Solve CRM + Flowlu Integration

Integrate Flowlu to Solve CRM in one click, or tell Integrately AI how you want each organization handled. Create companies, sync contacts, update records, and keep your customer data aligned automatically.

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1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • Flowlu
    Task is created in Flowlu Instant
  • Flowlu
    Task is updated in Flowlu Instant
  • Flowlu
    Task list is created in Flowlu Instant
  • Flowlu
    Task is deleted in Flowlu Instant
  • Flowlu
    Task list is updated in Flowlu Instant
  • Flowlu
    Task list is deleted in Flowlu Instant
  • Flowlu
    Task follower is created in Flowlu Instant
  • Flowlu
    Task follower is deleted in Flowlu Instant
  • Flowlu
    Opportunity is created in Flowlu Instant
  • Flowlu
    Opportunity is updated in Flowlu Instant
  • Flowlu
    CRM Account is created in Flowlu Instant
  • Flowlu
    CRM Account is updated in Flowlu Instant
  • Flowlu
    CRM Account is deleted in Flowlu Instant
  • Flowlu
    Project is created in Flowlu Instant
  • Flowlu
    Project is updated in Flowlu Instant
  • Flowlu
    Project is deleted in Flowlu Instant
  • Flowlu
    Invoice is created in Flowlu Instant
  • Flowlu
    Invoice is updated in Flowlu Instant
  • Flowlu
    Organization is created in Flowlu Instant
  • Flowlu
    Organization is updated in Flowlu Instant
  • Flowlu
    Product is created in Flowlu Instant
  • Flowlu
    Product is updated in Flowlu Instant
  • Flowlu
    Product is deleted in Flowlu Instant
  • Flowlu
    Estimate is updated in Flowlu Instant
  • Flowlu
    Estimate is created in Flowlu Instant
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Flowlu
    Create invoice item in Flowlu
  • Flowlu
    Search opportunity source in Flowlu
  • Flowlu
    Create task in Flowlu
  • Flowlu
    Update task in Flowlu
  • Flowlu
    Search task in Flowlu
  • Flowlu
    Delete task in Flowlu
  • Flowlu
    Search core user in Flowlu
  • Flowlu
    Create opportunity in Flowlu
  • Flowlu
    Update opportunity in Flowlu
  • Flowlu
    Search opportunity in Flowlu
  • Flowlu
    Add email to CRM account in Flowlu
  • Flowlu
    Search CRM account in Flowlu
  • Flowlu
    Get CRM account by id in Flowlu
  • Flowlu
    Search contact in Flowlu
  • Flowlu
    Search email in Flowlu
  • Flowlu
    Search organization in Flowlu
  • Flowlu
    Delete opportunity in Flowlu
  • Flowlu
    Update email to CRM account in Flowlu
  • Flowlu
    Delete email from CRM account in Flowlu
  • Flowlu
    Get email by id in Flowlu
  • Flowlu
    Get project by id in Flowlu
  • Flowlu
    Get task by id in Flowlu
  • Flowlu
    Get opportunity by id in Flowlu
  • Flowlu
    Delete CRM account in Flowlu
  • Flowlu
    Create contact in Flowlu
  • Flowlu
    Update contact in Flowlu
  • Flowlu
    Create project in Flowlu
  • Flowlu
    Update project in Flowlu
  • Flowlu
    Search project in Flowlu
  • Flowlu
    Delete project in Flowlu
  • Flowlu
    Create organization in Flowlu
  • Flowlu
    Update organization in Flowlu
  • Flowlu
    Create estimate in Flowlu
  • Flowlu
    Add Tag to CRM account in Flowlu
  • Flowlu
    Add Tag to Agile issue in Flowlu
  • Flowlu
    Create invoices in Flowlu

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Ready Workflows Ready Workflows for Flowlu + Solve CRM Integration

Capture new organizations, create corresponding companies, sync contacts, and keep both platforms updated, all in just one click.

Most popular automationsmost-popular-automations
Solve CRM + Flowlu Integration

Create Flowlu 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 - Flowlu integration, anytime a new Solve CRM contact is created, an Flowlu 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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Solve CRM + Flowlu Integration

Create Flowlu task for new Solve CRM contact

Solve CRM and Flowlu are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Solve CRM, do you also create a task in Flowlu? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Flowlu + Solve CRM flow

Send instant notifications, log billing records, schedule meetings, and keep your broader stack updated once your core data syncs. Pick a combination and activate it in one click.

