Solve CRM + EasyPractice Integration

Connect Solve CRM to EasyPractice - Automate your workflows in 1-click

Make use of Solve CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of EasyPractice automations to automate event registrations, send reminder emails, and manage attendee communication efficiently. Combine the benefits of both with Integrately’s Solve CRM + EasyPractice integration.
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Ready Workflows For Solve CRM + EasyPractice Integration

Just click on the workflow you want to automate
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EasyPractice + Solve CRM Integration

Create Solve CRM contact for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your Solve CRM contact are updated with the latest information. When a order is added to an event in EasyPractice, a new contact will be created in Solve CRM automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Create Your Own Solve CRM & EasyPractice Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
Solve CRM + EasyPractice Integration
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • EasyPractice
    New appointment in EasyPractice
  • EasyPractice
    New invoice in EasyPractice
  • EasyPractice
    Client deactivated in EasyPractice
  • EasyPractice
    New client in EasyPractice
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
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Integrate Solve CRM & EasyPractice In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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