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HubSpot CRMHubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place. Category : CRM
Zoho CRMZoho 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. Category : Zoho, Sales Automation, CRM
Teamwork CRMTeamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports. Category : CRM
Bexio supports following triggers and actions
All Triggers - A trigger kickstarts the flow
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
Quote created or updated
Triggers when a quote or offer is created or an existing quote is updated
Person added or updated
Triggers when a person is added or updated
All Actions - Action are the automated tasks
Create contact relation
Links a sub contact to a parent contact
Finds the details of the specified person
Creates a new company
Finds the details of an existing product by name
Updates the details of the specified company
Finds the details of the specified company
Find the details of the specified country
Updates the details of the specified person
Creates a new person
Find salutation title
Find the details of an existing salutation title
Find the details of the specified user by email or user ID
Finds a currency by name or ID
Find salutation form
Find the details of an existing salutation form
Finds the details of an existing project
Finds the details of an existing language
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What is Bexio?
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.
Categories : Accounting
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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“We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back” Know more