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Integrate Bexio with Zoho CRM
Send information between Bexio and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Add contacts from bexio to Zoho CRM
How it works
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Add contacts from bexio to Zoho CRM
Bexio + Zoho CRM
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Build your own integrations between Bexio and Zoho CRM
Connect Bexio and Zoho CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Bexio and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New product created
Triggers when a new product is created
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Quote created or updated
Triggers when a quote or offer is created or an existing quote is updated
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Person added or updated
Triggers when a person is added or updated
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Company created or updated
Triggers when a company is added or updated
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Sales invoice created or updated
Triggers when a sales invoice is created or updated with the selected status
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New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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New note
Triggers when a new note is added
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Entry created or updated
Triggers when a record entry is created or updated
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User created or updated
Triggers when the details of an existing user are created or updated
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New contact
Triggers when a new contact is created
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New module
Triggers when a new module is created
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New lead
Triggers when a new lead is created
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New user
Triggers when a new user is created
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Updated module entry
Triggers when an entry is updated in the selected module
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Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Update person
Updates the details of the specified person
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Update company
Updates the details of the specified company
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Find company
Finds the details of the specified company
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Create project
Creates a new project
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Find person
Finds the details of the specified person
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Find country
Find the details of the specified country
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Create timesheet
Creates a new timesheet
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Create product
Creates a new product
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Create contact relation
Links a sub contact to a parent contact
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Find product
Finds the details of an existing product by name
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Update product
Updates the details of on existing product by ID
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Create person
Creates a new person
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Update project
Updates the details of an existing project
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Find project
Finds the details of an existing project
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Find language
Finds the details of an existing language
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Find salutation form
Find the details of an existing salutation form
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Find salutation title
Find the details of an existing salutation title
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Find currency
Finds a currency by name or ID
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Find business activity
Finds the details of an existing business activity
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Find user
Find the details of the specified user by email or user ID
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Convert lead to contact
Converts a lead to a contact
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Draft email template
Drafts an email based on the selected template
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Enroll cadence
Enrolls an existing record to a cadence
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Update related module entry
Relates an entry in this module with an entry in another module
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Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
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Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
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Remove tags
Removes tags from the specified record
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Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
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Send mail merge
Sends a mail merge with details of the selected record
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Send email template
Sends an email to the specified users
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Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
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Add note
Adds a note to the selected module
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Un-enroll cadence
Un-enrolles a record from the cadence
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Add tags
Adds tags to the specified record
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Add user
Adds a new user
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Update module entry
Updates the specified module entry
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Raise signal
Raises a signal to Zoho CRM
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Update user
Updates the details of an existing user based on user ID
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Clone module entry
Clones an existing module entry
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Fetch account
Fetches an account by its name or unique ID
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Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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Fetch event
Fetches an event by its title or unique ID
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Fetch lead
Fetches a lead by email address or unique ID
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Fetch contact
Fetches a contact by email address, unique ID, or name
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Fetch user
Fetches the details of an existing user by name or email address
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Fetch email template
Fetches an email template by name
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Fetch inventory template
Fetches an inventory template using ID
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Cancel call
Cancels a event
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Delete module entry
Deletes the specified entry
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Fetch module entry
Fetches a module entry by the specified values
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Fetch product
Fetches a product by its name or unique ID
What is Bexio?
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.
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