bexio + simPRO Integration

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

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Create bexio contact for new simPRO individual customer

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 simPRO - bexio integration, anytime a new simPRO individual customer 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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Create simPRO individual customer 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 - simPRO integration, anytime a new bexio contact is created, an simPRO individual customer 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.

Activate

When Person is created or updated in bexio > Check condition > Create individual customer in simPRO

bexio + simPRO Integration

Activate

When Individual customer created in simPRO > Check condition > Create person in bexio

simPRO + bexio Integration

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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between bexio & simPRO

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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
Job is created in simPRO Instant
Company customer created in simPRO Instant
Job is updated in simPRO Instant
Company customer updated in simPRO Instant
Site is created in simPRO Instant
Site is updated in simPRO Instant
Individual customer created in simPRO Instant
Individual customer updated in simPRO Instant
Quote is created in simPRO Instant
Quote is updated in simPRO Instant

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 individual customer in simPRO
Search individual customer in simPRO
Search company customer in simPRO
Create contact in simPRO
Create company customer in simPRO
Create service job in simPRO
Search job in simPRO
Create site in simPRO
Search contact in simPRO
Search site in simPRO
Create service quote in simPRO
Search quote in simPRO
Create activity schedule block in simPRO

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You Can Also Connect bexio or simPRO 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.

See bexio Integrations

simPRO is the first cloud-based field service and job management software solution for businesses. It's a web-based application that addresses your needs to streamline day-to-day operations, improve visibility, and enhance daily business processes.

See simPRO Integrations