Solve CRM + Alegra Integration

Connect Solve CRM to Alegra in 1 click

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Popular Solve CRM + Alegra Workflows

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Alegra + Solve CRM Integration

Create Solve CRM company from new Alegra invoice

If you're a small business owner who uses Alegra to manage your finances, you may be wondering if there's a way to automatically create a company profile in Solve CRM whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Solve CRM and Alegra!
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Solve CRM + Alegra Integration

Create Alegra contact from new Solve CRM company

If you have created a company in Solve CRM, it's important to create a contact in Alegra. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Solve CRM + Alegra Integration

Create Alegra contact for new Solve CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Solve CRM, this automation will automatically create a contact in Alegra.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Solve CRM and Alegra!
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Alegra + Solve CRM Integration

Create Solve CRM contact for new Alegra contact

If you are using Alegra, then you may want to also use Solve CRM to manage your customer relationships. With the help of this automation, whenever you create a contact in Alegra, a corresponding contact will be created in Solve CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Solve CRM + Alegra Integration
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • Alegra
    Invoice is created in Alegra
  • Alegra
    Item is created in Alegra
  • Alegra
    Contact is created in Alegra
  • Alegra
    Estimate is created in Alegra
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Alegra
    Create invoice in Alegra
  • Alegra
    Create invoice in Costa Rica in Alegra
  • Alegra
    Create invoice in Peru in Alegra
  • Alegra
    Create invoice in Mexico in Alegra
  • Alegra
    Create invoice in Chile in Alegra
  • Alegra
    Create invoice in Colombia in Alegra
  • Alegra
    Create invoice in Argentina in Alegra
  • Alegra
    Send Invoice by mail in Alegra
  • Alegra
    Create invoice payment in Alegra
  • Alegra
    Search invoice in Alegra
  • Alegra
    Create contact in Alegra
  • Alegra
    Update contact in Alegra
  • Alegra
    Search contact in Alegra
  • Alegra
    Create contact in Argentina in Alegra
  • Alegra
    Create contact in chile in Alegra
  • Alegra
    Create contact in Costa Rica in Alegra
  • Alegra
    Create contact in Mexico in Alegra
  • Alegra
    Create contact in Peru in Alegra
  • Alegra
    Create contact in Colombia in Alegra
  • Alegra
    Update contact in Colombia in Alegra
  • Alegra
    Create item in Costa Rica in Alegra
  • Alegra
    Update item in Alegra
  • Alegra
    Create item in Alegra
  • Alegra
    Create item in Mexico in Alegra
  • Alegra
    Search item in Alegra
  • Alegra
    Create remission in Alegra
  • Alegra
    Create estimate in Alegra
  • Alegra
    Send estimate by mail in Alegra
  • Alegra
    Create tax in Alegra
  • Alegra
    Search tax in Alegra
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You Can Also Connect Solve CRM or Alegra With 1200+ Other Apps

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Solve provides a powerful solution to manage and scale customer service teams. From scheduling calls to sharing notes and documents, it eliminates the need for multiple tools while increasing efficiency and team workflows.

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Alegra is a simple and intuitive app that helps small and medium businesses in Latin America manage their business finances. It's the easiest way to keep track of expenses and organize your invoices.

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