Solve CRM + WiserNotify Integration

Integrate Solve CRM to WiserNotify in one click, or tell Integrately AI how you want each contact handled. Log customer actions, create conversions, update your marketing campaigns, and trigger 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
  • WiserNotify
    Subscriber is created in WiserNotify Instant
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • WiserNotify
    Create conversion in WiserNotify
  • WiserNotify
    Create purchase in WiserNotify
  • WiserNotify
    Create review in WiserNotify

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Ready Workflows Ready Workflows for Solve CRM + WiserNotify Integration

Capture new leads, create real-time conversions, log customer purchases, record product reviews, and sync customer data, all in just one click.

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

Create WiserNotify contact for new Solve CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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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 + WiserNotify flow

Extend your automation stack with billing, email marketing, team chat, scheduling, and forms to keep your entire business synchronised. Pick a combination and activate it in one click.

Solve CRM
WiserNotify
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StripeStripe (8)
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MailchimpMailchimp (8)
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SlackSlack (8)
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Google CalendarGoogle Calendar (8)
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CalendlyCalendly (8)
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TypeformTypeform (8)
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When a Stripe charge succeeds, create a contact in Solve CRM and create a purchase in WiserNotify.
Every successful Stripe charge instantly creates a contact in Solve CRM and logs a purchase in WiserNotify without manual data entry.
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When a Stripe customer is created, create a company in Solve CRM and create a conversion in WiserNotify.
New Stripe customers appear as companies in Solve CRM and trigger conversions in WiserNotify automatically.
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When a Stripe subscription is updated, update the company in Solve CRM and log a purchase in WiserNotify.
Subscription updates in Stripe instantly update Solve CRM records and log purchases in WiserNotify.
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Create a Stripe invoice when a contact is created in Solve CRM and notify WiserNotify of a conversion.
New Solve CRM contacts generate Stripe invoices and trigger WiserNotify conversions instantly.
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If a Stripe payment fails, create a company in Solve CRM and create a review in WiserNotify.
Failed Stripe payments create Solve CRM company records and log review events in WiserNotify.
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When a Stripe subscription is cancelled, update the contact in Solve CRM and log a purchase in WiserNotify.
Cancelled subscriptions in Stripe update Solve CRM contacts and log purchase events in WiserNotify.
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Use ChatGPT to analyse failed Stripe charges, create a company in Solve CRM, and log a conversion in WiserNotify.
ChatGPT analyses failed Stripe charges before creating Solve CRM company records and WiserNotify conversions.
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Turn every successful Stripe charge into a company in Solve CRM, create a purchase in WiserNotify, and notify your finance channel in Slack.
Stripe charges create Solve CRM companies, log WiserNotify purchases, and alert finance channels in Slack.

Supported triggers and actions for Solve CRM and WiserNotify

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
Try it →
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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WiserNotify
WiserNotify Triggers & Actions
Instant
Subscriber is created in WiserNotify
Triggers the automation when a new subscriber is added
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Create conversion in WiserNotify
Convert leads into potential clients based on pre-defined rules
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Create purchase in WiserNotify
Generates a new purchase
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Create review in WiserNotify
Generates and post reviews for products or services
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What can you automate with Solve CRM + WiserNotify?

Streamline your customer relationship workflows and social proof messaging with robust, ready-to-run automations.

