bexio + Salesforce
Create new Salesforce contacts from new or updated companies in bexio
Streamline your workflow by effortlessly managing contacts between Bexio and Salesforce. Once new or modified company details crop up in Bexio, this automation creates a fresh contact in Salesforce for you. Stay organized and optimize your client interaction by having all data synced between your business management and CRM tools. This workflow offers a valuable solution to keeping customer information updated and consistent.
Streamline your workflow by effortlessly managing contacts between Bexio and Salesforce. Once new or modified company details crop up in Bexio, this automation creates a fresh contact in Salesforce for you. Stay organized and optimize your client interaction by having all data synced between your business management and CRM tools. This workflow offers a valuable solution to keeping customer information updated and consistent.
- When this happens...New/Updated Company
Triggers when a company is added or updated.
- automatically do this!Create Contact
Creates a new contact.
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New/Updated Company
Triggers when a company is added or updated.
Try ItStatus of Order
Trigger each status changeRequired
Try ItNew Product
Triggers new Products.
Try ItStatus of Quote
Trigger each status changeRequired
Try It
Status of Invoice
Trigger each status changeRequired
Try ItNew/Updated Person
Triggers when a person is added or updated.
Try ItState of Project
Trigger each status changeRequired
Try ItCombined EntryRequired
Automatic Reference Number
Date (line item support)Required
Reference Number (line item support)
CurrencyRequired
Debit Account Numbers (line item support)Required
Credit Account Numbers (line item support)Required
Vat (line item support)
VAT Account
Description (line item support)
Amount (line item support)Required
