Link your own application to related Solve records

You’re working on a contact in a custom application > click on a hyperlink …

A related Solve record opens …

This useful integration is possible if you can create a custom hyperlink in your app which includes either an email address or phone number common to records in both systems. Here is an example of how Xero does it.

Another popular example is to automatically open an incoming caller’s contact record. Here is how the hyperlink is configured in RingCentral, but the method works with other phone systems too.

Details

The format for the special hyperlink is:

https://secure.solve360.com/email/{EMAIL} 

Or

https://secure.solve360.com/phonenumber/{PHONENUMBER} 

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