Exact Online + Solve CRM Integration

Connect Exact Online to Solve CRM in 1 click

Integrate Exact Online + Solve CRM For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Exact Online + Solve CRM Workflows

Create Exact Online contact from new Solve CRM company

If you have created a company in Solve CRM, it's important to create a contact in Exact Online. 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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Create Exact Online 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 Exact Online.

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 Exact Online!

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Create Your Own Exact Online & Solve CRM Integration Without Any Code

Create Custom Workflow

Contact is created in Solve CRM
Company is created in Solve CRM

Search bank account by account name in Exact Online
Search document by accountName in Exact Online
Update cost unit in Exact Online
Update cost center in Exact Online
Update address in Exact Online
Update contact in Exact Online
Update account in Exact Online
Delete contact in Exact Online
Delete account in Exact Online
Create document in Exact Online
Search item by code in Exact Online
Search cost unit by code in Exact Online
Search cost centre by code in Exact Online
Search contact by first name in Exact Online
Search address by contact name in Exact Online
Search account by name in Exact Online
Create item in Exact Online
Create project in Exact Online
Create cost unit in Exact Online
Create cost centre in Exact Online
Create bank account in Exact Online
Create address in Exact Online
Create account in Exact Online
Create contact in Exact Online
Create contact in Solve CRM
Create company in Solve CRM

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Integrate Exact Online & Solve CRM 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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You Can Also Connect Exact Online or Solve CRM With 1200+ Other Apps

Exact Online offers comprehensive business software solutions, integrating accounting, CRM, and project management to streamline your operations. Optimize your business processes with Exact Online's all-in-one platform.

See Exact Online Integrations

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.

See Solve CRM Integrations