Bigin by Zoho CRM + Lexware Integration

Integrate Bigin by Zoho CRM to Lexware in one click, or tell Integrately AI how you want each deal handled. Create invoices, update contacts, log activities, and trigger follow-ups automatically.

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1.
  • Bigin by Zoho CRM
    Contact is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Contact is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Task is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Event is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Call is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Product is created in Bigin by Zoho CRM
  • Lexware
    Delivery note is created in Lexware Instant
  • Lexware
    Contact is created in Lexware Instant
  • Lexware
    Contact is changed in Lexware Instant
  • Lexware
    Contact is deleted in Lexware Instant
  • Lexware
    Invoice is created in Lexware Instant
  • Lexware
    Invoice is changed in Lexware Instant
  • Lexware
    Invoice is deleted in Lexware Instant
  • Lexware
    Quotation is created in Lexware Instant
  • Lexware
    Quotation is changed in Lexware Instant
  • Lexware
    Quotation status is changed in Lexware Instant
  • Lexware
    Quotation is deleted in Lexware Instant
  • Lexware
    Order confirmation is created in Lexware Instant
  • Lexware
    Voucher is created in Lexware Instant
  • Lexware
    Invoice status is changed in Lexware Instant
  • Lexware
    Voucher status is changed in Lexware Instant
  • Lexware
    Order confirmation status is changed in Lexware Instant
  • Lexware
    Credit note is created in Lexware Instant
  • Lexware
    Credit note is changed in Lexware Instant
  • Lexware
    Credit note status is changed in Lexware Instant
  • Lexware
    Credit note is deleted in Lexware Instant
  • Lexware
    Voucher is changed in Lexware Instant
  • Lexware
    Voucher is deleted in Lexware Instant
  • Lexware
    Order confirmation is changed in Lexware Instant
  • Lexware
    Order confirmation is deleted in Lexware Instant
Arrow Right
2.
  • Bigin by Zoho CRM
    Create deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company by field in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    List contact deals by contact id in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get company by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create call in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get contact by ID in Bigin by Zoho CRM
  • Lexware
    Create confirmation order in Lexware
  • Lexware
    Get invoice by ID in Lexware
  • Lexware
    Create delivery note in Lexware
  • Lexware
    Update article in Lexware
  • Lexware
    Search article by number in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Update contact in Lexware
  • Lexware
    Create contact in Lexware
  • Lexware
    Search contact by name in Lexware
  • Lexware
    Create an invoice in Lexware
  • Lexware
    Create a voucher in Lexware
  • Lexware
    Create a credit note in Lexware
  • Lexware
    Search invoice voucher list in Lexware
  • Lexware
    Create article in Lexware

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Ready Workflows Ready Workflows for Bigin by Zoho CRM + Lexware Integration

Capture deals, generate invoices, update contacts, alert your team, and track revenue, all in just one click.

Most popular automationsmost-popular-automations
Lexware + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Lexware contact

Bigin by Zoho CRM and Lexware are two powerful cloud-based tools that can be used to improve business productivity. Using this Bigin by Zoho CRM - Lexware integration, you can automatically create task in Bigin by Zoho CRM whenever a new contact is created in Lexware.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Lexware + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM contact for new Lexware contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Bigin by Zoho CRM contact and Lexware contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Lexware + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM deal for new Lexware contact

This automation makes it easy to create new deals in Bigin by Zoho CRM when a new contact is created in Lexware. Just connect your accounts, and every time a new contact is created in Lexware, a new deal will automatically be created in Bigin by Zoho CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Bigin by Zoho CRM + Lexware Integration

Create Lexware contact for new Bigin by Zoho CRM contact

If you're using Bigin by Zoho CRM to manage your sales leads, it's important to also use Lexware to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Bigin by Zoho CRM, a corresponding contact will automatically be created in Lexware.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
  • 1of1
Got a different task in mind? Describe it

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Connect more apps to your Bigin by Zoho CRM + Lexware flow

Sync accounting records with your CRM and team channels, update payment statuses, and trigger customer follow-ups. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Lexware
+
PipedrivePipedrive (3)
+
CalendlyCalendly (3)
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
StripeStripe (3)
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Add every new Pipedrive deal to Bigin by Zoho CRM, and create a quotation in Lexware
New Pipedrive deals automatically generate a matching deal in Bigin by Zoho CRM and a quotation in Lexware, eliminating manual data entry across your sales and accounting tools.
P
B
L
When a Pipedrive deal stage updates, update the contact in Bigin by Zoho CRM and update the contact in Lexware
Deal stage updates in Pipedrive immediately refresh contact records in Bigin by Zoho CRM and Lexware, keeping customer details consistent everywhere.
P
B
L
Use Claude to evaluate new Pipedrive deals, create a deal in Bigin by Zoho CRM if approved, and create an invoice in Lexware
Claude reviews new Pipedrive deals for criteria compliance, creating a Bigin by Zoho CRM deal and a Lexware invoice for qualified records automatically.

