About Solve
Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.
Features
Use this zap to add new Solve CRM contacts to your Mailpro contacts and automatize email communication, invite contacts to events and more.
Here are some ways to use Solve with Mailpro:
- You can add new Solve CRM contact to Mailpro.
- Send new Solve CRM contact a welcome email from Mailpro.
- Add new Solve CRM contact to your Mailpro email newsletter.
Setup
In order to use Mailpro with Solve360 CRM through Zapier you are required to have a Mailpro account, a Zapier account, and of course an Solve360 CRM account to make a successful connection with Mailpro. The Solve360 CRM account needs administrator permissions and be a paid account.
- The first thing you'll need to do is login into Zapier either with a Google account, Facebook account or with an email and password. If you don’t have a Zapier account, you can create one.
- After you login you can look for Mailpro in the search bar on top of the page, to find all Mailpro’s zaps or templates we already created. You can also click on the “Make a Zap” button and in the resulting page look for Solve360 CRM to start a Trigger event that will execute an Action in Mailpro.
- First you will need to select the Trigger event in Solve360 CRM, and then you will be asked to Sign in to Solve360 CRM and grant access to your account by providing an API Token (in your Solve360 CRM account settings look for the “More” option and then the API Token tab), in order to get the information needed for the zap to work, and share data with Mailpro. Usually this login is done once and it’s kept archived in your Zapier account for future use.
- After you sign in to Solve you may be asked to finish setting up options for the Trigger event to work. You can verify that the connection is working and then you click in the “Continue” button.
- Then you will have to select the Action event in Mailpro, and you will be asked to sign in to Mailpro and grant access to your account, in order to access the information needed for the zap to work, and receive data from the other application. Usually this login is done once and it’s kept archived in your Zapier account for future use.
- After you sign in to Mailpro you may be asked to finish setting up options for the Action event to work. It could be associated to contacts, messages or SMS. Depending of each type of information, just follow the steps and instructions presented. You can verify that the connection is working and then you click in the “Done” button.
- At the end of the setup process you need to activate the zap in order for it to start working.
