Solve CRM + WHMCS Integration

Q: Can I automatically create a WHMCS client when a contact is created in Solve CRM?

Yes, you can set up a ready automation that instantly creates a client in WHMCS whenever a new contact is created in Solve CRM.

Q: Can I connect Solve CRM, WHMCS, and HubSpot?

Yes, you can combine Solve CRM and WHMCS with HubSpot, Zendesk, Xero, and 1,500+ other apps in multi-step workflows.

Q: What is a good Zapier alternative for Solve CRM and WHMCS?

Integrately is a top-rated alternative for Solve CRM and WHMCS integrations, offering 20 million+ ready automations, 24/5 live chat support, and 3x to 10x lower cost.

Q: How does Solve CRM handle contact data during automation?

Solve CRM securely passes contact and company details to connected billing and support tools like WHMCS using ready-made workflows.

Q: Can WHMCS trigger actions in Solve CRM when invoices are paid?

Yes, paid invoices in WHMCS can automatically trigger contact creation or status updates in Solve CRM.

Q: Do I need coding skills to automate Solve CRM and WHMCS?

No coding is required. You can use pre-built templates or describe what you need to Integrately AI to build your automation instantly.

Q: Is the Solve CRM and WHMCS integration free?

Yes, the Solve CRM and WHMCS integration includes access to a free forever plan on Integrately.

Integrate Solve CRM to WHMCS in one click, or tell Integrately AI how you want each contact handled. Create clients, generate invoices, update tickets, and sync records automatically.

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Free forever.

Use premium features free for 14 days.

Contact is created in Solve CRM
Company is created in Solve CRM
Invoice is paid in WHMCS
Order is created in WHMCS
Invoice is created in WHMCS
Client is created in WHMCS
Ticket is created in WHMCS
Todo item is created in WHMCS

Create contact in Solve CRM
Create company in Solve CRM
Search client in WHMCS
Get ticket by ID in WHMCS
Get invoice by ID in WHMCS
Create client in WHMCS
Delete client in WHMCS
Create ticket in WHMCS
Update ticket in WHMCS
Create invoice in WHMCS
Create contact in WHMCS
Search contact in WHMCS
Update contact in WHMCS
Create project in WHMCS
Get client by ID in WHMCS
Search ticket in WHMCS

Trusted by experts at...

Ready Workflows for Solve CRM + WHMCS Integration

Create WHMCS clients from new Solve CRM contacts, manage billing, update tickets, sync invoices, and keep your records aligned, all in just one click.

Create WHMCS 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 - WHMCS integration, anytime a new Solve CRM contact is created, an WHMCS 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.

Activate

Create Solve CRM contact for new WHMCS 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 WHMCS - Solve CRM integration, anytime a new WHMCS contact is created, an Solve CRM 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.

Activate

Create WHMCS ticket for new Solve CRM contact

Solve CRM + WHMCS Integration

Activate

Create Solve CRM contact from new WHMCS ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Solve CRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Solve CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Solve CRM.

This makes it easy to keep track of your support tickets and contacts in one place.

Activate

When Contact is created in Solve CRM > Check condition > Create contact in WHMCS

Solve CRM + WHMCS Integration

Activate

When Contact is created in Solve CRM > Check condition > Create client in WHMCS

Solve CRM + WHMCS Integration

Activate

When Client is created in WHMCS > Check condition > Create contact in Solve CRM

WHMCS + Solve CRM Integration

Activate

1of1

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

Connect more apps to your Solve CRM + WHMCS flow

Keep your wider team updated and sync financial data with your CRM and billing operations. Pick a combination and activate it in one click.

Slack (8)

Stripe (8)

HubSpot (8)

Xero (8)

Zendesk (8)

Google Sheets (8)

Create a WHMCS client for every new Solve CRM contact, and notify your team instantly in Slack

New Solve CRM contacts instantly create WHMCS clients while your team receives immediate updates in Slack.

