Float + Solve CRM Integration

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Solve CRM + Float Integration

Create Float project from new Solve CRM company

If you're using Float to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in Solve CRM, use this automation to create a project in Float. This will help keep your time tracking organized and easy to access.
Float + Solve CRM Integration

Create Solve CRM company from new Float project

If you're using the time tracking app Float to manage your project, you'll want to create a company in Solve CRM to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in Solve CRM whenever you create a project in Float.
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Float + Solve CRM Integration
1.
  • Float
    Task is created in Float
  • Float
    Logged time is created in Float
  • Float
    Logged time is updated in Float
  • Float
    Person is created in Float
  • Float
    Project is created in Float
  • Float
    Client is created in Float
  • Float
    Time off is created in Float
  • Float
    Department is created in Float
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
2.
  • Float
    Create task in Float
  • Float
    Search task in Float
  • Float
    Update task in Float
  • Float
    Create project in Float
  • Float
    Search project in Float
  • Float
    Create logged time in Float
  • Float
    Update logged time in Float
  • Float
    Search logged time in Float
  • Float
    Create client in Float
  • Float
    Create time off in Float
  • Float
    Create person in Float
  • Float
    Create milestone in Float
  • Float
    Create department in Float
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
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