Exact Online + Solve CRM Integration

Q: Can I automatically sync new contacts from Exact Online to Solve CRM?

Yes, you can automatically sync new contacts from Exact Online to Solve CRM using ready-made workflows that run instantly in the background.

Q: Can I connect Exact Online, Solve CRM, and Slack?

Yes, you can connect Exact Online, Solve CRM, and Slack in a multi-step automation. When a contact is created in Exact Online, it updates Solve CRM and notifies your team in Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Exact Online and Solve CRM?

Integrately is a top-rated alternative for connecting Exact Online and Solve CRM, offering 20 million+ ready templates, 24/5 live chat, and a much lower cost.

Q: How does Exact Online handle contact updates in this integration?

When a contact is created or updated in Exact Online, the integration instantly triggers your chosen workflow to update your records.

Q: Can Solve CRM trigger actions in Exact Online?

Yes, whenever a company or contact is created in Solve CRM, it can automatically create or update records in Exact Online.

Q: Do I need coding skills to automate Exact Online and Solve CRM?

No coding skills are needed to connect Exact Online and Solve CRM. You can use ready-made templates or use Integrately AI to build your workflow.

Q: Is the Exact Online and Solve CRM integration free?

Yes, you can start using the Exact Online and Solve CRM integration with a free forever plan on Integrately.

Integrate Exact Online to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Enrich and qualify contacts, update your accounts and records, alert your team, and trigger follow-ups automatically.

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Free forever.

Use premium features free for 14 days.

Item is created or updated in Exact Online Instant
Account is created or updated in Exact Online Instant
Contact is created or updated in Exact Online Instant
Contact is created in Solve CRM
Company is created in Solve CRM

Search account by 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 bank account by account name in Exact Online
Search address by contact 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

Trusted by experts at...

Ready Workflows for Exact Online + Solve CRM Integration

Create contacts, organise accounts, keep projects updated, alert your team, and send follow-ups, all in just one click.

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.

Activate

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!

Activate

Create Solve CRM contact for new Exact Online contact

If you are using Exact Online, 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 Exact Online, 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?

Activate

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Connect more apps to your Exact Online + Solve CRM flow

Connect your customer and financial data to email campaigns, team chat boards, and task trackers to keep operations moving without manual handoffs. Pick a combination and activate it in one click.

Hubspot (5)

Stripe (5)

Mailchimp (5)

Google Workspace (5)

Slack (5)

Trello (5)

Add every updated Exact Online contact to Solve CRM, and create a matching contact in HubSpot.

Exact Online contacts appear in Solve CRM instantly and sync directly into HubSpot, eliminating duplicate data entry across your systems.

When a company is created in Solve CRM, update the corresponding Exact Online account and create a company in HubSpot.

New Solve CRM companies update your Exact Online records and instantly populate your HubSpot account directory.

If a new Exact Online contact includes an account name, create a Solve CRM contact and add a deal in HubSpot.

Qualified Exact Online contacts instantly generate Solve CRM records and open new sales deals in HubSpot.

Use Claude to summarise new Exact Online contact notes, save them in Solve CRM, and create a task in HubSpot.

Claude extracts key details from Exact Online updates, logs them in Solve CRM, and schedules follow-up tasks in HubSpot.

When a Solve CRM contact is added, create an Exact Online contact and log the customer interaction in HubSpot.

New Solve CRM entries automatically populate Exact Online and log interaction history in HubSpot.

When a Stripe payment succeeds, create a contact in Exact Online and add a company in Solve CRM.

Successful Stripe payments automatically generate Exact Online contacts and set up company records in Solve CRM.

Add every new Stripe customer to Exact Online as a contact, and create a corresponding record in Solve CRM.

New Stripe customers are immediately logged as contacts in Exact Online and tracked in Solve CRM.

When an Exact Online contact is created or updated, create a Stripe customer and update the record in Solve CRM.

Exact Online client updates automatically generate Stripe customer profiles and refresh Solve CRM entries.

When a Solve CRM company is created, create a Stripe customer and update the account details in Exact Online.

New Solve CRM companies automatically provision Stripe billing profiles and Exact Online accounts.

When a Stripe subscription fails, create a support record in Solve CRM and update the customer status in Exact Online.

Failed Stripe payments trigger alerts in Solve CRM and update financial statuses in Exact Online.

Add every new Exact Online contact to Mailchimp as a subscriber, and create a matching record in Solve CRM.

Exact Online contacts are automatically added to Mailchimp subscriber lists and synced with Solve CRM.

When a Solve CRM contact is created, add them to a Mailchimp audience and log the account in Exact Online.

New Solve CRM contacts join Mailchimp marketing lists while updating your Exact Online records.

If an Exact Online contact has a valid email, subscribe them in Mailchimp and create a Solve CRM company.

Valid Exact Online contacts populate Mailchimp marketing campaigns and establish Solve CRM company profiles.