Create a WHMCS invoice when a company is created in Solve CRM, and post the update in Slack

New Solve CRM companies generate a WHMCS invoice instantly and alert your billing team in Slack.

When a WHMCS ticket is created, create a Solve CRM contact and post an alert in Slack

WHMCS support tickets automatically register new Solve CRM contacts and notify your support team in Slack.

Create a WHMCS ticket for every new Solve CRM contact, and announce it in Slack

New Solve CRM contacts automatically open support cases in WHMCS and notify your team in Slack.

When a WHMCS invoice is paid, create a Solve CRM contact and post a success update in Slack

Paid WHMCS invoices log new Solve CRM contacts and notify your revenue channel in Slack.

When a WHMCS order is created, create a Solve CRM company and notify your team in Slack

New WHMCS orders establish Solve CRM companies and broadcast alerts to your team in Slack.

Use ChatGPT to summarise every new WHMCS ticket, create a Solve CRM contact, and post the brief in Slack

ChatGPT summarises incoming WHMCS tickets while automatically updating Solve CRM and notifying Slack.

When an order is created in WHMCS, create a Solve CRM company, create a Stripe customer, and notify your team in Slack

New WHMCS orders synchronize customer records across Solve CRM, Stripe, and Slack.

Create a Stripe customer for every new Solve CRM contact, and establish a WHMCS client

New Solve CRM contacts automatically generate Stripe customers and WHMCS client profiles.

When a WHMCS invoice is created, create a Solve CRM company and generate a Stripe invoice

New WHMCS invoices register Solve CRM companies and create matching Stripe invoices.

When a WHMCS order is created, create a Solve CRM contact and update the Stripe customer

WHMCS orders update Solve CRM contacts and synchronize customer data in Stripe.

When a WHMCS ticket is created, create a Solve CRM company and set up a Stripe product

WHMCS support tickets log company records in Solve CRM and configure products in Stripe.

When a WHMCS invoice is paid, create a Solve CRM contact and update the Stripe subscription

Paid WHMCS invoices update Solve CRM contacts and refresh Stripe subscriptions.

Use ChatGPT to analyse WHMCS invoice details, create a Solve CRM company, and create a Stripe charge

ChatGPT analyses WHMCS invoices while creating Solve CRM companies and processing Stripe charges.

When an order is created in WHMCS, create a Solve CRM company, create a Stripe customer, and create a HubSpot deal

WHMCS orders propagate customer records across Solve CRM, Stripe, and HubSpot.

When a client is created in WHMCS, create a Solve CRM company and log a Stripe charge

New WHMCS clients establish Solve CRM companies and record initial Stripe charges.

Create a HubSpot contact for every new Solve CRM contact, and establish a WHMCS client

New Solve CRM contacts automatically populate HubSpot and initialize WHMCS client records.

When a WHMCS invoice is created, create a Solve CRM company and open a HubSpot deal

WHMCS invoices automatically register Solve CRM companies and create matching HubSpot deals.

When a WHMCS ticket is created, create a Solve CRM contact and update the HubSpot contact

WHMCS support tickets update contact records in both Solve CRM and HubSpot.

When a WHMCS order is created, create a Solve CRM company and create a HubSpot task

New WHMCS orders create Solve CRM companies and assign follow-up tasks in HubSpot.

When a WHMCS invoice is paid, create a Solve CRM contact and update the HubSpot deal

Paid WHMCS invoices update Solve CRM contacts and progress HubSpot deals to closed won.

Use Claude to score WHMCS support tickets, create a Solve CRM contact, and update HubSpot

Claude evaluates WHMCS tickets while updating Solve CRM contacts and HubSpot records.

When an order is created in WHMCS, create a Solve CRM company, create a HubSpot deal, and notify Slack

WHMCS orders propagate deals into HubSpot, register Solve CRM companies, and alert Slack.

When a client is created in WHMCS, create a Solve CRM company and create a HubSpot contact

New WHMCS clients establish Solve CRM companies and populate HubSpot contacts.

