Lexware + Solve CRM Integration

Integrate Lexware to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Capture and sync customer contacts, create company records, update your CRM, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Lexware
    Delivery note is created in Lexware Instant
  • Lexware
    Contact is created in Lexware Instant
  • Lexware
    Contact is changed in Lexware Instant
  • Lexware
    Contact is deleted in Lexware Instant
  • Lexware
    Invoice is created in Lexware Instant
  • Lexware
    Invoice is changed in Lexware Instant
  • Lexware
    Invoice is deleted in Lexware Instant
  • Lexware
    Quotation is created in Lexware Instant
  • Lexware
    Quotation is changed in Lexware Instant
  • Lexware
    Quotation status is changed in Lexware Instant
  • Lexware
    Quotation is deleted in Lexware Instant
  • Lexware
    Order confirmation is created in Lexware Instant
  • Lexware
    Voucher is created in Lexware Instant
  • Lexware
    Invoice status is changed in Lexware Instant
  • Lexware
    Voucher status is changed in Lexware Instant
  • Lexware
    Order confirmation status is changed in Lexware Instant
  • Lexware
    Credit note is created in Lexware Instant
  • Lexware
    Credit note is changed in Lexware Instant
  • Lexware
    Credit note status is changed in Lexware Instant
  • Lexware
    Credit note is deleted in Lexware Instant
  • Lexware
    Voucher is changed in Lexware Instant
  • Lexware
    Voucher is deleted in Lexware Instant
  • Lexware
    Order confirmation is changed in Lexware Instant
  • Lexware
    Order confirmation is deleted in Lexware Instant
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
Arrow Right
2.
  • Lexware
    Create contact in Lexware
  • Lexware
    Update contact in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Get invoice by ID in Lexware
  • Lexware
    Create delivery note in Lexware
  • Lexware
    Create confirmation order in Lexware
  • Lexware
    Update article in Lexware
  • Lexware
    Search article by number in Lexware
  • Lexware
    Search contact by name in Lexware
  • Lexware
    Create an invoice in Lexware
  • Lexware
    Create a voucher in Lexware
  • Lexware
    Create a credit note in Lexware
  • Lexware
    Search invoice voucher list in Lexware
  • Lexware
    Create article in Lexware
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM

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Ready Workflows Ready Workflows for Lexware + Solve CRM Integration

Create contacts, sync company records, update customer profiles, alert your team, and send follow-ups, all in just one click.

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

Create Solve CRM contact for new Lexware contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Solve CRM contact and Lexware contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Solve CRM + Lexware Integration

Create Lexware contact for new Solve CRM contact

If you're using Solve CRM to manage your sales leads, it's important to also use Lexware to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Solve CRM, a corresponding contact will automatically be created in Lexware.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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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 Lexware + Solve CRM flow

Capture customer data, sync billing details, and notify your team across your stack. Pick a combination and activate it in one click.

Lexware
Solve CRM
+
GmailGmail (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
TrelloTrello (3)
+
Google DriveGoogle Drive (3)
L
S
G
Create a Solve CRM contact when a new Lexware contact is created, and send a notification email in Gmail
New Lexware contacts appear in Solve CRM instantly while Gmail notifies your team, eliminating manual data entry.
L
S
G
When an invoice is created in Lexware, create a company in Solve CRM and send a client email via Gmail
Invoicing clients in Lexware automatically sets up company profiles in Solve CRM and triggers a welcoming Gmail message.
L
S
G
Use Claude to summarise new Lexware contact details, create a Solve CRM contact, and email the brief in Gmail
Claude extracts and formats contact information before creating a Solve CRM contact and emailing a summary via Gmail.

