Solve CRM + awork Integration

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Solve CRM + awork Integration

Create awork task for new Solve CRM contact

Solve CRM and awork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Solve CRM, do you also create a task in awork? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Solve CRM + awork Integration

Create awork project from new Solve CRM company

If you're using awork to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in Solve CRM, use this automation to create a project in awork. This will help keep your time tracking organized and easy to access.
awork + Solve CRM Integration

Create Solve CRM contact for new awork client

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this awork - Solve CRM integration, anytime a new awork client is created, an Solve CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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awork + Solve CRM Integration

Create Solve CRM company from new awork project

If you're using the time tracking app awork to manage your project, you'll want to create a company in Solve CRM to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in Solve CRM whenever you create a project in awork.
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Solve CRM + awork Integration
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • awork
    Client is added in awork Instant
  • awork
    Project task is added in awork Instant
  • awork
    Task status is changed in awork Instant
  • awork
    Project is added in awork Instant
  • awork
    Project member is added in awork Instant
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • awork
    Create task in awork
  • awork
    Add Contact Information in awork
  • awork
    Creates a new company. in awork
  • awork
    Create Project in awork
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Integrate Solve CRM & awork In 1 Click
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