Use Claude to personalise Mailchimp welcome emails based on Exact Online data, and log the contact in Solve CRM.

Claude crafts tailored welcome emails from Exact Online details before adding subscribers to Mailchimp and Solve CRM.

When a Mailchimp subscriber updates their profile, update the corresponding contact in Solve CRM and Exact Online.

Mailchimp subscriber changes automatically update your Solve CRM records and Exact Online database.

Add every new Exact Online contact to a Google Sheets row, and create a matching contact in Solve CRM.

Exact Online contact details populate Google Sheets rows instantly while updating your Solve CRM database.

When a Solve CRM company is created, log the details in Google Sheets and update your Exact Online records.

New Solve CRM company entries generate Google Sheets tracking rows and update Exact Online accounts.

If an Exact Online item is created or updated, log it in Google Sheets and create a product entry in Solve CRM.

Exact Online item changes update Google Sheets inventory logs and populate Solve CRM records.

Use Gemini to extract key text from Exact Online documents, log it in Google Sheets, and create a Solve CRM contact.

Gemini analyses Exact Online documents, stores extracted data in Google Sheets, and registers Solve CRM contacts.

When a Google Calendar event is booked, create an Exact Online contact and schedule a follow-up in Solve CRM.

Calendar bookings automatically generate Exact Online contacts and set up tracking records in Solve CRM.

Notify your sales channel in Slack when an Exact Online contact is created, and log it in Solve CRM.

New Exact Online contacts trigger instant Slack channel alerts while populating your Solve CRM database.

When a company is created in Solve CRM, update Exact Online and announce the new client in Slack.

New Solve CRM companies update your Exact Online records and broadcast client announcements in Slack.

If an Exact Online account update is high value, update Solve CRM and alert the management channel in Slack.

High-value Exact Online account updates update Solve CRM records and trigger priority Slack alerts.

Use ChatGPT to draft onboarding summaries from Exact Online data, save them in Solve CRM, and notify Slack.

ChatGPT generates onboarding briefs from Exact Online data, stores them in Solve CRM, and posts updates in Slack.

When a Solve CRM contact is created, log it in Exact Online and post a notification in Slack.

New Solve CRM contacts register in Exact Online and trigger instant notifications in Slack.

Create a Trello card for every new Exact Online contact, and register a matching contact in Solve CRM.

Exact Online contacts automatically generate Trello project cards while updating your Solve CRM database.

When a Solve CRM company is created, update Exact Online and create an onboarding card in Trello.

New Solve CRM companies update your Exact Online records and spawn Trello onboarding cards.

If an Exact Online item is updated, create a Trello review card and update records in Solve CRM.

Exact Online item modifications generate Trello review cards and update Solve CRM records.

Use Gemini to parse Exact Online project requests, create a Trello task board, and update Solve CRM.

Gemini extracts project requirements from Exact Online, builds Trello cards, and updates Solve CRM entries.

When a Trello card is moved to done, update the corresponding account in Exact Online and Solve CRM.

Completed Trello cards automatically update account statuses in Exact Online and Solve CRM.

Supported triggers and actions for Exact Online and Solve CRM

Mix and match to build the exact automation you need

Exact Online Triggers & Actions

Instant

Item is created or updated in Exact Online

Triggers the automation when an item is created or updated

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Instant

Account is created or updated in Exact Online

Triggers the automation when an account is created or updated

Try it →

Instant

Contact is created or updated in Exact Online

Triggers the automation when a contact is created or updated

Try it →

Solve CRM Triggers & Actions

Contact is created in Solve CRM

Triggers the automation when a new contact is created

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Company is created in Solve CRM

Triggers the automation when a new company is created

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What can you automate with Exact Online + Solve CRM?

Streamline customer onboarding, keep account records aligned, and eliminate manual data entry between your financial software and CRM.

Get Started For Free

🔄

Sync new contacts between Exact Online and Solve CRM automatically

Whenever a contact is created or updated in Exact Online, a matching contact is created in Solve CRM. Remove manual copying and keep both platforms completely in sync.

📋

Capture every account and contact detail without data loss

Map every available field from Exact Online contacts and accounts directly into Solve CRM records. Ensure names, addresses, and identifiers are never left behind.

🔔

Alert your team instantly when a new record arrives

Trigger instant notifications in your messaging tools the moment a contact or company is created in either Exact Online or Solve CRM.

🔀

Route contacts based on specific criteria or values

Apply conditional rules to sort incoming contacts by region or account type, ensuring they land in the right Solve CRM pipeline immediately.

✏️

Keep existing records current as details change

Automatically update addresses, contact info, and account details in Solve CRM whenever changes are made in Exact Online.

🛡️

Prevent duplicate entries with intelligent record matching

Search existing records before creating new ones, updating current Solve CRM entries when an Exact Online contact or account is modified.

