Mautic + bexio Integration

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Mautic + bexio Integration

Create bexio contact for new Mautic form submission

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.
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Mautic + bexio Integration

Create bexio contact for new Mautic contact

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.
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bexio + Mautic Integration

Create Mautic 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 - 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.
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bexio + Mautic Integration

Create Mautic company from new bexio invoice

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!
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Mautic + bexio Integration
1.
  • Mautic
    Contact is created in Mautic Instant
  • Mautic
    Contact is updated in Mautic Instant
  • Mautic
    Contact points is changed in Mautic Instant
  • Mautic
    Form is submitted in Mautic Instant
  • Mautic
    Email viewed in Mautic Instant
  • Mautic
    Landing page visited by a contact in Mautic Instant
  • 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
2.
  • Mautic
    Create or update contact in Mautic
  • Mautic
    Add contact to segment in Mautic
  • Mautic
    Search contact in Mautic
  • Mautic
    Create or update company in Mautic
  • Mautic
    Search company in Mautic
  • bexio
    Create time tracking in bexio
  • bexio
    Create invoice in bexio
  • bexio
    Send invoice in bexio
  • bexio
    Search invoice in bexio
  • bexio
    Issue an invoice in bexio
  • bexio
    Create person in bexio
  • bexio
    Search person in bexio
  • bexio
    Update person in bexio
  • bexio
    Create project in bexio
  • bexio
    Search project in bexio
  • bexio
    Get project by ID in bexio
  • bexio
    Update project in bexio
  • bexio
    Create company in bexio
  • bexio
    Search company in bexio
  • bexio
    Update company in bexio
  • bexio
    Update product in bexio
  • bexio
    Create product in bexio
  • bexio
    Search product in bexio
  • bexio
    Export invoice to PDF in bexio
  • bexio
    Create sales quote in bexio
  • bexio
    Create sales order in bexio
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