What you can automate?
🔄
Sync contacts and conversions in real-time
Automatically create a conversion in WiserNotify the moment a new contact is created in Solve CRM. Eliminate manual data transfer and keep your marketing metrics accurate.
📋
Capture every submitted field accurately
Map all available contact and company details from Solve CRM into WiserNotify conversion records instead of just basic names and emails. Your messaging campaigns become more targeted.
🔔
Alert your team instantly on new signups
Send immediate notifications to your team whenever a new subscriber is created in WiserNotify or a company is added in Solve CRM. Response times improve significantly.
🔀
Route records based on submitted data fields
Branch your workflows by checking submitted contact or company attributes in Solve CRM. Send VIP accounts to dedicated channels and standard leads to general queues.
🔄
Keep destination records up to date
Automatically update existing contact profiles in Solve CRM whenever subscriber details change in WiserNotify. Prevent outdated information across your platforms.
🛡️
Prevent duplicate records automatically
Search existing databases before creating new entries so you never end up with duplicate contacts or companies when sync events overlap.
💳
Handle later purchase and review events
Trigger automated workflows when purchases, conversions, or reviews are created in WiserNotify, updating your Solve CRM pipeline stages without manual work.
🔌
Extend your workflow to Slack or Stripe
Connect your Solve CRM and WiserNotify core flow to Slack or Stripe to notify teams or log billing details in a single multi-step pipeline.
And much more...

Who is Solve CRM + WiserNotify integration for?

Customer support teams, marketers, and business owners scaling their workflows rely on this integration to keep customer data and social proof perfectly synchronised.

Analytics and reporting teams
Analytics and reporting teams
Sales development reps
Sales development reps
Client success managers
Client success managers
High-volume customer support teams
High-volume customer support teams
Operations managers
Operations managers
Compliance and QA leads
Compliance and QA leads
📈
Analytics and reporting teams
You're pulling performance figures from multiple customer platforms, but your tracking dashboards only update when someone manually exports records, so the metrics you're reporting against are always a few hours behind — this integration means every new contact and conversion lands in your system instantly and your numbers stay current.
Sales development reps
You need to engage incoming leads immediately while interest is high, but waiting for manual notifications means you find out about prospects hours after they register — automating both apps means every new contact or subscriber alerts your team straight away and your response times drop.
🤝
Client success managers
You answer to stakeholders who want to see active pipeline movement and customer engagement, but compiling manual status reports eats into your coaching time — with this integration, every customer milestone and conversion is logged automatically and your client reporting is always ready.
📊
High-volume customer support teams
The volume of inbound customer requests and account signups is too high for anyone to keep up by hand, leading to missed follow-ups and unlogged interactions — connecting these apps means every contact and purchase is recorded instantly and your queue stays organised.
🔄
Operations managers
You own the post-signup workflow and depend on upstream teams to hand over customer details before you can start onboarding, causing frequent bottlenecks — this integration means data flows straight from Solve CRM to WiserNotify without waiting on manual hand-offs.
🗂️
Compliance and QA leads
You need a reliable audit history of every customer interaction, but manual data entry keeps leaving gaps in your records and audit trails — automating both apps means every contact, conversion, and purchase is logged in sequence and your database remains complete.
Our team

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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 + WiserNotify

Build and manage your Solve CRM + WiserNotify 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 + WiserNotify 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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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Solve CRM to WiserNotify?
Frequently Asked Questions
You can connect Solve CRM to WiserNotify in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields. Pair it with Stripe, Mailchimp, or Slack to extend your workflow.
Can I automatically create WiserNotify conversions when new contacts are created in Solve CRM?
Frequently Asked Questions
Can I connect Solve CRM, WiserNotify, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Solve CRM and WiserNotify?
Frequently Asked Questions
How does Solve CRM handle contact and company data in integrations?
Frequently Asked Questions
How does WiserNotify handle subscribers, conversions, and reviews?
Frequently Asked Questions
Do I need coding skills to automate Solve CRM and WiserNotify?
Frequently Asked Questions
Is the Solve CRM and WiserNotify integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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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 Solve CRM or WiserNotify With 1500+ Other Apps

Solve CRM
Popular Solve CRM Integrations
Connect Solve CRM to CRMs, email marketing tools, and support systems to manage customer relationships seamlessly.
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WiserNotify
Popular WiserNotify Integrations
Sync WiserNotify with landing page builders, analytics platforms, and e-commerce tools to display real-time social proof.