Solve CRM
Flowlu
+
GmailGmail (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
AsanaAsana (3)
F
S
G
Create a Solve CRM company when an organization is created in Flowlu, and send a confirmation email in Gmail.
New Flowlu organizations automatically generate a Solve CRM company and trigger a confirmation email in Gmail without manual data entry.
F
S
G
Send an email notification in Gmail when a Solve CRM company is created from a Flowlu organization.
Alert your team via Gmail whenever a Flowlu organization successfully creates a new company in Solve CRM.
F
S
G
Use Gemini to summarise new Flowlu organization details, create a Solve CRM company, and email the summary via Gmail.
Use Gemini to process incoming Flowlu organization data, save it as a Solve CRM company, and email the brief in Gmail.

Supported triggers and actions for Solve CRM and Flowlu

Mix and match to build the exact automation you need

Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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Flowlu
Flowlu Triggers & Actions
Instant
Task is created in Flowlu
Triggers the automation when a new task is created
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Instant
Task is updated in Flowlu
Triggers the automation when any task is updated
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Instant
Task list is created in Flowlu
Triggers the automation when a new task list is created
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Instant
Task is deleted in Flowlu
Triggers the automation when a task is deleted
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Instant
Task list is updated in Flowlu
Triggers the automation when a task list is updated
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Instant
Task list is deleted in Flowlu
Triggers the automation when a task list is deleted
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Instant
Task follower is created in Flowlu
Triggers the automation when a new follower is added to the task
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Instant
Task follower is deleted in Flowlu
Triggers the automation when a task follower is removed from a particular task
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Instant
Opportunity is created in Flowlu
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Flowlu
Triggers the automation when any opportunity is updated
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Instant
CRM Account is created in Flowlu
Triggers the automation when a new CRM Account is created
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Instant
CRM Account is updated in Flowlu
Triggers the automation when a CRM Account is updated
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Instant
CRM Account is deleted in Flowlu
Triggers the automation when a CRM Account is deleted
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Instant
Project is created in Flowlu
Triggers the automation when a new project is created
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Instant
Project is updated in Flowlu
Triggers the automation when a project is updated
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Instant
Project is deleted in Flowlu
Triggers the automation when a project is deleted
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Instant
Invoice is created in Flowlu
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Flowlu
Triggers the automation when an invoice is updated
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Instant
Organization is created in Flowlu
Triggers the automation when a new organization is created
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Instant
Organization is updated in Flowlu
Triggers the automation when any organization's profile is modified
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Instant
Product is created in Flowlu
Triggers the automation when a new product is created
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Instant
Product is updated in Flowlu
Triggers the automation when a product is updated
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Instant
Product is deleted in Flowlu
Triggers the automation when a product is deleted
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Instant
Estimate is updated in Flowlu
Triggers the automation when any estimate is modified
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Instant
Estimate is created in Flowlu
Triggers the automation when a new estimate is created
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Create invoice item in Flowlu
Generates and add a new item to an invoice
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Search opportunity source in Flowlu
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Create task in Flowlu
Creates a new task
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Update task in Flowlu
Updates the task with new information or changes
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Search task in Flowlu
Searches for a task
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Delete task in Flowlu
Removes a particular task
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Search core user in Flowlu
Searches for a core user
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Create opportunity in Flowlu
Creates a new instance of the support system
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Update opportunity in Flowlu
Updates the opportunity details as needed
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Search opportunity in Flowlu
Searches for a opportunity
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Add email to CRM account in Flowlu
Adds new email addresses to the crm account for streamlined contact management
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Search CRM account in Flowlu
Searches for a crm account
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Get CRM account by id in Flowlu
Retrieve a crm account by its id
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Search contact in Flowlu
Finds and retrieves contact information
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Search email in Flowlu
Scan email inbox for keywords or sender
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Search organization in Flowlu
Finds and retrieves information about a organization
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Delete opportunity in Flowlu
Removes a opportunity from the system
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Update email to CRM account in Flowlu
Updates an email to a crm account
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Delete email from CRM account in Flowlu
Deletes the selected email from the crm account
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Get email by id in Flowlu
Retrieves an email by its id
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Get project by id in Flowlu
Retrieves project information using the project id
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Get task by id in Flowlu
Retrieves a task using its id
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Get opportunity by id in Flowlu
Retrieves a opportunity's details by its id
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Delete CRM account in Flowlu
Removes a contact from the crm
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Create contact in Flowlu
Adds a new contact to the database
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Update contact in Flowlu
Updates contact information with new details
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Create project in Flowlu
Creates a new project
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Update project in Flowlu
Updates project information
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Search project in Flowlu
Searches for a project
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Delete project in Flowlu
Removes a project from the system
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Create organization in Flowlu
Generates a new invoice
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Update organization in Flowlu
Updates organization information
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Create estimate in Flowlu
Adds a new contact to the contact list
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Add Tag to CRM account in Flowlu
Categorize crm account with relevant tag
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Add Tag to Agile issue in Flowlu
Assigns tags to agilecrm issues for better organization and tracking
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Create invoices in Flowlu
Generates invoices and send them to clients
Try it →

What can you automate with Flowlu + Solve CRM?

