Microsoft Outlook + bexio Integration

Connect Microsoft Outlook to bexio in 1 click

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1.
  • Microsoft Outlook
    Email is received in Microsoft Outlook
  • Microsoft Outlook
    Contact is updated in Microsoft Outlook
  • Microsoft Outlook
    Email is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is started in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is updated in Microsoft Outlook
  • Microsoft Outlook
    Contact is created in Microsoft Outlook
  • 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
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2.

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Ready Workflows Ready Workflows   for Microsoft Outlook + bexio Integration

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Most popular automationsmost-popular-automations
Microsoft Outlook + bexio Integration

Create bexio contact for new Microsoft Outlook 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 Microsoft Outlook - bexio integration, anytime a new Microsoft Outlook 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 + Microsoft Outlook Integration

Create Microsoft Outlook 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 - Microsoft Outlook integration, anytime a new bexio contact is created, an Microsoft Outlook 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 + Microsoft Outlook Integration

Send Microsoft Outlook email for new bexio contact

Anytime a new contact is added to your bexio, automatically send them a email through Microsoft Outlook letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this bexio - Microsoft Outlook integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Automations

Top 10 Most Popular Microsoft Outlook Automations from
Integrately Community

Just click on the workflow you want to automate

Microsoft Outlook logo
Notion logo
Create Notion database item for new Microsoft Outlook event
Activate
Microsoft Outlook logo
WhatsApp logo
Send WhatsApp message for new Microsoft Outlook event
Activate
Notion logo
Microsoft Outlook logo
Create Microsoft Outlook event for new Notion database item
Activate
Microsoft Outlook logo
Google Chat logo
Send Google Chat message for new Microsoft Outlook event
Activate
Microsoft Outlook logo
Todoist logo
Create Todoist task for new Microsoft Outlook event
Activate
Microsoft Outlook logo
Notion logo
Create Notion database item for new Microsoft Outlook event
Activate
Microsoft Outlook logo
WhatsApp logo
Send WhatsApp message for new Microsoft Outlook event
Activate
Notion logo
Microsoft Outlook logo
Create Microsoft Outlook event for new Notion database item
Activate
Microsoft Outlook logo
Google Chat logo
Send Google Chat message for new Microsoft Outlook event
Activate
Microsoft Outlook logo
Todoist logo
Create Todoist task for new Microsoft Outlook event
Activate
WhatsApp logo
Microsoft Outlook logo
Create Microsoft Outlook event from new WhatsApp message
Activate
Microsoft Outlook logo
ClickUp logo
Create ClickUp task for new Microsoft Outlook event
Activate
Microsoft Outlook logo
Telegram logo
Send Telegram message for new Microsoft Outlook event
Activate
Google Sheets logo
Microsoft Outlook logo
Send Microsoft Outlook email for updated Google Sheets row
Activate
Elementor Forms logo
Microsoft Outlook logo
Create Microsoft Outlook event for new Elementor Forms form submission
Activate
WhatsApp logo
Microsoft Outlook logo
Create Microsoft Outlook event from new WhatsApp message
Activate
Microsoft Outlook logo
ClickUp logo
Create ClickUp task for new Microsoft Outlook event
Activate
Microsoft Outlook logo
Telegram logo
Send Telegram message for new Microsoft Outlook event
Activate
Google Sheets logo
Microsoft Outlook logo
Send Microsoft Outlook email for updated Google Sheets row
Activate
Elementor Forms logo
Microsoft Outlook logo
Create Microsoft Outlook event for new Elementor Forms form submission
Activate

Top 10 Most Popular bexio Automations from
Integrately Community

Most popularmost-popular-automations
01
Shopify logo
bexio logo
Create bexio invoice for new Shopify order
02
Salesforce logo
bexio logo
Create bexio contact for new Salesforce record
03
Notion logo
bexio logo
Create bexio contact for new Notion database item
04
bexio logo
Google Calendar logo
Create Google Calendar event for new bexio order
05
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
cloud
bexio
app integration
06
EasyCSV logo
bexio logo
Create bexio contact for new EasyCSV data
07
Bubble logo
bexio logo
Create bexio contact for new Bubble data thing
08
PostgreSQL logo
bexio logo
Create bexio contact for new PostgreSQL row
09
MySQL logo
bexio logo
Create bexio contact for new MySQL row
10
SeaTable logo
bexio logo
Create bexio contact for new SeaTable row
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Microsoft Outlook
Microsoft Outlook
Microsoft Outlook is your one-stop shop for staying connected, productive, and on-top of business. It is a highly functional solution providing you with email, calendars, contacts management, tasks and notes all in one place.
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.