Solve CRM + FastBill Integration

Connect Solve CRM to FastBill in 1 click

Integrate Solve CRM + FastBill For Free Free forever. Use premium features free for 14 days.

Popular Solve CRM + FastBill Workflows

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Solve CRM + FastBill Integration

Create FastBill contact from new Solve CRM company

If you have created a company in Solve CRM, it's important to create a contact in FastBill. 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 + FastBill Integration

Create FastBill 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 FastBill.

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 FastBill!
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Solve CRM + FastBill Integration
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • FastBill
    Create customer in FastBill
  • FastBill
    Create offer in FastBill
  • FastBill
    Create invoice in FastBill
  • FastBill
    Add revenue in FastBill
  • FastBill
    Finalize invoice in FastBill
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