Nusii + Solve CRM Integration

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Solve CRM + Nusii Integration

Create Nusii client for new Solve CRM contact

Solve CRM is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new contact.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your contact and client records, so that when a new contact is created in Solve CRM, you'll automatically receive a corresponding client record in Nusii.
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Solve CRM + Nusii Integration

Create Nusii proposal for new Solve CRM contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Solve CRM? With this integration, you can!

When you create a contact in Solve CRM, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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Solve CRM + Nusii Integration

Create Nusii proposal for new Solve CRM company

If your company uses Solve CRM, and you need to create proposal, there's an easy way to do it using Nusii. When you create a new company in Solve CRM, this integration will automatically create a proposal for you in Nusii.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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Nusii + Solve CRM Integration
1.
  • Nusii
    Proposal is accepted in Nusii Instant
  • Nusii
    Proposal is sent in Nusii Instant
  • Nusii
    Proposal is rejected in Nusii Instant
  • Nusii
    Proposal is created in Nusii Instant
  • Nusii
    Proposal is updated in Nusii Instant
  • Nusii
    Proposal activity is created in Nusii
  • Nusii
    Client has seen the proposal in Nusii Instant
  • Nusii
    Client is created in Nusii Instant
  • Nusii
    Client is updated in Nusii Instant
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
2.
  • Nusii
    Create proposal in Nusii
  • Nusii
    Create client in Nusii
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
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