Integrate Zoho CRM with Bexio
Send information between Zoho CRM and Bexio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add contacts from bexio to Zoho CRM
How it works
Add contacts from bexio to Zoho CRM
Bexio + Zoho CRM
Build your own integrations between Zoho CRM and Bexio
Connect Zoho CRM and Bexio with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho CRM and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New lead
Triggers when a new lead is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New note
Triggers when a new note is added
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
Person added or updated
Triggers when a person is added or updated
Quote created or updated
Triggers when a quote or offer is created or an existing quote is updated
Company created or updated
Triggers when a company is added or updated
Sales invoice created or updated
Triggers when a sales invoice is created or updated with the selected status
All Actions - Actions are the automated tasks
Send mail merge
Sends a mail merge with details of the selected record
Update related module entry
Relates an entry in this module with an entry in another module
Convert lead to contact
Converts a lead to a contact
Update module entry
Updates the specified module entry
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Raise signal
Raises a signal to Zoho CRM
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add note
Adds a note to the selected module
Add tags
Adds tags to the specified record
Send email template
Sends an email to the specified users
Add user
Adds a new user
Update user
Updates the details of an existing user based on user ID
Fetch account
Fetches an account by its name or unique ID
Fetch user
Fetches a user by name or email address
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch inventory template
Fetches an inventory template using ID
Fetch lead
Fetches a lead by email address or unique ID
Clone module entry
Clones an existing module entry
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Update company
Updates the details of the specified company
Find product
Finds the details of an existing product by name
Update person
Updates the details of the specified person
Find country
Find the details of the specified country
Create company
Creates a new company
Find person
Finds the details of the specified person
Create contact relation
Links a sub contact to a parent contact
Find company
Finds the details of the specified company
Create person
Creates a new person
Find currency
Finds a currency by name or ID
Find language
Finds the details of an existing language
Find project
Finds the details of an existing project
Find user
Find the details of the specified user by email or user ID
Find salutation title
Find the details of an existing salutation title
Find salutation form
Find the details of an existing salutation form
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
What is Bexio?
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.
Similar apps
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >