Solve CRM integration
Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.
What your agents can do with Solve CRM
5 pre-built Solve CRM tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (1)
Create Contact
Create a new contact.
Triggers (4)
New User Created
Emit new event for each new user created.
New Contact Tagged (Instant)
Emit new event when the specified tag is added to a contact.
New Contact Created (Instant)
Emit new event for each new contact created.
New Company Created (Instant)
Emit new event for each new company created.
Set up Solve CRM in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Solve CRM account
In Relevance AI, open Integrations and add Solve CRM, then paste your API key. You will find it in your Solve CRM account settings.
Use Solve CRM in an agent
Create a tool, add a Solve CRM tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Solve CRM to work in your agents
Connect Solve CRM alongside 1,800+ other integrations and let your agents run the busywork.