Solve CRM and Tapfiliate within seconds, eliminating manual data entry.
S
S
T
Create a Tapfiliate conversion and a Solve CRM company when a Stripe charge is created.
Every Stripe charge logs a new conversion in Tapfiliate and creates a company in Solve CRM automatically.
S
S
T
When a Stripe subscription is cancelled, cancel the customer in Tapfiliate and update Solve CRM.
Subscription cancellations in Stripe instantly update customer statuses in Tapfiliate and Solve CRM.
S
S
T
Use ChatGPT to analyse Stripe payment failures, log the details in Solve CRM, and update Tapfiliate.
ChatGPT processes Stripe payment failures so Solve CRM and Tapfiliate receive clear failure notes.

Supported triggers and actions for Solve CRM and Tapfiliate

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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Tapfiliate
Tapfiliate Triggers & Actions
Affiliate is created in Tapfiliate
Triggers the automation when a new affiliate is created
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Affiliate payment is created in Tapfiliate
Triggers the automation when a new affiliate payment is created
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Affiliate prospect is created in Tapfiliate
Triggers the automation when a new affiliate prospect is created
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Conversion is created in Tapfiliate
Triggers the automation when a new conversation is initiated
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Commission is created in Tapfiliate
Triggers the automation when a new commission is created
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Create a conversion in Tapfiliate
Logs a new conversion
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Create a customer in Tapfiliate
Creates a new customer record
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Search affiliate prospect in Tapfiliate
Searches for potential affiliate partners for marketing collaboration
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Set affiliate to group in Tapfiliate
Sets an affiliate to a group
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Uncancel a customer in Tapfiliate
Uncancels a customer
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Get customer by ID in Tapfiliate
Retrieves customer information based on their unique id
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Cancel a customer in Tapfiliate
Cancel a customer's subscription or membership
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Get conversion by ID in Tapfiliate
Retrieves a conversion record by its id
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Search affiliate in Tapfiliate
Searches for a particular affiliate partner
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Search affiliate in a program in Tapfiliate
Searches for an affiliate in a program
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Add commission to conversion in Tapfiliate
Increase the final conversion amount with a set commission percentage
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Approve commission in Tapfiliate
Approve commission requests
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Disapprove commission in Tapfiliate
Disapproves commission payments based on predefined criteria
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What can you automate with Solve CRM + Tapfiliate?

Connect Solve CRM and Tapfiliate to streamline customer workflows, track affiliate conversions, and eliminate manual data entry.

What you can automate?
🔄
Sync new contacts into customer accounts
Automatically generate a customer profile in Tapfiliate the moment a new contact is created in Solve CRM, keeping your affiliate and CRM data unified.
📋
Capture every submitted field and note
Map all available contact details and custom notes from Solve CRM straight into your Tapfiliate customer profiles without missing key data points.
🔔
Notify your team on important updates
Send instant team alerts in Slack or your preferred messaging tool whenever a new affiliate payment or conversion is registered.
🔀
Route records based on submitted criteria
Apply conditional logic to assign affiliates to specific groups or create custom customer tiers depending on submitted form details.
📝
Keep customer profiles up to date
Automatically update customer details across both Solve CRM and Tapfiliate whenever contact information or company data changes.
🔍
Search and prevent duplicate records
Search existing affiliate prospects and customer lists before creating new entries, ensuring your databases remain clean and organised.
💳
Handle status changes and cancellations
Instantly process customer cancellations, approve commissions, or update payment statuses across your entire connected workflow.
🌐
Extend your workflow to external apps
Connect your core Solve CRM and Tapfiliate flow with Slack, Google Sheets, or Stripe to trigger downstream tasks automatically.
And much more...

Who is Solve CRM + Tapfiliate integration for?

Operations managers, affiliate directors, and finance leads rely on this integration to keep customer records and program tracking aligned automatically.

Affiliate Directors
Affiliate Directors
Customer Support Leads
Customer Support Leads
Account Managers
Account Managers
Operations Managers
Operations Managers
Sales Representatives
Sales Representatives
Finance Teams
Finance Teams
📈
Affiliate Directors
You report on program performance and decide budgets from tracking metrics, but your conversion numbers are always stale because records require manual exporting — with this integration, every new conversion lands in your system instantly and your tracking stays current.
⚡
Customer Support Leads
You need to act fast when new service requests arrive, but you find out about client issues too late because customer updates sit in separate tabs — automating both apps means every contact and ticket syncs instantly so your team responds without delay.
🤝
Account Managers
You answer to clients who want to see progress on scheduling and notes, but manual data transfers leave gaps in your pipeline history — connecting these apps means every update flows smoothly into your records and clients see accurate timelines.
📊
Operations Managers
The volume of inbound contacts and affiliate payouts is too high for anyone to keep up by hand, leading to missed records and delayed follow-ups — this integration means every record syncs automatically and your team avoids tedious data entry.
💼
Sales Representatives
You own the next step in the pipeline and depend on colleagues upstream to hand over client details, but manual handovers cause bottlenecks — with this integration, every contact and company record is handed off instantly to the right person.
🗂️
Finance Teams
You need a reliable history of customer payments and commission payouts, but you keep finding gaps in your financial logs due to manual entry errors — automating both apps means every transaction and customer record is logged accurately.
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Why choose Integrately to automate Solve CRM + Tapfiliate

Build and manage your Solve CRM + Tapfiliate 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 + Tapfiliate 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 Solve CRM to Tapfiliate?
Frequently Asked Questions
You can connect Solve CRM to Tapfiliate in 1 click using ready workflows on Integrately. Choose a template, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create a Tapfiliate customer when a Solve CRM contact is created?
Frequently Asked Questions
Can I connect Solve CRM, Tapfiliate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Solve CRM and Tapfiliate?
Frequently Asked Questions
How does Solve CRM handle contact creation in automations?
Frequently Asked Questions
How are Tapfiliate conversions and customers updated?
Frequently Asked Questions
Do I need coding skills to automate Solve CRM and Tapfiliate?
Frequently Asked Questions
Is the Solve CRM and Tapfiliate integration free?
Frequently Asked Questions
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You Can Also Connect Solve CRM or Tapfiliate With 1500+ Other Apps

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Tapfiliate
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Sync Tapfiliate with payment processors, marketing tools, and reporting platforms to optimise your affiliate program ROI.
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