Create a Xero contact for every new Solve CRM contact, and establish a WHMCS client

New Solve CRM contacts automatically generate Xero accounting contacts and WHMCS client profiles.

When a WHMCS invoice is created, create a Solve CRM company and generate a Xero invoice

WHMCS invoices automatically register Solve CRM companies and create matching Xero invoices.

When a WHMCS order is created, create a Solve CRM contact and update the Xero contact

WHMCS orders update Solve CRM contacts and synchronize accounting records in Xero.

When a WHMCS ticket is created, create a Solve CRM company and create a Xero bill

WHMCS support tickets log company records in Solve CRM and draft bills in Xero.

When a WHMCS invoice is paid, create a Solve CRM contact and reconcile the Xero payment

Paid WHMCS invoices create Solve CRM contacts and reconcile payments in Xero.

Use Gemini to extract WHMCS invoice line items, create a Solve CRM company, and create a Xero invoice

Gemini extracts WHMCS invoice data while creating Solve CRM companies and Xero invoices.

When an order is created in WHMCS, create a Solve CRM company, create a Xero invoice, and notify Slack

WHMCS orders generate Xero invoices, register Solve CRM companies, and alert Slack.

When a client is created in WHMCS, create a Solve CRM company and create a Xero contact

New WHMCS clients establish Solve CRM companies and Xero accounting contacts.

Create a Zendesk user for every new Solve CRM contact, and establish a WHMCS client

New Solve CRM contacts automatically create Zendesk user profiles and WHMCS client records.

When a WHMCS ticket is created, create a Solve CRM contact and generate a Zendesk ticket

WHMCS support tickets automatically register Solve CRM contacts and open Zendesk tickets.

When a WHMCS client is created, create a Solve CRM company and update the Zendesk user

New WHMCS clients register Solve CRM companies and update corresponding Zendesk users.

When a WHMCS order is created, create a Solve CRM company and create a Zendesk task

WHMCS orders create Solve CRM companies and open follow-up tasks in Zendesk.

When a WHMCS invoice is paid, create a Solve CRM company and close the Zendesk ticket

Paid WHMCS invoices create Solve CRM companies and resolve associated Zendesk tickets.

Use Perplexity to categorise WHMCS tickets, create a Solve CRM contact, and create a Zendesk ticket

Perplexity categorises WHMCS support tickets while creating Solve CRM contacts and Zendesk tickets.

When a WHMCS ticket is created, create a Solve CRM contact, create a Zendesk ticket, and notify Slack

WHMCS tickets generate Solve CRM contacts, open Zendesk tickets, and alert Slack.

When a WHMCS todo item is created, create a Solve CRM company and create a Zendesk task

WHMCS todo items establish Solve CRM companies and generate Zendesk tasks.

Create a Google Sheets row for every new Solve CRM contact, and establish a WHMCS client

New Solve CRM contacts instantly populate Google Sheets rows and WHMCS client records.

When a WHMCS invoice is created, create a Solve CRM company and log a Google Sheets row

WHMCS invoices automatically register Solve CRM companies and log new spreadsheet rows.

When a WHMCS order is created, create a Solve CRM contact and update the Google Sheets row

WHMCS orders update Solve CRM contacts and refresh corresponding Google Sheets rows.

When a WHMCS ticket is created, create a Solve CRM company and add a Google Sheets row

WHMCS support tickets log company records in Solve CRM and append rows in Google Sheets.

When a WHMCS invoice is paid, create a Solve CRM contact and update the Google Sheets row

Paid WHMCS invoices create Solve CRM contacts and update payment tracking rows in Google Sheets.

Use ChatGPT to summarise WHMCS order feedback, create a Solve CRM company, and log a Google Sheets row

ChatGPT summarises WHMCS order feedback while creating Solve CRM companies and spreadsheet rows.

