bexio + Lofty Integration

Connect bexio to Lofty in 1 click

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1.
  • bexio
    Order is created/updated in bexio
  • bexio
    Person is created or updated in bexio
  • bexio
    Invoice is created in bexio
  • bexio
    Order is created in bexio
  • bexio
    Quote is created in bexio
  • bexio
    Product is created in bexio
  • bexio
    Project is created in bexio
  • bexio
    Company is created or updated in bexio
  • Lofty
    Transaction is created or updated in Lofty Instant
  • Lofty
    Lead is created or updated in Lofty Instant
  • Lofty
    Lead pipeline is changed in Lofty Instant
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2.

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Ready Workflows Ready Workflows   for bexio + Lofty Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
bexio + Lofty Integration

Create Lofty lead 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 - Lofty integration, anytime a new bexio contact is created, an Lofty lead 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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Automations

Top 10 Most Popular bexio Automations from
Integrately Community

Just click on the workflow you want to automate

Shopify logo
bexio logo
Create bexio invoice for new Shopify order
Activate
Salesforce logo
bexio logo
Create bexio contact for new Salesforce record
Activate
Notion logo
bexio logo
Create bexio contact for new Notion database item
Activate
bexio logo
Google Calendar logo
Create Google Calendar event for new bexio order
Activate
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
Activate
Shopify logo
bexio logo
Create bexio invoice for new Shopify order
Activate
Salesforce logo
bexio logo
Create bexio contact for new Salesforce record
Activate
Notion logo
bexio logo
Create bexio contact for new Notion database item
Activate
bexio logo
Google Calendar logo
Create Google Calendar event for new bexio order
Activate
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
Activate
EasyCSV logo
bexio logo
Create bexio contact for new EasyCSV data
Bubble logo
bexio logo
Create bexio contact for new Bubble data thing
PostgreSQL logo
bexio logo
Create bexio contact for new PostgreSQL row
MySQL logo
bexio logo
Create bexio contact for new MySQL row
SeaTable logo
bexio logo
Create bexio contact for new SeaTable row
EasyCSV logo
bexio logo
Create bexio contact for new EasyCSV data
Bubble logo
bexio logo
Create bexio contact for new Bubble data thing
PostgreSQL logo
bexio logo
Create bexio contact for new PostgreSQL row
MySQL logo
bexio logo
Create bexio contact for new MySQL row
SeaTable logo
bexio logo
Create bexio contact for new SeaTable row

Top 10 Most Popular Lofty Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
Lofty logo
Create Lofty lead for new Google Sheets row
02
HubSpot logo
Lofty logo
Create Lofty lead for new HubSpot contact
03
CompanyHub logo
Lofty logo
Create Lofty lead for new CompanyHub contact
04
CompanyHub logo
Lofty logo
Create Lofty lead for new CompanyHub record
05
MailerLite Classic logo
Lofty logo
Create Lofty lead for new MailerLite Classic contact
cloud
Lofty
app integration
06
awork logo
Lofty logo
Create Lofty lead for new awork client
07
MailBluster logo
Lofty logo
Create Lofty lead from new MailBluster order
08
Checkfront logo
Lofty logo
Update Lofty lead from new Checkfront event
09
Jumpseller logo
Lofty logo
Create Lofty lead from new Jumpseller contact
10
Jumpseller logo
Lofty logo
Update Lofty lead from updated Jumpseller contact
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How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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3
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Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect bexio or Lofty With 1400+ Other Apps

bexio
bexio
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.
Lofty
Lofty
Lofty is the technology platform that helps real estate agents sell more homes. Lofty enhances agent productivity, automates routine tasks and creates a seamless experience for customers.