Supported triggers and actions for Lexware and Solve CRM

Mix and match to build the exact automation you need

Lexware
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
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Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
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Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
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Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
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Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
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Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
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Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
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Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
Try it →
Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
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Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
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Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
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Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
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Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
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Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
Try it →
Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
Try it →
Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
Try it →
Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
Try it →
Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
Try it →
Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
Try it →
Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
Try it →
Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
Try it →
Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
Try it →
Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
Try it →
Create contact in Lexware
Adds a new contact to the database
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Update contact in Lexware
Updates contact information with new details
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Search contact in Lexware
Finds and retrieves contact information
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Create a quotation in Lexware
Creates a new workspace
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Get invoice by ID in Lexware
Generates a new invoice
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Create delivery note in Lexware
Creates a new delivery note
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Create confirmation order in Lexware
Creates a confirmation order
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Update article in Lexware
Modifies an existing article
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Search article by number in Lexware
Retrieves information about a specific article
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Search contact by name in Lexware
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Create an invoice in Lexware
Generates a new invoice
Try it →
Create a voucher in Lexware
Generates unique voucher codes
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Create a credit note in Lexware
Creates a new credit note
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Search invoice voucher list in Lexware
Searches for a invoice voucher list
Try it →
Create article in Lexware
Adds a new article to the database
Try it →
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
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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
Try it →

What can you automate with Lexware + Solve CRM?

Streamline your customer management and accounting workflows with automated syncs across Lexware and Solve CRM.

What you can automate?
🔄
Sync new contacts automatically
Create a Solve CRM contact instantly whenever a new contact is created in Lexware, eliminating manual data entry.
📋
Capture complete company details
Map all available company data from Lexware invoices and orders into Solve CRM accounts rather than just basic names.
🔔
Alert team members instantly
Notify relevant staff members the moment important customer milestones or new invoices are logged in Lexware.
🔀
Route records based on fields
Apply conditional logic to direct specific customer types or high-value orders to designated teams in Solve CRM.
✏️
Keep profiles up to date
Automatically update existing contact and company records in Solve CRM whenever changes occur in Lexware.
🔍
Prevent duplicate records
Search for existing contacts before creating new entries to keep your Solve CRM database clean and organised.
💳
Handle quotation and invoice status updates
Trigger automated CRM workflows whenever an invoice status changes or a quotation is accepted in Lexware.
🚀
Extend flows to Slack
Connect your Lexware and Solve CRM core workflow with Slack to announce new deals and customer signups instantly.
And much more...

Who is Lexware + Solve CRM integration for?

Connecting Lexware and Solve CRM helps support, finance, and sales teams keep accounting records and customer profiles aligned without manual data entry.

Finance managers
Finance managers
Customer service leads
Customer service leads
Account managers
Account managers
Operations teams
Operations teams
Sales representatives
Sales representatives
Administrative staff
Administrative staff
📈
Finance managers
You're reviewing revenue reports but your CRM customer records only update when someone manually exports data, so the metrics you're analysing are always a few hours behind — this integration means every new invoice updates your systems instantly and your data stays current.
Customer service leads
You need to act fast on new client accounts, and you find out too late when billing details live in a separate accounting tool — with this integration, every new client contact lands in your CRM instantly and your team can respond without delay.
🤝
Account managers
You answer to clients who expect their records and invoices to be reflected immediately across customer management tools, but manual transfers cause delays — this integration means client accounts and contact histories stay perfectly aligned.
📦
Operations teams
The volume of incoming invoices and orders is too high for anyone to keep up by hand, leading to missing client profiles — automating both apps means every delivery note and order confirmation syncs without manual intervention.
👥
Sales representatives
You own the follow-up stage and depend on billing staff to hand over new client details, but information gets bottlenecked — connecting these apps means new contacts flow straight into your pipeline the moment they are created.
🗂️
Administrative staff
You need a reliable history of all company records and keep finding gaps between your invoicing and CRM tools — automating both apps means your customer databases maintain a complete and accurate audit trail.
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 Lexware + Solve CRM

Build and manage your Lexware + 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 Lexware + 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 Lexware to Solve CRM?
Frequently Asked Questions
You can connect Lexware to Solve CRM in 1 click using ready templates or ask Integrately AI to build the automation. It also links smoothly with tools like Gmail, Slack, and Google Drive.
Can I automatically sync contacts between Lexware and Solve CRM?
Frequently Asked Questions
Can I connect Lexware, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Solve CRM?
Frequently Asked Questions
How does Lexware handle contact and invoice data in automations?
Frequently Asked Questions
How does Solve CRM manage new records from Lexware?
Frequently Asked Questions
Can I automate Lexware and Solve CRM without coding?
Frequently Asked Questions
Is the Lexware and Solve CRM integration free?
Frequently Asked Questions
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