When an order is created in WHMCS, create a Solve CRM company, log a Google Sheets row, and create a HubSpot deal

WHMCS orders update Google Sheets, register Solve CRM companies, and create HubSpot deals.

When a client is created in WHMCS, create a Solve CRM company and log a Google Sheets row

New WHMCS clients establish Solve CRM companies and populate tracking rows in Google Sheets.

Supported triggers and actions for Solve CRM and WHMCS

Mix and match to build the exact automation you need

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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WHMCS Triggers & Actions

Invoice is paid in WHMCS

Triggers the automation when an invoice is marked as paid

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Order is created in WHMCS

Triggers the automation when a new order is created

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Invoice is created in WHMCS

Triggers the automation when any invoice is added or modified

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Client is created in WHMCS

Triggers the automation when a new client is created

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Ticket is created in WHMCS

Triggers the automation when a new ticket is created

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Todo item is created in WHMCS

Triggers the automation when a todo item is created

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What can you automate with Solve CRM + WHMCS?

Streamline your customer operations and billing workflows with powerful automated triggers and actions.

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⚡

Sync new Solve CRM contacts to WHMCS instantly

Automatically create a client profile in WHMCS the moment a new contact is created in Solve CRM, eliminating manual data entry between your customer service platform and billing system.

🧾

Generate invoices from new company creation

Map company details from Solve CRM straight into WHMCS to create invoices and client accounts without switching between tabs or copying data by hand.

🔔

Alert your team about support tickets and orders

Notify the right team members in Slack or email the moment a new ticket or order is created in WHMCS so nothing falls through the cracks.

🔀

Route records based on submitted field data

Apply conditional logic to your workflows so VIP orders or enterprise clients trigger specialized follow-up actions and high-priority ticket creation.

🔄

Keep client profiles updated across both apps

Automatically update contact information and company details across Solve CRM and WHMCS whenever modifications occur in either platform.

🔍

Search and update existing client records

Verify client existence using built-in search operations before creating new entries, preventing duplicate contacts and clutter in your database.

💳

Handle payment milestones and invoice statuses

Trigger automated follow-ups or status updates in your CRM whenever an invoice is paid or a new order is completed in WHMCS.

🌐

Extend your workflow to external tools like Slack

Connect your core Solve CRM and WHMCS data flow to third-party apps like Slack or Google Sheets to keep all stakeholders informed and aligned.

And much more...

Who is Solve CRM + WHMCS integration for?

Customer support teams, finance managers, and business owners streamline client management and billing operations by connecting Solve CRM and WHMCS to eliminate manual data entry.

Finance managers

Customer support leads

Account executives

Business owners

Operations coordinators

Billing specialists

📈

Finance managers

You're tracking payment records across multiple platforms but your billing ledger only updates when someone manually exports invoices, so the revenue counts you're reviewing are always a few hours behind — with this integration, every paid invoice syncs instantly and your financial data stays current.

🎧

Customer support leads

You're managing tickets in WHMCS while your team maintains client history in Solve CRM separately, so support agents frequently miss critical account notes during urgent calls — with this integration, every support case and contact syncs automatically so your agents have complete context.

📋

Account executives

You're onboarding new clients in Solve CRM but someone has to re-type company details into WHMCS by hand, slowing down account setup and frustrating buyers — with this integration, client profiles are provisioned the moment a contact is created.

🚀

Business owners

You're scaling your online operations but high volumes of orders and support tickets are causing dropped records between your CRM and billing platform — with this integration, every order and contact moves between systems without manual intervention.

💼

Operations coordinators

You're updating client statuses across separate customer service and billing tools every day, leading to mismatched records and communication delays — with this integration, every status change updates your entire toolstack instantly.

📑

Billing specialists

You're reconciling paid invoices and client records by cross-referencing multiple dashboards, eating up hours of your week with repetitive data entry — with this integration, your billing records update the second a transaction completes.

Try This Integration – No Code Needed

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 + WHMCS

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

1,500+ apps connected

Connect Solve CRM + WHMCS with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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.

