Book Like A Boss + Solve CRM Integration

Integrate Book Like A Boss to Solve CRM in one click, or tell Integrately AI how you want each booking handled. Create contacts, add company records, update client profiles, and trigger team follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Book Like A Boss
    Booking is Created in Book Like A Boss Instant
  • Book Like A Boss
    Booking is Rescheduled in Book Like A Boss Instant
  • Book Like A Boss
    Booking is Canceled in Book Like A Boss Instant
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM

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Ready Workflows Ready Workflows for Book Like A Boss + Solve CRM Integration

Capture new bookings, create CRM contacts, set up company records, route client details, and sync your schedule, all in just one click.

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Got a different task in mind? Describe it

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Connect more apps to your Book Like A Boss + Solve CRM flow

Teams often want to notify staff in messaging apps, schedule follow-up meetings, and update client records once bookings reach the CRM. Pick a combination and activate it in one click.

Book Like A Boss
Solve CRM
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Google CalendarGoogle Calendar (8)
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SlackSlack (8)
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HubSpotHubSpot (8)
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GmailGmail (8)
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StripeStripe (8)
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ZoomZoom (8)
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Create a Solve CRM contact for every new Book Like A Boss booking, and schedule a meeting in Google Calendar.
New bookings instantly create contacts in Solve CRM and schedule matching events in Google Calendar, removing manual scheduling errors.
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When a Book Like A Boss booking is rescheduled, update the Solve CRM contact and reschedule the meeting in Google Calendar.
Rescheduled appointments automatically update your Solve CRM contact records and adjust Google Calendar events instantly.
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When a Book Like A Boss booking is canceled, update the Solve CRM record and remove the event from Google Calendar.
Canceled bookings instantly update your Solve CRM status and clear out the corresponding Google Calendar slot.
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Create a company in Solve CRM for every Book Like A Boss booking, and schedule an onboarding call in Google Calendar.
Corporate bookings automatically generate company profiles in Solve CRM and book onboarding slots in Google Calendar.
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If a Book Like A Boss booking is VIP tier, create a priority contact in Solve CRM and schedule an executive session in Google Calendar.
VIP client bookings create priority records in Solve CRM and secure executive calendar slots instantly.
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When a client completes a consultation booked in Book Like A Boss, update the Solve CRM record and add a follow-up reminder in Google Calendar.
Completed consultations trigger Solve CRM record updates and schedule follow-up tasks in Google Calendar.
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Use Claude to summarise every Book Like A Boss booking description, save the notes in Solve CRM, and schedule the briefing in Google Calendar.
AI summarises client booking notes before creating Solve CRM records and scheduling briefing slots in Google Calendar.
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Turn every Book Like A Boss booking into a Solve CRM contact, schedule a Google Calendar meeting, and create a tracking task in Asana.
New bookings sync across Solve CRM, Google Calendar, and Asana for complete project tracking.

Supported triggers and actions for Book Like A Boss and Solve CRM

Mix and match to build the exact automation you need

Book Like A Boss
Book Like A Boss Triggers & Actions
Instant
Booking is Created in Book Like A Boss
Triggers the automation when a new booking is created
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Instant
Booking is Rescheduled in Book Like A Boss
Triggers the automation when a booking is rescheduled
Try it →
Instant
Booking is Canceled in Book Like A Boss
Triggers the automation when a booking is canceled
Try it →
No action is available
Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
Try it →
Company is created in Solve CRM
Triggers the automation when a new company is created
Try it →
Create contact in Solve CRM
Adds a new contact to the database
Try it →
Create company in Solve CRM
Generates a new company profile with given details
Try it →

What can you automate with Book Like A Boss + Solve CRM?

