If you're a small business owner who uses bexio to manage your finances, you may be wondering if there's a way to automatically create a company profile in Mautic whenever an invoice is created.
Thankfully, there is! Just setup this automation to stay organized and streamlined with Mautic and bexio!
When someone completes your Mautic, a new contact is automatically created in your bexio. This way, you can quickly follow up with the form submission and turn them into a customer!
Plus, all of the information from the Mautic is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Mautic - bexio integration set up makes it easy to manage your customer relationships and grow your business.
There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.
For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new bexio contact and Mautic contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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 - Mautic integration, anytime a new bexio contact is created, an Mautic 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.
You Can Also Connect bexio or Mautic With 1400+ Other Apps
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.
Mautic works on the concept of marketing automation. It helps you send the right personalized message to your customer at the right time. It is open source, which means that it's free.