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FreshBooks logoFreshBooks logo
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FreshBooks + Solve CRM

FreshBooks + Solve CRM

FreshBooks + Solve CRM integrations

Create new FreshBooks clients from newly tagged contacts in Solve CRM

Streamline your customer management process with this easy workflow. Whenever a new contact is tagged inside the Solve CRM system, this setup creates a new client in your FreshBooks app. This automation helps you keep your client information consistent across platforms, saving you time and ensuring smoother operations.

  1. When this happens...
    New Tagged Contact
    New Tagged Contact
    New Tagged ContactTriggers when a specific tag is applied to a contact.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client.
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More things you can do with Solve CRM and FreshBooks

Discover other triggers and actions you can use with Solve CRM and FreshBooks

  • Solve CRM triggers, actions, and search
    New Company

    Triggers when you add a new company.

    Trigger
    Polling
    Try It
    • Category Tag
      Required
    Trigger
    Polling
    Try It
    • Shared With...
    • Company Name
    • Categories
    Action
    Write
    • Category Tag
      Required
    Trigger
    Polling
    Try It
    • Shared With...
    • First Name
    • Last Name
    • Job Title
    • Business Address
    • Business Email
    • Business Fax
    • Business Phone Direct
    • Business Phone Extension
    • Business Phone Main
    • Cellular Phone
    • Home Address
    • Home Phone
    • Other Email
    • Personal Email
    • Website
    • Categories
    Action
    Write
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About FreshBooks
FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.
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About Solve CRM
Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.
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