Streamline your scheduling and CRM workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync every new booking straight into your CRM
Automatically capture every appointment made in Book Like A Boss and create corresponding contact or company records in Solve CRM the moment it happens. Eliminate manual data entry and keep your customer database perfectly synchronized.
📋
Capture every submitted intake field and note
Map all custom form questions, booking notes, and client answers directly into Solve CRM fields instead of just a basic name and email. Your CRM records become a comprehensive source for client management and follow-up.
🔔
Alert your team the second a booking arrives
Notify sales reps or support staff instantly in messaging tools or email whenever a client secures a new booking. Ensure fast response times and proactive internal coordination across departments.
🔀
Route records based on submitted client criteria
Evaluate booking answers or client tiers automatically, creating priority records in Solve CRM for enterprise leads while routing standard bookings to general queues. Tailor your workflows without manual sorting.
📅
Keep client records updated when schedules shift
Automatically update existing Solve CRM contact details whenever a client reschedules or modifies their appointment in Book Like A Boss. Keep your pipeline accurate without touching administrative settings.
👥
Prevent duplicate records with smart matching
Check existing database records before creating new entries in Solve CRM, updating active profiles when returning clients book new sessions. Maintain a clean, deduplicated customer database effortlessly.
Handle appointment cancellations and status changes
Trigger immediate CRM status updates and internal notifications whenever a client cancels a booking in Book Like A Boss. Free up team resources and keep pipeline stages accurate in real time.
🔌
Extend your booking workflow to your favorite tools
Connect Book Like A Boss and Solve CRM with calendar apps, messaging platforms, and email tools to build comprehensive multi-step pipelines. Automate your entire client onboarding journey from end to end.
And much more...

Who is Book Like A Boss + Solve CRM integration for?

Connecting Book Like A Boss and Solve CRM helps sales teams, service coordinators, and business owners eliminate manual data entry and keep client records instantly updated.

Revenue Operations Managers
Revenue Operations Managers
Sales Development Leads
Sales Development Leads
Client Success Directors
Client Success Directors
High-Volume Booking Coordinators
High-Volume Booking Coordinators
Account Executives
Account Executives
Compliance and Audit Officers
Compliance and Audit Officers
📈
Revenue Operations Managers
You're tracking daily client bookings across multiple channels, but your Solve CRM records only update when someone manually exports submissions, so the pipeline numbers you're reporting against are always a few hours behind — with this integration, every new booking lands in the CRM instantly and your data stays current.
Sales Development Leads
You need to qualify and reach out to new prospects the moment they book a consultation, but manual data transfer causes frustrating delays that let hot leads go cold — automating both apps means every booking triggers immediate CRM contact creation so your team can engage prospects within minutes.
🤝
Client Success Directors
You answer to stakeholders who want real-time visibility into client onboarding volume, but scattered booking details make progress tracking a constant guessing game — connecting these apps means every appointment automatically populates accurate CRM records for flawless reporting.
📊
High-Volume Booking Coordinators
You manage dozens of daily client appointments while trying to keep database entries accurate, but the sheer volume causes missed records and typos across your systems — this integration means every client submission flows directly into Solve CRM without manual intervention.
🎯
Account Executives
You own the sales pipeline and depend on upstream booking data to prepare for client calls, but missing CRM entries leave you scrambling for context before meetings — automating this process means every scheduled call instantly populates your CRM with complete client details.
🔍
Compliance and Audit Officers
You need a reliable, unbroken history of every client interaction for internal audits, but manual record-keeping always leaves frustrating data gaps in your CRM — with this integration, every booking and cancellation is logged accurately and permanently.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Book Like A Boss + Solve CRM

Build and manage your Book Like A Boss + Solve CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Book Like A Boss + Solve CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Book Like A Boss to Solve CRM?
Frequently Asked Questions
You can connect Book Like A Boss to Solve CRM in 1 click using ready automation templates on Integrately, or use Integrately AI to build custom workflows linking tools like Slack, HubSpot, and Google Calendar.
Can I automatically create Solve CRM contacts from Book Like A Boss bookings?
Frequently Asked Questions
Can I connect Book Like A Boss, Solve CRM, and Google Calendar?
Frequently Asked Questions
What is a good Zapier alternative for Book Like A Boss and Solve CRM?
Frequently Asked Questions
How does Book Like A Boss handle booking data transfers here?
Frequently Asked Questions
How does Solve CRM receive updates from bookings?
Frequently Asked Questions
Do I need coding skills to automate Book Like A Boss and Solve CRM?
Frequently Asked Questions
Is the Book Like A Boss and Solve CRM integration free?
Frequently Asked Questions
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