Zoho CRM + bexio Integration

Integrate bexio to Zoho CRM in one click, or tell Integrately AI how you want each contact handled. Sync customer details, update your CRM and accounting records, alert your team, and trigger follow-ups automatically.

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1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • bexio
    Order is created/updated in bexio
  • bexio
    Person is created or updated in bexio
  • bexio
    Invoice is created in bexio
  • bexio
    Order is created in bexio
  • bexio
    Quote is created in bexio
  • bexio
    Product is created in bexio
  • bexio
    Project is created in bexio
  • bexio
    Company is created or updated in bexio
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2.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM
  • bexio
    Create time tracking in bexio
  • bexio
    Create invoice in bexio
  • bexio
    Send invoice in bexio
  • bexio
    Search invoice in bexio
  • bexio
    Issue invoice in bexio
  • bexio
    Create person in bexio
  • bexio
    Search person in bexio
  • bexio
    Update person in bexio
  • bexio
    Create project in bexio
  • bexio
    Search project in bexio
  • bexio
    Get project by ID in bexio
  • bexio
    Update project in bexio
  • bexio
    Create company in bexio
  • bexio
    Search company in bexio
  • bexio
    Update company in bexio
  • bexio
    Update product in bexio
  • bexio
    Create product in bexio
  • bexio
    Search product in bexio
  • bexio
    Export invoice to PDF in bexio
  • bexio
    Create sales quote in bexio
  • bexio
    Create sales order in bexio

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Ready Workflows Ready Workflows for bexio + Zoho CRM Integration

Capture contacts, create accounts, keep your CRM updated, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
bexio + Zoho CRM Integration

Create Zoho CRM module for new bexio contact

When a new contact is created in your bexio, you can automatically create a module for them in your Zoho CRM. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Activate
  • 1of3
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your bexio + Zoho CRM flow

Pick up where your core sync leaves off by connecting payment, marketing, or communication tools. Pick a combination and activate it in one click.

Zoho CRM
bexio
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google WorkspaceGoogle Workspace (3)
+
CalendlyCalendly (3)
+
TypeformTypeform (3)
S
B
Z
When a Stripe payment succeeds, create an invoice in bexio and update the matching contact in Zoho CRM.
Stripe payments instantly trigger bexio invoices and update Zoho CRM records, eliminating manual billing entries.
S
B
Z
When a Stripe subscription is created, create a project in bexio and add a lead in Zoho CRM.
New Stripe subscriptions automatically establish project structures in bexio and leads in Zoho CRM.
S
B
Z
When a Stripe customer is updated, update the matching person in bexio and update the contact in Zoho CRM.
Stripe customer profile updates sync automatically to bexio and Zoho CRM to keep contact records aligned.

Supported triggers and actions for Zoho CRM and bexio

Mix and match to build the exact automation you need

Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Create or Update Lead in Zoho CRM
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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bexio
bexio Triggers & Actions
Order is created/updated in bexio
Triggers the automation when an order is created or updated
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Person is created or updated in bexio
Triggers the automation when a person is created or updated
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Invoice is created in bexio
Triggers the automation when any invoice is added or modified
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Order is created in bexio
Triggers the automation when a new order is created
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Quote is created in bexio
Triggers the automation when a new quote is created
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Product is created in bexio
Triggers the automation when a new product is created
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Project is created in bexio
Triggers the automation when a new project is created
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Company is created or updated in bexio
Triggers the automation when a company is created or updated
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Create time tracking in bexio
Creates a new time tracking entry
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Create invoice in bexio
Generates invoices for sales transactions
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Send invoice in bexio
Generates and send invoices to clients
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Search invoice in bexio
Locates and retrieves invoices with
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Issue invoice in bexio
Generates and send invoices to clients
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Create person in bexio
Generates a new person
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Search person in bexio
Retrieves information about a person
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Update person in bexio
Updates the information of a person
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Create project in bexio
Creates a new project
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Search project in bexio
Searches for a project
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Get project by ID in bexio
Retrieves project information using the project id
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Update project in bexio
Updates project information
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Create company in bexio
Generates a new company profile with given details
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Search company in bexio
Finds information about a company
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Update company in bexio
Updates company information
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Update product in bexio
Updates product information
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Create product in bexio
Generates and launch new products
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Search product in bexio
Searches for a product
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Export invoice to PDF in bexio
Convert invoices into pdf files for easy sharing and printing
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Create sales quote in bexio
Generates a new sales quote
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Create sales order in bexio
Generates a new sales order with pre-filled details
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What can you automate with bexio + Zoho CRM?

