Solve is a flexible CRM (a Google for Work Premier Partner) and provides more useful points of integration with Google Apps than any other CRM out there.
You can trigger your Flow XO flows with the following Solve tasks:
- New Company
- New Contact
- New Tagged Company
- New Tagged Contact
And as part of your integrated Flow XO flow you can use the following actions:
- Add, Update, Get and Delete a Company
- Add, Update, Get and Delete a Contact
- Update, Get, Delete a Project Blog
Connecting Your Account
You'll need to retrieve some details from your Solve account to enter into Flow XO. First, in your Solve account:
Then, in Flow XO, you can paste your API Key and enter your username. After clicking 'Test Connection' you're looking for a 'Success' message so that you can click 'Next'. Your account will be connected and you can continue to configure your flow.
You'll then need to click 'Test Connection' to receive the 'Connection succeeded.' message. You can then click 'Next' to continue configuring your Flow XO flow.
Any question on using this service we haven't answered? Contact us!
We don't have any known issues at the moment - everything should work just fine :)
Tell us how we can improve this service on our public Trello roadmap.