Solve CRM integration with Pipedrive
How to Create a Pipedrive Deal from Solve CRM
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create a Pipedrive Deal from Solve CRM" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Solve CRM integrations
Solve CRM actions
Nekton can use any feature that is available in Solve CRM API.
Using our advanced AI, you can easily create custom automations for Solve CRM.
Here are some typical actions you can do in your automated workflows.
Create Company
Create a new company.
Create Contact
Create a new contact.
New Company
Triggers when you add a new company.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
New User
Triggers when you add a new user account.
New Contact
Triggers when you add a new contact.
About Solve CRM
Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.