Streamline your customer data and financial workflows by connecting bexio and Zoho CRM triggers and actions.

What you can automate?
🔄
Sync new bexio persons directly to Zoho CRM leads
Whenever a new person is created or updated in bexio, automatically create or update the corresponding contact in Zoho CRM without manual data entry.
📋
Capture every submitted field across your records
Map detailed company information, projects, and custom attributes between bexio and Zoho CRM so your databases hold complete profile histories.
🔔
Notify your team the moment records update
Alert your sales or accounting channels in Slack instantly whenever a new bexio invoice or Zoho CRM lead is created.
🔀
Route records based on specific field values
Send high-value orders to specific Zoho CRM modules or update project statuses in bexio depending on submitted criteria.
⏱️
Keep destination records updated as details change
When customer contact information or order details update in bexio, push those changes directly to Zoho CRM entries in real time.
🔍
Search and update instead of creating duplicates
Check existing database records before creating new entries, ensuring your bexio and Zoho CRM accounts remain clean and organized.
📑
Manage later status changes and billing milestones
Track project completions, issued invoices, and canceled orders across bexio and Zoho CRM automatically.
🌐
Extend your workflow to external apps
Combine bexio and Zoho CRM with Slack, Stripe, or Google Sheets to build multi-app operational pipelines.
And much more...

Who is bexio + Zoho CRM integration for?

Connect bexio and Zoho CRM to keep financial records and customer pipelines perfectly aligned for Swiss small businesses and sales teams.

Financial controllers
Financial controllers
Sales managers
Sales managers
Client account directors
Client account directors
Operations leads
Operations leads
CRM administrators
CRM administrators
Support supervisors
Support supervisors
📈
Financial controllers
You rely on bexio for accurate accounting and invoicing, but your revenue reports lag behind because customer updates take hours to cross over from Zoho CRM — this integration means every new contact syncs instantly and your financial dashboards stay current.
⚡
Sales managers
Your team closes deals in Zoho CRM while billing happens in bexio, leaving you scrambling to verify invoice status when clients call — with this integration, every billing event links directly to the right CRM record so you act fast.
🤝
Client account directors
You answer to stakeholders who want immediate proof of project kickoff and billing milestones, but manual reporting delays updates — this integration means every project and invoice change reflects in client records automatically.
🔄
Operations leads
High transaction volumes make manual data transcription between bexio and Zoho CRM unsustainable for your administrative staff — automating both apps means contact updates and orders flow smoothly without human error.
👤
CRM administrators
You own the Zoho CRM pipeline and depend on billing teams to hand over customer data from bexio after a sale closes — this integration means customer creation happens automatically the moment accounting records are updated.
📋
Support supervisors
Support agents need reliable customer history to resolve billing inquiries, but finding invoice details in bexio takes too long — connecting these apps means complete account and order histories sit directly inside your CRM tickets.
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Why choose Integrately to automate Zoho CRM + bexio

Build and manage your Zoho CRM + bexio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zoho CRM + bexio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect bexio to Zoho CRM?
Frequently Asked Questions
You can connect bexio and Zoho CRM in one click using ready-made templates on Integrately, or ask Integrately AI to build the automation for you. It takes just minutes alongside apps like Slack, Stripe, and Google Workspace with 42,000+ active users.
Can I automatically sync new bexio persons to Zoho CRM contacts?
Frequently Asked Questions
Can I connect bexio, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Zoho CRM?
Frequently Asked Questions
How does bexio handle invoice and order data during synchronization?
Frequently Asked Questions
How does Zoho CRM manage updated leads and contacts in this integration?
Frequently Asked Questions
Do I need coding skills to automate bexio and Zoho CRM?
Frequently Asked Questions
Is the bexio and Zoho CRM integration free?
Frequently Asked Questions
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