bexio + SharpSpring Integration

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Popular bexio + SharpSpring Workflows

Create SharpSpring contact for new bexio contact

If you're using bexio to manage your sales leads, it's important to also use SharpSpring to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in bexio, a corresponding contact will automatically be created in SharpSpring.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

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Create SharpSpring contact for new bexio invoice

bexio + SharpSpring Integration

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Update SharpSpring contact from new bexio contact

bexio + SharpSpring Integration

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When Person is created or updated in bexio > Check condition > Create contact in SharpSpring

bexio + SharpSpring Integration

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Create Automation

Person is created or updated in bexio
Invoice is created in bexio
Order is created in bexio
Quote is created in bexio
Product is created in bexio
Project is created in bexio
Company is created or updated in bexio
Contact is created in SharpSpring
Account is created in SharpSpring
Opportunity is created in SharpSpring

Create time tracking in bexio
Create invoice in bexio
Send invoice in bexio
Search invoice in bexio
Issue an invoice in bexio
Create person in bexio
Search person in bexio
Update person in bexio
Create project in bexio
Search project in bexio
Get project by ID in bexio
Update project in bexio
Create company in bexio
Search company in bexio
Update company in bexio
Update product in bexio
Create product in bexio
Search product in bexio
Export invoice to PDF in bexio
Create sales quote in bexio
Create sales order in bexio
Create contact in SharpSpring
Update contact in SharpSpring
Search contact in SharpSpring
Create account in SharpSpring
Search account in SharpSpring
Update account in SharpSpring
Create opportunity in SharpSpring
Update opportunity in SharpSpring
Create campaign in SharpSpring
Search campaign in SharpSpring

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You Can Also Integrate bexio & SharpSpring With 1100+ Other Apps

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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SharpSpring is a cloud-based marketing automation platform streamlining marketing efforts with lead generation, email, social, and analytics features. Designed for businesses of all sizes, it helps increase conversions and revenue.

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