Klenty + bexio Integration

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

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Ready workflows for Klenty + bexio Integration

Just click on the workflow you want to automate

Create Klenty contact for new bexio contact

If you're using bexio to manage your sales leads, it's important to also use Klenty 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 Klenty.

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

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Create Klenty contact for new bexio invoice

bexio + Klenty Integration

Activate

Update Klenty contact from new bexio contact

bexio + Klenty Integration

Activate

When Person is created or updated in bexio > Check condition > Create prospect in Klenty

bexio + Klenty Integration

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Create Your Own Klenty & bexio Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Klenty & bexio

Create Automation

Choose the app you want to connect Gmail with...

Link is clicked in Klenty Instant
Email is opened in Klenty Instant
Email is bounced in Klenty Instant
Reply is received in cadence in Klenty Instant
Prospect is sent to webhook in Klenty Instant
Cadence is completed in Klenty Instant
First reply is received in cadence in Klenty Instant
Cadence is started in Klenty Instant
Prospect is unsubscribed in Klenty Instant
Person is created or updated in bexio
Invoice is created in bexio
Order is created in bexio
Quote is created in bexio
Product is created in bexio
Project is created in bexio
Company is created or updated in bexio

Create prospect in Klenty
Update prospect in Klenty
Search prospect in Klenty
Change prospect status to do not contact in Klenty
Unsubscribe prospect in Klenty
Start cadence in Klenty
Stop cadence in Klenty
Resume cadence in Klenty
Revert prospect status from do not contact in Klenty
Stop mails to prospect in Klenty
Create time tracking in bexio
Create invoice in bexio
Send invoice in bexio
Search invoice in bexio
Issue an invoice in bexio
Create person in bexio
Search person in bexio
Update person in bexio
Create project in bexio
Search project in bexio
Get project by ID in bexio
Update project in bexio
Create company in bexio
Search company in bexio
Update company in bexio
Update product in bexio
Create product in bexio
Search product in bexio
Export invoice to PDF in bexio
Create sales quote in bexio
Create sales order in bexio

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Integrate Klenty & bexio In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Klenty & bexio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Klenty or bexio With 1100+ Other Apps

Klenty is an AI-powered sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale. It gives you more time for sales calls, networking, closing deals and your actual work.

See Klenty Integrations

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.

See bexio Integrations