Quaderno + Solve CRM Integration

Connect Quaderno to Solve CRM in 1 click

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Quaderno + Solve CRM Integration

Create Solve CRM contact for new Quaderno contact

If you are using Quaderno, 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 Quaderno, 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?
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Quaderno + Solve CRM Integration

Create Solve CRM company from new Quaderno invoice

If you're a small business owner who uses Quaderno to manage your finances, you may be wondering if there's a way to automatically create a company profile in Solve CRM whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Solve CRM and Quaderno!
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Quaderno + Solve CRM Integration
1.
  • Quaderno
    Invoice is created in Quaderno Instant
  • Quaderno
    New sale is created in Quaderno Instant
  • Quaderno
    Credit note is created in Quaderno Instant
  • Quaderno
    Checkout is abandoned in Quaderno Instant
  • Quaderno
    Contact is created in Quaderno Instant
  • Quaderno
    Checkout is successful in Quaderno Instant
  • Quaderno
    Checkout is failed in Quaderno Instant
  • Quaderno
    Estimate is created in Quaderno Instant
  • Quaderno
    Estimate is declined in Quaderno Instant
  • Quaderno
    Estimate is accepted in Quaderno Instant
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
2.
  • Quaderno
    Create an invoice in Quaderno
  • Quaderno
    Create a paid invoice in Quaderno
  • Quaderno
    Get contact by ID in Quaderno
  • Quaderno
    Create a sale in Quaderno
  • Quaderno
    Search sale in Quaderno
  • Quaderno
    Create a contact in Quaderno
  • Quaderno
    Create an expense in Quaderno
  • Quaderno
    Create an estimate in Quaderno
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
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