Solve CRM + The Conversion Engine Integration

Integrate Solve CRM to The Conversion Engine in one click, or tell Integrately AI how you want each order handled. Create companies, add contacts, update orders, and trigger team alerts automatically.

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

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Ready Workflows Ready Workflows for Solve CRM + The Conversion Engine Integration

Capture orders, create company profiles, organise contacts, update customer records, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
The Conversion Engine + Solve CRM Integration

Create Solve CRM contact from new The Conversion Engine order

As an online store owner, you're likely using The Conversion Engine 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 The Conversion Engine 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 Solve CRM + The Conversion Engine flow

Log customer orders and sync CRM records with external sheets, messaging channels, and marketing tools. Pick a combination and activate it in one click.

Solve CRM
The Conversion Engine
+
ShopifyShopify (4)
+
Google AdsGoogle Ads (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
T
S
S
Create a Shopify customer for every new order in The Conversion Engine, and add the company in Solve CRM
New Conversion Engine orders instantly create Shopify customers and Solve CRM company records without manual data entry.
T
S
S
Send an email notification via Shopify when a Conversion Engine order is updated, and log the company in Solve CRM
Keep customers informed of order updates through Shopify while updating your Solve CRM company records.
S
T
S
When a Shopify product is updated, update the product in The Conversion Engine and log a company in Solve CRM
Sync product catalog updates from Shopify to The Conversion Engine while maintaining Solve CRM company logs.
T
S
S
Create a draft order in Shopify for every new Conversion Engine booking, and create a company in Solve CRM
Turn service bookings from The Conversion Engine into Shopify draft orders and Solve CRM company entries.

Supported triggers and actions for Solve CRM and The Conversion Engine

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

What can you automate with Solve CRM + The Conversion Engine?

Streamline your customer operations by connecting every order, booking, and form submission between Solve CRM and The Conversion Engine.

What you can automate?
🔄
Sync orders and company records instantly
Create Solve CRM company profiles automatically the moment a new order or booking is registered in The Conversion Engine.
📋
Capture every submitted form field
Map all custom answers from Conversion Engine form responses directly into your Solve CRM records without missing details.
🔔
Alert your team the moment events occur
Notify staff instantly in Slack or via email when a high-value order or consultation booking is completed.
🔀
Route records based on submitted order criteria
Apply different automation paths depending on the product type or order value submitted in The Conversion Engine.
📝
Keep customer profiles updated across systems
Ensure customer updates made in The Conversion Engine reflect immediately within your Solve CRM database.
🔍
Prevent duplicate records with smart search
Search existing database entries before creating new contacts or company profiles to maintain clean records.
💳
Handle later status changes and updates
Update customer service records automatically whenever order statuses or product inventories are modified.
🔗
Extend your workflow to external tools like Slack
Connect your core automation pair with Slack or Google Sheets to trigger multi-step cross-functional pipelines.
And much more...

Who is Solve CRM + The Conversion Engine integration for?

Connecting Solve CRM and The Conversion Engine eliminates manual data entry for customer service teams, e-commerce managers, and sales operators.

Data analysts
Data analysts
Customer service leads
Customer service leads
Client success managers
Client success managers
E-commerce operators
E-commerce operators
Sales representatives
Sales representatives
Operations directors
Operations directors
📈
Data analysts
You rely on Solve CRM reports to evaluate team performance, but manual order logging leaves your metrics outdated — this integration means every new order updates your tracking records instantly.
Customer service leads
You need to respond to client bookings immediately, but delayed notifications slow down your team's reaction time — automating both apps means incoming bookings trigger instant alerts and record updates.
🤝
Client success managers
You answer to stakeholders who expect up-to-date client files, but manual handoffs cause persistent gaps — connecting these apps means company records and orders stay perfectly synchronized.
📦
E-commerce operators
The high volume of daily orders makes manual customer entry impossible to keep up with, leading to missing data — automating both apps means every transaction populates your CRM without manual effort.
🎯
Sales representatives
You depend on upstream order notifications to initiate follow-ups, but slow handoffs cost you deals — this integration means every new transaction triggers immediate customer outreach.
📋
Operations directors
You need a reliable audit history across customer touchpoints, but manual record-keeping creates scattered data — automating both apps means your database maintains a complete transaction history.
Our team

Ready Workflows Did you know?

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 + The Conversion Engine

Build and manage your Solve CRM + The Conversion Engine 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 + The Conversion Engine 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 The Conversion Engine?
Frequently Asked Questions
You can connect Solve CRM to The Conversion Engine in one click using pre-built workflows or Integrately AI. With 1,500+ integrations available including Slack, Google Sheets, and Shopify, setting up your automation takes minutes.
Can I automatically create company records in Solve CRM when orders are placed in The Conversion Engine?
Frequently Asked Questions
Can I connect Solve CRM, The Conversion Engine, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Solve CRM and The Conversion Engine?
Frequently Asked Questions
How does Solve CRM handle incoming order data from The Conversion Engine?
Frequently Asked Questions
Can The Conversion Engine trigger updates when contact records change?
Frequently Asked Questions
Do I need coding skills to automate Solve CRM and The Conversion Engine?
Frequently Asked Questions
Is the Solve CRM and The Conversion Engine integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Solve CRM or The Conversion Engine With 1500+ Other Apps

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The Conversion Engine
Popular The Conversion Engine Integrations
Sync The Conversion Engine with payment gateways, email marketing, and scheduling platforms to accelerate business growth.