Connect Solve CRM and H&R Block to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Contacts
New Tagged Contact
Update Contact
Choose an Action
Automatically do this!
- Request a new Action for H&R Block
Enable Integrations or automations with these events of Solve CRM and H&R Block
Enable Integrations or automations with these events of Solve CRM and H&R Block
Triggers
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
Actions
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
List Contact
List all contact.
List Ownership
List all Ownership
List Category Tags
Returns a collection of available contact tags.
List Fields
Returns a collection of available contact fields.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Solve CRM and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in Solve CRM triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how Solve CRM data is recorded in H&R Block. This includes choosing which data fields go into which fields of H&R Block, setting up custom formats, and filtering out unwanted information.
The data sync between Solve CRM and H&R Block typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Solve CRM and H&R Block. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn MoreAbout H&R Block
H&R Block is a leading provider of tax preparation services, offering a range of solutions to help individuals and businesses manage their tax needs efficiently. With a focus on accuracy and customer satisfaction, H&R Block provides both in-person and online tax filing options, ensuring that clients receive the maximum refund possible. The platform also offers tools for tax planning and financial advice, making it a comprehensive resource for all tax-related matters.
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