Productive.io + Solve CRM Integration

Integrate Productive.io to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Sync client details, update your CRM records, and align your agency operations automatically.

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1.
  • Productive.io
    Contact is created in Productive.io Instant
  • Productive.io
    Contact is updated in Productive.io Instant
  • Productive.io
    Task is created in Productive.io Instant
  • Productive.io
    Task is updated in Productive.io Instant
  • Productive.io
    Task is deleted in Productive.io Instant
  • Productive.io
    Project is created in Productive.io Instant
  • Productive.io
    Project is updated in Productive.io Instant
  • Productive.io
    Deal is created in Productive.io Instant
  • Productive.io
    Deal is updated in Productive.io Instant
  • Productive.io
    Deal is deleted in Productive.io Instant
  • Productive.io
    Booking is created in Productive.io Instant
  • Productive.io
    Booking is updated in Productive.io Instant
  • Productive.io
    Booking is deleted in Productive.io Instant
  • Productive.io
    Budget is created in Productive.io Instant
  • Productive.io
    Budget is updated in Productive.io Instant
  • Productive.io
    Budget is deleted in Productive.io Instant
  • Productive.io
    Expense is created in Productive.io Instant
  • Productive.io
    Expense is updated in Productive.io Instant
  • Productive.io
    Expense is deleted in Productive.io Instant
  • Productive.io
    Invoice is created in Productive.io Instant
  • Productive.io
    Invoice is updated in Productive.io Instant
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
Arrow Right
2.
  • Productive.io
    Update Contact in Productive.io
  • Productive.io
    Update task in Productive.io
  • Productive.io
    Search task by title in Productive.io
  • Productive.io
    Create task in Productive.io
  • Productive.io
    Create company in Productive.io
  • Productive.io
    Search company in Productive.io
  • Productive.io
    Create contact in Productive.io
  • Productive.io
    Search contact in Productive.io
  • Productive.io
    Create booking in Productive.io
  • Productive.io
    Create task list in Productive.io
  • Productive.io
    Upload attachment in Productive.io
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM

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Ready Workflows Ready Workflows for Productive.io + Solve CRM Integration

Capture contacts, organise records, keep profiles updated, and streamline agency workflows, all in just one click.

Most popular automationmost-popular-automations
Solve CRM + Productive.io Integration

Create Productive.io task for new Solve CRM contact

Solve CRM and Productive.io are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Solve CRM, do you also create a task in Productive.io? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Activate
  • 1of1
Got a different task in mind? Describe it

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

Connect more apps to your Productive.io + Solve CRM flow

Connect your project management and CRM data to communication, billing, and scheduling tools to keep your team aligned. Pick a combination and activate it in one click.

Productive.io
Solve CRM
+
QuickBooks OnlineQuickBooks Online (1)
+
SlackSlack (1)
+
GmailGmail (1)
+
Google DriveGoogle Drive (1)
+
CalendlyCalendly (1)
+
StripeStripe (1)
P
S
Q
Add every new Productive.io contact to Solve CRM, and create a customer record in QuickBooks Online.
New Productive.io contacts appear in Solve CRM instantly while generating a matching customer record in QuickBooks Online, eliminating manual data entry across systems.

Supported triggers and actions for Productive.io and Solve CRM

Mix and match to build the exact automation you need

Productive.io
Productive.io Triggers & Actions
Instant
Contact is created in Productive.io
Triggers the automation when a new contact is created
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Instant
Contact is updated in Productive.io
Try it →
Instant
Task is created in Productive.io
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in Productive.io
Triggers the automation when any task is updated
Try it →
Instant
Task is deleted in Productive.io
Triggers the automation when a task is deleted
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Instant
Project is created in Productive.io
Triggers the automation when a new project is created
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Instant
Project is updated in Productive.io
Triggers the automation when a project is updated
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Instant
Deal is created in Productive.io
Triggers the automation when a deal is created
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Instant
Deal is updated in Productive.io
Triggers the automation when a deal is updated
Try it →
Instant
Deal is deleted in Productive.io
Triggers the automation when a deal is deleted
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Instant
Booking is created in Productive.io
Triggers the automation when a new booking is created
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Instant
Booking is updated in Productive.io
Triggers the automation when a booking is updated
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Instant
Booking is deleted in Productive.io
Triggers the automation when a booking is deleted
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Instant
Budget is created in Productive.io
Triggers the automation when a budget is created
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Instant
Budget is updated in Productive.io
Triggers the automation when the budget is updated
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Instant
Budget is deleted in Productive.io
Triggers the automation when a budget is deleted
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Instant
Expense is created in Productive.io
Triggers the automation when a new expense is added
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Instant
Expense is updated in Productive.io
Triggers the automation when an expense is modified
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Instant
Expense is deleted in Productive.io
Triggers the automation when any expense is deleted
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Instant
Invoice is created in Productive.io
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Productive.io
Triggers the automation when an invoice is updated
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Update Contact in Productive.io
Updates the contact details
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Update task in Productive.io
Updates the task details
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Search task by title in Productive.io
Retrieves tasks based on the specified search criteria
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Create task in Productive.io
Creates a new task
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Create company in Productive.io
Generates a new company profile with given details
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Search company in Productive.io
Finds information about a company
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Create contact in Productive.io
Adds a new contact to the database
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Search contact in Productive.io
Finds and retrieves contact information
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Create booking in Productive.io
Schedule and confirm a booking request
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Create task list in Productive.io
Creates a new task list
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Upload attachment in Productive.io
Try it →
Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
Try it →
Company is created in Solve CRM
Triggers the automation when a new company is created
Try it →
Create contact in Solve CRM
Adds a new contact to the database
Try it →
Create company in Solve CRM
Generates a new company profile with given details
Try it →

