If you're using bexio to manage your sales leads, it's important to also use Razorpay 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 bexio, a corresponding contact will automatically be created in Razorpay.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
If you have created a company in bexio, it's important to create a contact in Razorpay. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.