Streamline your customer data workflows by connecting every account event between your workspace and CRM.

What you can automate?
🔄
Sync new Flowlu organizations into Solve CRM companies automatically
Every time an organization is created in Flowlu, a matching company record appears in Solve CRM within seconds. Manual data entry and delayed handovers disappear completely.
📋
Capture every submitted field instead of basic names
Map all available organization custom fields, contact details, and project notes directly into your Solve CRM records rather than just standard text entries.
🔔
Alert the right team member the moment an account is created
Trigger instant notifications in messaging tools or email inboxes as soon as Flowlu and Solve CRM process a new client profile.
🔀
Route records differently based on submitted form values
Apply conditional logic to direct high-value organizations to priority sales channels while standard accounts follow automated routing paths.
♻️
Keep your destination platform updated as details change
Update existing Solve CRM company profiles automatically whenever organization details or project parameters are modified in Flowlu.
🔍
Search and update instead of creating duplicate entries
Check existing database records before writing new entries, ensuring your CRM contains unique, consolidated company histories.
💳
Manage later status changes like project completions or payments
Trigger downstream updates in Solve CRM when project statuses change, invoices are paid, or tasks reach completion in Flowlu.
🌐
Extend your workflow to messaging or accounting apps
Connect Flowlu and Solve CRM to supporting tools like Slack, Gmail, or QuickBooks Online to build multi-step operational pipelines.
And much more...

Who is Flowlu + Solve CRM integration for?

Operations managers, sales leaders, and support teams depend on synchronized records to eliminate manual data entry and keep client interactions aligned.

Operations Directors
Operations Directors
Support Team Leads
Support Team Leads
Client Success Managers
Client Success Managers
Sales Operations Specialists
Sales Operations Specialists
Account Executives
Account Executives
Project Coordinators
Project Coordinators
📈
Operations Directors
You rely on accurate reporting to evaluate company growth, but your pipeline data remains scattered across separate workspace tools, so the metrics you review are always outdated — this integration means every new organization creates a verified company record instantly and your dashboards stay current.
Support Team Leads
You need to act fast when new clients onboard, but you find out about new accounts hours after creation because team handovers happen manually — connecting these apps means every new Flowlu organization populates Solve CRM immediately and your support queue starts on time.
🤝
Client Success Managers
You answer to key stakeholders who expect up-to-date documentation on project milestones, but missing CRM records leave gaps in your client history — automating both apps means every interaction flows seamlessly into your accounts and your client reporting remains complete.
📊
Sales Operations Specialists
The volume of inbound leads and new organizations is too high for anyone to keep up with by hand, leading to missed follow-ups and duplicated records — this integration means incoming account details populate your CRM without human intervention and your pipeline stays clean.
🎯
Account Executives
You own the client relationship after initial setup and depend on upstream teams to hand over complete contact data, but critical fields often get left behind — automating both apps means every organization and contact syncs across systems on creation so you can start outreach immediately.
📝
Project Coordinators
You need a reliable audit trail of every client interaction and project deliverable, but manual entry errors create frustrating gaps in your project history — connecting these apps means every update is recorded in both systems automatically and your records stay accurate.
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 Solve CRM + Flowlu

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

1,500+ apps connected
1,500+ apps connected
Connect Solve CRM + Flowlu 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
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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 Flowlu to Solve CRM?
Frequently Asked Questions
You can connect Flowlu to Solve CRM in 1-click using ready-made templates on Integrately. Choose your trigger and action, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create Solve CRM companies from Flowlu organizations?
Frequently Asked Questions
Can I connect Flowlu, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flowlu and Solve CRM?
Frequently Asked Questions
How does Flowlu handle organization data during automation?
Frequently Asked Questions
Can Solve CRM trigger updates back to Flowlu?
Frequently Asked Questions
Do I need coding skills to automate Flowlu and Solve CRM?
Frequently Asked Questions
Is the Flowlu and Solve CRM integration free?
Frequently Asked Questions
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Sync Solve CRM with support, communication, and marketing platforms to manage client interactions effectively.
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