What can you automate with Productive.io + Solve CRM?

Streamline agency management and customer relationship tracking with powerful automated workflows.

What you can automate?
🔄
Sync new contacts instantly between platforms
Automatically create a Solve CRM contact whenever a new contact is added in Productive.io. Keep client directories updated across your entire agency stack without manual copy-pasting.
📋
Capture complete project and task metadata
Transfer detailed task fields, project timelines, and budget items from Productive.io straight into Solve CRM records. Ensure your CRM holds the full context of every client engagement.
🔔
Alert team members on critical updates
Trigger instant team notifications whenever project milestones are reached or deals are updated in Productive.io. Keep your service and sales teams aligned in real time.
🔀
Route records based on custom criteria
Filter and direct incoming Productive.io tasks or deals to specific Solve CRM pipelines based on submitted department tags or budget thresholds.
✏️
Keep client profiles continuously updated
Automatically update existing Solve CRM contact details whenever changes occur in Productive.io. Prevent outdated customer information from causing communication errors.
🔍
Prevent duplicate records with smart search
Search existing company and contact records before creating new entries in Solve CRM from Productive.io events. Maintain a clean, deduplicated database effortlessly.
💳
Handle billing and invoice status changes
Track invoice creations and budget updates in Productive.io to trigger corresponding customer status adjustments in Solve CRM. Keep financial workflows synchronized.
⚡
Extend workflows to external business apps
Connect your core Productive.io and Solve CRM flow to Slack, QuickBooks Online, or Gmail to notify stakeholders and generate invoices automatically.
And much more...

Who is Productive.io + Solve CRM integration for?

Agency operators, account managers, and finance leads connect Productive.io and Solve CRM to eliminate manual data entry and maintain accurate client pipelines.

Agency Directors
Agency Directors
Account Managers
Account Managers
Project Coordinators
Project Coordinators
Operations Leads
Operations Leads
Sales Executives
Sales Executives
Finance Teams
Finance Teams
📈
Agency Directors
You're reviewing profitability reports in Productive.io but your CRM pipeline data lives in Solve CRM, so the revenue metrics you're analyzing are always outdated — this integration means every new deal and client record syncs instantly and your reports stay accurate.
⚡
Account Managers
You need to act fast when client requests arrive in Productive.io, but you find out about account updates hours later because details aren't logged in Solve CRM — with this integration, every contact change triggers immediate CRM updates so you never miss a beat.
📋
Project Coordinators
You answer to clients who want to see daily progress updates across their tasks and active budgets, but copying data between platforms wastes valuable hours — automating both apps means your task statuses and client logs update together without manual intervention.
📊
Operations Leads
The volume of tasks and client contacts is too high for anyone to keep up by hand, leading to fragmented records across your agency tools — connecting these apps means contact creation and project tracking happen reliably at scale without human error.
🤝
Sales Executives
You own the client onboarding step and depend on project managers to hand over deal details from Productive.io into Solve CRM manually, causing friction — this integration means every closed deal transitions smoothly into active customer records.
🗂️
Finance Teams
You need a reliable history of billable hours and invoices, but keep finding gaps between project billing records and CRM customer profiles — automating both apps means your financial logs and customer accounts remain perfectly aligned.
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Our team

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Productive.io + Solve CRM

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

1,500+ apps connected
1,500+ apps connected
Connect Productive.io + Solve CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect Productive.io + Solve CRM Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Frequently Asked Questions

How do I connect Productive.io to Solve CRM?
Frequently Asked Questions
You can connect Productive.io to Solve CRM instantly using 1-click automation workflows on Integrately. Select a ready template or ask Integrately AI to build your custom setup alongside apps like Slack and QuickBooks Online.
Can I automatically sync new contacts from Productive.io to Solve CRM?
Frequently Asked Questions
Can I connect Productive.io, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Productive.io and Solve CRM?
Frequently Asked Questions
How are contact updates handled between Productive.io and Solve CRM?
Frequently Asked Questions
Can I create company records in Solve CRM from Productive.io projects?
Frequently Asked Questions
Do I need coding skills to automate Productive.io and Solve CRM?
Frequently Asked Questions
Is the Productive.io and Solve CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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Solve CRM
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