bexio

bexio + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect bexio and Salesforce, with as many as 294 possible integrations. Are you ready to find your productivity superpowers?

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Salesforce is a Premium integration on Zapier.

It's easy to connect bexio + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New/Updated Company

Triggers when a company is added or updated.

Create Person

Create a new person.

New Sales-Invoice

Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).

Create Company

Create a new company.

New Bank Account Transaction

Triggers when a new bank account transaction is processed (Cash accounts are not supported).

Create a Sales Invoice

Create a product based sales invoice.

New Project

Triggers when a Project is created or updated with the chosen status.

Create Lead

Create a new lead.

New Lead

Triggers when a new lead is created.

Add a Lead to a Campaign

Add a lead to a campaign.

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Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

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Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations