Apollo + bexio Integration

Connect Apollo to bexio - Automate your workflows in 1-click

Make use of Apollo automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up bexio automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. And automate all the repetitive tasks between Apollo & bexio using Integrately.
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Ready Workflows For Apollo + bexio Integration

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bexio + Apollo Integration

Create Apollo opportunity from new bexio contact

Anytime a new contact is created in your bexio, a new opportunity will automatically be created in your Apollo. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This bexio - Apollo integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Apollo + bexio Integration

Create bexio contact for new Apollo 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 Apollo - bexio integration, anytime a new Apollo contact is created, an bexio 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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bexio + Apollo Integration

Create Apollo contact for new bexio 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 bexio - Apollo integration, anytime a new bexio contact is created, an Apollo 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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Apollo + bexio Integration
1.
  • Apollo
    Account is updated in Apollo

    Triggers the automation whenever an account is updated

    Instant
  • Apollo
    Account is created in Apollo

    Triggers the automation whenever a new account is created

    Instant
  • Apollo
    Contact is updated in Apollo Instant
  • Apollo
    Contact is created in Apollo Instant
  • Apollo
    Contact is updated in Apollo

    Triggers the automation whenever a contact is updated

  • Apollo
    Contact is created in Apollo

    Triggers the automation whenever a new contact is created

  • Apollo
    Account is created or updated in Apollo

    Triggers the automation whenever an account is created or updated

  • bexio
    Order is created/updated in bexio

    Triggers the automation whenever an order is created or updated

  • bexio
    Person is created or updated in bexio

    Triggers the automation whenever a person is created or updated

  • bexio
    Invoice is created in bexio

    Triggers the automation whenever any invoice is added or modified

  • bexio
    Order is created in bexio

    Triggers the automation whenever a new order is created

  • bexio
    Quote is created in bexio

    Triggers the automation whenever a new quote is created

  • bexio
    Product is created in bexio

    Triggers the automation whenever a new product is created

  • bexio
    Project is created in bexio

    Triggers the automation whenever a new project is created

  • bexio
    Company is created or updated in bexio

    Triggers the automation whenever a company is created or updated

2.
  • Apollo
    Get contact by ID in Apollo
  • Apollo
    Bulk people enrichment in Apollo

    Automatically enriches people in bulk

  • Apollo
    Create opportunity in Apollo

    Automatically creates a new instance of the support system

  • Apollo
    Update opportunity in Apollo

    Automatically updates the opportunity details as needed

  • Apollo
    Add contacts to sequence in Apollo

    Automatically schedule contacts to receive a series of predefined emails or communication

  • Apollo
    Search contact in Apollo

    Automatically finds and retrieves contact information

  • Apollo
    Create contact in Apollo

    Automatically adds a new contact to the database

  • Apollo
    Remove contacts from sequence in Apollo

    Automatically removes contacts from a sequence

  • Apollo
    Update contact in Apollo

    Automatically updates contact information with new details

  • Apollo
    Update contact stage in Apollo

    Automatically moves the contact to a different stage based on particular criteria

  • Apollo
    Search account in Apollo

    Automatically searches for account information

  • Apollo
    Update account stage in Apollo

    Automatically updates the stage of an account based on criteria

  • Apollo
    Enrich organization in Apollo

    Automatically enriches organization data

  • Apollo
    Create account in Apollo

    Automatically generates a new account

  • Apollo
    Update account in Apollo

    Automatically updates account information

  • Apollo
    Enrich people using domain in Apollo

    Automatically enriches people data using a domain

  • Apollo
    Get list by ID in Apollo

    Automatically retrieves a list by its ID

  • Apollo
    Search sequence in Apollo

    Automatically searches for a sequence

  • Apollo
    Enrich people in Apollo

    Automatically enriches people data

  • Apollo
    Update contact ownership in Apollo

    Automatically transfer ownership of contacts to a user

  • Apollo
    Update account ownership in Apollo

    Automatically transfer ownership of an account to a new user

  • bexio
    Create time tracking in bexio

    Automatically creates a new time tracking entry

  • bexio
    Create invoice in bexio

    Automatically generates invoices for sales transactions

  • bexio
    Send invoice in bexio

    Automatically generates and send invoices to clients

  • bexio
    Search invoice in bexio

    Automatically locate and retrieve invoices with

  • bexio
    Issue invoice in bexio

    Automatically generates and send invoices to clients

  • bexio
    Create person in bexio

    Automatically generates a new person

  • bexio
    Search person in bexio

    Automatically retrieves information about a person

  • bexio
    Update person in bexio

    Automatically updates the information of a person

  • bexio
    Create project in bexio

    Automatically creates a new project

  • bexio
    Search project in bexio

    Automatically searches for a project

  • bexio
    Get project by ID in bexio

    Automatically retrieves project information using the project ID

  • bexio
    Update project in bexio

    Automatically updates project information

  • bexio
    Create company in bexio

    Automatically generates a new company profile with given details

  • bexio
    Search company in bexio

    Automatically find information about a company

  • bexio
    Update company in bexio

    Automatically updates company information

  • bexio
    Update product in bexio

    Automatically updates product information

  • bexio
    Create product in bexio

    Automatically generates and launch new products

  • bexio
    Search product in bexio

    Automatically searches for a product

  • bexio
    Export invoice to PDF in bexio

    Automatically convert invoices into PDF files for easy sharing and printing

  • bexio
    Create sales quote in bexio

    Automatically generates a new sales quote

  • bexio
    Create sales order in bexio

    Automatically generates a new sales order with pre-filled details

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You Can Also Connect Apollo or bexio With 1200+ Other Apps

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Apollo is the only connection to your buyers that you need. It consists of a database, lead generation tools and analytics in one place, which makes it easy to find and engage with qualified leads.

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bexio is the perfect solution for small companies in Switzerland who need powerful accounting, invoicing, payroll, and other tools to stay organized and efficient. It lets you handle all the business needs in one place.

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