Available triggers

  • New Contact
  • New Company
  • New User
  • New Tagged Contact
  • New Workgroup

Available actions

  • Add/Update Subscriber
  • Create Email Campaign
  • Send Email Campaign
  • Unsubscribe Email
  • Add Subscriber to TAG
  • Create Contact
  • Create Company

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.

  1. 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.
    Setup Solve 1
  2. 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.
  3. 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.
    Setup Solve 2
  4. 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.
  5. Setup Solve 3
  6. 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.
    Setup Solve 4
  7. 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.
  8. At the end of the setup process you need to activate the zap in order for it to start working.

Mailpro is right now in early access mode with Zapier (beta integration), so if you want to use Mailpro in your Zaps, you will have to accept an invitation in the following link: Accept the invitation

Mailpro

About Mailpro

Mailpro is an online Email and SMS marketing solution. It lets you create professional looking newsletters in minutes for your customers with our +560 free responsive templates. Then you can send your newsletter to thousands of email contacts in few seconds with simple steps. After this you can track the effectiveness of your email campaigns with our detailed statistics and make strategic decisions to achieve a successful Email and SMS marketing plan.

For more information visit mailpro.com

Zapier

About Zapier

Zapier is a web automation service. With Zapier you can build Zaps which can automate parts of your business. A Zap (or connection) is a blueprint for a task you do repeatedly, that may involve complex setup or requires several steps to be accomplished.

Zapier allows you to work more efficiently by connecting the online web apps you use with Mailpro to create automated tasks, and get more out of your data using an easy drag-and-drop interface.

For more information visit zapier.com

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