WHMCS + Solve CRM Integration

Connect WHMCS to Solve CRM in 1 click

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Solve CRM + WHMCS Integration

Create WHMCS contact for new Solve CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Solve CRM - WHMCS integration, anytime a new Solve CRM contact is created, an WHMCS contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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WHMCS + Solve CRM Integration

Create Solve CRM contact for new WHMCS contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this WHMCS - Solve CRM integration, anytime a new WHMCS contact is created, an Solve CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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WHMCS + Solve CRM Integration

Create Solve CRM contact from new WHMCS ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Solve CRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Solve CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Solve CRM.

This makes it easy to keep track of your support tickets and contacts in one place.
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WHMCS + Solve CRM Integration
1.
  • WHMCS
    Invoice is paid in WHMCS
  • WHMCS
    Order is created in WHMCS
  • WHMCS
    Invoice is created in WHMCS
  • WHMCS
    Client is created in WHMCS
  • WHMCS
    Ticket is created in WHMCS
  • WHMCS
    Todo item is created in WHMCS
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
2.
  • WHMCS
    Create client in WHMCS
  • WHMCS
    Delete client in WHMCS
  • WHMCS
    Create ticket in WHMCS
  • WHMCS
    Update ticket in WHMCS
  • WHMCS
    Create invoice in WHMCS
  • WHMCS
    Create contact in WHMCS
  • WHMCS
    Search contact in WHMCS
  • WHMCS
    Update contact in WHMCS
  • WHMCS
    Create project in WHMCS
  • WHMCS
    Get client by id in WHMCS
  • WHMCS
    Search ticket in WHMCS
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
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