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Frequently Asked Questions

How do I connect Solve CRM to WHMCS?

You can connect Solve CRM to WHMCS in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Slack, Stripe, and Google Sheets.

Can I automatically create a WHMCS client when a contact is created in Solve CRM?

Can I connect Solve CRM, WHMCS, and HubSpot?

What is a good Zapier alternative for Solve CRM and WHMCS?

How does Solve CRM handle contact data during automation?

Can WHMCS trigger actions in Solve CRM when invoices are paid?

Do I need coding skills to automate Solve CRM and WHMCS?

Is the Solve CRM and WHMCS integration free?

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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Solve CRM or WHMCS With 1500+ Other Apps

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Sync WHMCS with accounting platforms, payment gateways, and reporting tools to keep your financial stack working seamlessly.

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Solve CRM + WHMCS Integration

Integrate Solve CRM to WHMCS in one click, or tell Integrately AI how you want each contact handled. Create clients, generate invoices, update tickets, and sync records automatically.

Trusted by experts at...

Ready Workflows for Solve CRM + WHMCS Integration

Create WHMCS clients from new Solve CRM contacts, manage billing, update tickets, sync invoices, and keep your records aligned, all in just one click.

Create WHMCS contact for new Solve CRM contact

Create Solve CRM contact for new WHMCS contact

Create WHMCS ticket for new Solve CRM contact

Create Solve CRM contact from new WHMCS ticket

When Contact is created in Solve CRM > Check condition > Create contact in WHMCS

When Contact is created in Solve CRM > Check condition > Create client in WHMCS

When Client is created in WHMCS > Check condition > Create contact in Solve CRM

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

Connect more apps to your Solve CRM + WHMCS flow

Keep your wider team updated and sync financial data with your CRM and billing operations. Pick a combination and activate it in one click.

Supported triggers and actions for Solve CRM and WHMCS

Mix and match to build the exact automation you need

What can you automate with Solve CRM + WHMCS?

Streamline your customer operations and billing workflows with powerful automated triggers and actions.

Who is Solve CRM + WHMCS integration for?

Customer support teams, finance managers, and business owners streamline client management and billing operations by connecting Solve CRM and WHMCS to eliminate manual data entry.

Did you know?

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

Why choose Integrately to automate Solve CRM + WHMCS

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Solve CRM or WHMCS With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Solve CRM + WHMCS Integration

Integrate Solve CRM to WHMCS in one click, or tell Integrately AI how you want each contact handled. Create clients, generate invoices, update tickets, and sync records automatically.

Trusted by experts at...

Ready Workflows for Solve CRM + WHMCS Integration

Create WHMCS clients from new Solve CRM contacts, manage billing, update tickets, sync invoices, and keep your records aligned, all in just one click.

Create WHMCS contact for new Solve CRM contact

Create Solve CRM contact for new WHMCS contact

Create WHMCS ticket for new Solve CRM contact

Create Solve CRM contact from new WHMCS ticket

When Contact is created in Solve CRM > Check condition > Create contact in WHMCS

When Contact is created in Solve CRM > Check condition > Create client in WHMCS

When Client is created in WHMCS > Check condition > Create contact in Solve CRM

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

Connect more apps to your Solve CRM + WHMCS flow

Keep your wider team updated and sync financial data with your CRM and billing operations. Pick a combination and activate it in one click.

Supported triggers and actions for Solve CRM and WHMCS

Mix and match to build the exact automation you need

What can you automate with Solve CRM + WHMCS?

Streamline your customer operations and billing workflows with powerful automated triggers and actions.

Who is Solve CRM + WHMCS integration for?

Customer support teams, finance managers, and business owners streamline client management and billing operations by connecting Solve CRM and WHMCS to eliminate manual data entry.

Did you know?

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

Why choose Integrately to automate Solve CRM + WHMCS

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Solve CRM or WHMCS With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click