Solve CRM + Bind ERP Integration

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Bind ERP + Solve CRM Integration

Create Solve CRM company from new Bind ERP invoice

If you're a small business owner who uses Bind ERP 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 Bind ERP!
Bind ERP + Solve CRM Integration

Create Solve CRM contact for new Bind ERP prospect

If you are using Bind ERP, then you may want to also use Solve CRM to manage your customer relationships. With the help of this automation, whenever you create a prospect in Bind ERP, 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 + Bind ERP Integration

Create Bind ERP prospect from new Solve CRM company

If you have created a company in Solve CRM, it's important to create a prospect in Bind ERP. 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 + Bind ERP Integration

Create Bind ERP prospect 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 prospect in Bind ERP.

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 Bind ERP!
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Solve CRM + Bind ERP Integration
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • Bind ERP
    Quote is created in Bind ERP
  • Bind ERP
    Prospect is created in Bind ERP
  • Bind ERP
    Invoice is created in Bind ERP
  • Bind ERP
    Product is created in Bind ERP
  • Bind ERP
    Activity is scheduled in Bind ERP
  • Bind ERP
    Inventory is updated in Bind ERP
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Bind ERP
    Create prospect in Bind ERP
  • Bind ERP
    Create activity in Bind ERP
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Integrate Solve CRM & Bind ERP In 1 Click
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