bexio + Salesflare Integration

In bexio, when you create a contact, it automatically creates a task in Salesflare 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.

Do you use Salesflare to keep track of your company's opportunity? 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.

If you have created a account in Salesflare, 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.

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

When you create a opportunity in Salesflare, 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 Salesflare and bexio.

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 account profile in Salesflare whenever an invoice is created.

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

If you use bexio to manage your invoice, you can also use Salesflare to create and manage task associated with those invoice. Creating a task in Salesflare 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.

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

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 Salesflare - bexio integration, anytime a new Salesflare 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.