📈

Manage post-creation updates and status changes

Track when accounts are modified, projects are created, or cost centers are updated, reflecting every lifecycle milestone across both tools.

🧩

Extend your workflow with Slack, HubSpot, or Mailchimp

Take data from Exact Online and Solve CRM and push it into supporting apps like Slack or HubSpot to trigger multi-step team workflows.

And much more...

Who is Exact Online + Solve CRM integration for?

Financial managers and customer success teams waste hours manually moving account details and support notes between Exact Online and Solve CRM, but this integration eliminates duplicate entry.

Operations managers

Sales representatives

Customer service leads

High-volume support teams

Account managers

Compliance officers

📈

Operations managers

You're reviewing account updates and financial records in Exact Online, but your CRM data only updates when someone manually exports rows, so the customer records you're checking are always hours behind — with this integration, every new account lands in Solve CRM instantly and your data stays current.

🎯

Sales representatives

You need to follow up the moment a new client registers in Exact Online, but details take hours to reach Solve CRM, so you find out about leads too late — this integration means every created contact triggers an instant CRM record so you can reach out right away.

🤝

Customer service leads

You answer to clients who expect their account information to match across every system, but manual syncing creates frustrating gaps — automating both apps means every contact and company stays fully aligned without manual intervention.

⚡

High-volume support teams

Your team processes hundreds of new customer records every week, and manual data entry leads to missed records and spelling errors — with this integration, every contact is synced accurately without anyone touching a spreadsheet.

📋

Account managers

You own the onboarding stage and depend on the finance team to create accounts in Exact Online before you can set them up in Solve CRM — automating both apps means client handovers happen the second an account is created.

🔒

Compliance officers

You need a complete, unbroken history of every customer interaction and account update for auditing, but manual tracking always leaves missing entries — this integration means every record is logged reliably from day one.

Try This Integration – No Code Needed

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Exact Online + Solve CRM

Build and manage your Exact Online + Solve CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Exact Online + Solve CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Exact Online to Solve CRM?

You can connect Exact Online to Solve CRM in one click using pre-built templates or ask Integrately AI to build the integration for you. It takes just minutes to link your accounts and start syncing data.

Can I automatically sync new contacts from Exact Online to Solve CRM?

Can I connect Exact Online, Solve CRM, and Slack?

What is a good Zapier alternative for Exact Online and Solve CRM?

How does Exact Online handle contact updates in this integration?

Can Solve CRM trigger actions in Exact Online?

Do I need coding skills to automate Exact Online and Solve CRM?

Is the Exact Online and Solve CRM integration free?

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Want to automate something else in your workflow?

You Can Also Connect Exact Online or Solve CRM With 1500+ Other Apps

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Exact Online + Solve CRM Integration

Integrate Exact Online to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Enrich and qualify contacts, update your accounts and records, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Exact Online + Solve CRM Integration

Create contacts, organise accounts, keep projects updated, alert your team, and send follow-ups, all in just one click.

Create Exact Online contact from new Solve CRM company

Create Exact Online contact for new Solve CRM contact

Create Solve CRM contact for new Exact Online contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Solve CRM flow

Connect your customer and financial data to email campaigns, team chat boards, and task trackers to keep operations moving without manual handoffs. Pick a combination and activate it in one click.

Supported triggers and actions for Exact Online and Solve CRM

Mix and match to build the exact automation you need

What can you automate with Exact Online + Solve CRM?

Streamline customer onboarding, keep account records aligned, and eliminate manual data entry between your financial software and CRM.

Who is Exact Online + Solve CRM integration for?

Financial managers and customer success teams waste hours manually moving account details and support notes between Exact Online and Solve CRM, but this integration eliminates duplicate entry.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Exact Online + Solve CRM

Build and manage your Exact Online + Solve CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Exact Online or Solve CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Exact Online + Solve CRM Integration

Integrate Exact Online to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Enrich and qualify contacts, update your accounts and records, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Exact Online + Solve CRM Integration

Create contacts, organise accounts, keep projects updated, alert your team, and send follow-ups, all in just one click.

Create Exact Online contact from new Solve CRM company

Create Exact Online contact for new Solve CRM contact

Create Solve CRM contact for new Exact Online contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Solve CRM flow

Connect your customer and financial data to email campaigns, team chat boards, and task trackers to keep operations moving without manual handoffs. Pick a combination and activate it in one click.

Supported triggers and actions for Exact Online and Solve CRM

Mix and match to build the exact automation you need

What can you automate with Exact Online + Solve CRM?

Streamline customer onboarding, keep account records aligned, and eliminate manual data entry between your financial software and CRM.

Who is Exact Online + Solve CRM integration for?

Financial managers and customer success teams waste hours manually moving account details and support notes between Exact Online and Solve CRM, but this integration eliminates duplicate entry.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Exact Online + Solve CRM

Build and manage your Exact Online + Solve CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Exact Online or Solve CRM With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click