bexio + PipelineDeals Integration

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

Set up bexio automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Make use of PipelineDeals automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s bexio + PipelineDeals integration.
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Ready Workflows For bexio + PipelineDeals Integration

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most-popular-automations
PipelineDeals + bexio Integration

Create bexio contact for new PipelineDeals person

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 PipelineDeals - bexio integration, anytime a new PipelineDeals person 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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PipelineDeals + bexio Integration

Create bexio contact from new PipelineDeals company

If you have created a company in PipelineDeals, it's important to create a contact in bexio. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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PipelineDeals + bexio Integration

Create bexio order for new PipelineDeals deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. PipelineDeals and bexio work together to make accounting and bookkeeping simple.

When you create a deal in PipelineDeals, it will automatically create an order in bexio. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with PipelineDeals and bexio.
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PipelineDeals + bexio Integration

Create bexio invoice from new PipelineDeals deal

Do you use PipelineDeals to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in bexio?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
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bexio + PipelineDeals Integration

Create PipelineDeals person 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 - PipelineDeals integration, anytime a new bexio contact is created, an PipelineDeals person 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 + PipelineDeals Integration

Create PipelineDeals deal from new bexio contact

Anytime a new contact is created in your bexio, a new deal will automatically be created in your PipelineDeals. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This bexio - PipelineDeals integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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bexio + PipelineDeals Integration

Create PipelineDeals 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 PipelineDeals whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with PipelineDeals and bexio!
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bexio + PipelineDeals Integration

Create PipelineDeals task for new bexio contact

In bexio, when you create a contact, it automatically creates a task in PipelineDeals for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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bexio + PipelineDeals Integration

Create PipelineDeals task for new bexio invoice

If you use bexio to manage your invoice, you can also use PipelineDeals to create and manage task associated with those invoice. Creating a task in PipelineDeals will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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bexio + PipelineDeals Integration

Create PipelineDeals task for new bexio order

If you use bexio as your bookkeeping software, there's an easy way to create task in PipelineDeals. With the help of this automation, whenever you create a new order in bexio, a task will automatically be created in PipelineDeals for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!
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Create Your Own bexio & PipelineDeals Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
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bexio + PipelineDeals Integration
1.
  • bexio
    Order is created/updated in bexio

    Triggers the automation whenever an order is created or updated

  • bexio
    Person is created or updated in bexio

    Triggers the automation whenever a person is created or updated

  • bexio
    Invoice is created in bexio

    Triggers the automation whenever any invoice is added or modified

  • bexio
    Order is created in bexio

    Triggers the automation whenever a new order is created

  • bexio
    Quote is created in bexio

    Triggers the automation whenever a new quote is created

  • bexio
    Product is created in bexio

    Triggers the automation whenever a new product is created

  • bexio
    Project is created in bexio

    Triggers the automation whenever a new project is created

  • bexio
    Company is created or updated in bexio

    Triggers the automation whenever a company is created or updated

  • PipelineDeals
    Person is created in PipelineDeals

    Triggers the automation whenever a new person is created

    Instant
  • PipelineDeals
    Company is created in PipelineDeals

    Triggers the automation whenever a new company is created

    Instant
  • PipelineDeals
    Deal is created in PipelineDeals

    Triggers the automation whenever a deal is created

    Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals

    Triggers the automation whenever the deal status is changed

    Instant
  • PipelineDeals
    Deal is moved in PipelineDeals

    Triggers the automation whenever a deal is moved with

    Instant
2.
  • bexio
    Create time tracking in bexio

    Automatically creates a new time tracking entry

  • bexio
    Create invoice in bexio

    Automatically generates invoices for sales transactions

  • bexio
    Send invoice in bexio

    Automatically generates and send invoices to clients

  • bexio
    Search invoice in bexio

    Automatically locate and retrieve invoices with

  • bexio
    Issue invoice in bexio

    Automatically generates and send invoices to clients

  • bexio
    Create person in bexio

    Automatically generates a new person

  • bexio
    Search person in bexio

    Automatically retrieves information about a person

  • bexio
    Update person in bexio

    Automatically updates the information of a person

  • bexio
    Create project in bexio

    Automatically creates a new project

  • bexio
    Search project in bexio

    Automatically searches for a project

  • bexio
    Get project by ID in bexio

    Automatically retrieves project information using the project ID

  • bexio
    Update project in bexio

    Automatically updates project information

  • bexio
    Create company in bexio

    Automatically generates a new company profile with given details

  • bexio
    Search company in bexio

    Automatically find information about a company

  • bexio
    Update company in bexio

    Automatically updates company information

  • bexio
    Update product in bexio

    Automatically updates product information

  • bexio
    Create product in bexio

    Automatically generates and launch new products

  • bexio
    Search product in bexio

    Automatically searches for a product

  • bexio
    Export invoice to PDF in bexio

    Automatically convert invoices into PDF files for easy sharing and printing

  • bexio
    Create sales quote in bexio

    Automatically generates a new sales quote

  • bexio
    Create sales order in bexio

    Automatically generates a new sales order with pre-filled details

  • PipelineDeals
    Create Deal in PipelineDeals

    Automatically generates a new deal with

  • PipelineDeals
    Update Deal in PipelineDeals

    Automatically updates deal information based on new criteria or changes

  • PipelineDeals
    Create Person in PipelineDeals

    Automatically generates a new person

  • PipelineDeals
    Update Person in PipelineDeals

    Automatically updates the information of a person

  • PipelineDeals
    Create Company in PipelineDeals

    Automatically generates a new company profile with given details

  • PipelineDeals
    Update Company in PipelineDeals

    Automatically updates company information

  • PipelineDeals
    Search company in PipelineDeals

    Automatically find information about a company

  • PipelineDeals
    Search deal in PipelineDeals

    Automatically retrieves and find a deal

  • PipelineDeals
    Create Task in PipelineDeals

    Automatically creates a new task

  • PipelineDeals
    Create Activity (Note) in PipelineDeals

    Automatically creates a new activity with a note

3x-10x Less Expensive Than Popular Alternatives
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😐
750 Tasks
in $19.99
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in $19.99
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Integrate bexio & PipelineDeals In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect bexio or PipelineDeals With 1200+ Other Apps

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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.

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PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!

See PipelineDeals Integrations

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