Supported triggers and actions for Bigin by Zoho CRM and Lexware

Mix and match to build the exact automation you need

Bigin by Zoho CRM
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
Try it โ†’
Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
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Company is updated in Bigin by Zoho CRM
Triggers the automation when a company is updated
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Contact is updated in Bigin by Zoho CRM
Triggers the automation when a contact is updated
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Deal is updated in Bigin by Zoho CRM
Triggers the automation when a deal is updated
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Deal is created in Bigin by Zoho CRM
Triggers the automation when a deal is created
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Task is created in Bigin by Zoho CRM
Triggers the automation when a new task is created
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Event is created in Bigin by Zoho CRM
Triggers the automation when a new event is created
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Call is created in Bigin by Zoho CRM
Triggers the automation when a new call is made
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Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
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Create deal in Bigin by Zoho CRM
Generates a new deal with
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Search company by field in Bigin by Zoho CRM
Finds information about a company
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Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
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Create contact in Bigin by Zoho CRM
Adds a new contact to the database
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Update contact in Bigin by Zoho CRM
Updates contact information with new details
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List contact deals by contact id in Bigin by Zoho CRM
Lists all deals associated with a contact by contact id
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Update deal in Bigin by Zoho CRM
Updates deal information based on new criteria or changes
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Search deal in Bigin by Zoho CRM
Retrieves and find a deal
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Search deal by ID in Bigin by Zoho CRM
Searches for a deal by its unique id
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Create company in Bigin by Zoho CRM
Generates a new company profile with given details
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Search company in Bigin by Zoho CRM
Finds information about a company
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Update company in Bigin by Zoho CRM
Updates company information
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Get company by ID in Bigin by Zoho CRM
Retrieves a company's details using its id
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Create task in Bigin by Zoho CRM
Creates a new task
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Search task in Bigin by Zoho CRM
Searches for a task
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Update task in Bigin by Zoho CRM
Updates the task with new information or changes
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Create call in Bigin by Zoho CRM
Initiates a call to the recipient
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Create event in Bigin by Zoho CRM
Adds a new contact to the contact list
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Update event in Bigin by Zoho CRM
Updates event details with the latest information
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Search event in Bigin by Zoho CRM
Conduct a search for events based on particular criteria
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Update product in Bigin by Zoho CRM
Updates product information
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Search product in Bigin by Zoho CRM
Searches for a product
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Create product in Bigin by Zoho CRM
Generates and launch new products
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Get contact by ID in Bigin by Zoho CRM
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Lexware
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
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Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
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Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
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Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
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Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
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Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
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Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
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Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
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Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
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Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
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Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
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Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
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Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
Try it โ†’
Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
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Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
Try it โ†’
Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
Try it โ†’
Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
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Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
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Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
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Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
Try it โ†’
Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
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Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
Try it โ†’
Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
Try it โ†’
Create confirmation order in Lexware
Creates a confirmation order
Try it โ†’
Get invoice by ID in Lexware
Generates a new invoice
Try it โ†’
Create delivery note in Lexware
Creates a new delivery note
Try it โ†’
Update article in Lexware
Modifies an existing article
Try it โ†’
Search article by number in Lexware
Retrieves information about a specific article
Try it โ†’
Create a quotation in Lexware
Creates a new workspace
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Search contact in Lexware
Finds and retrieves contact information
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Update contact in Lexware
Updates contact information with new details
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Create contact in Lexware
Adds a new contact to the database
Try it โ†’
Search contact by name in Lexware
Try it โ†’
Create an invoice in Lexware
Generates a new invoice
Try it โ†’
Create a voucher in Lexware
Generates unique voucher codes
Try it โ†’
Create a credit note in Lexware
Creates a new credit note
Try it โ†’
Search invoice voucher list in Lexware
Searches for a invoice voucher list
Try it โ†’
Create article in Lexware
Adds a new article to the database
Try it โ†’

What can you automate with Bigin by Zoho CRM + Lexware?

Streamline your entire workflow from lead conversion to invoice creation with powerful automation.

What you can automate?
๐Ÿงพ
Create Lexware invoices automatically from Bigin by Zoho CRM deals
Generate invoices in Lexware the moment a deal is created or won in Bigin by Zoho CRM, eliminating manual bookkeeping and speeding up your billing cycle.
๐Ÿ“‹
Capture every submitted contact and company field
Map all custom contact and company details from Bigin by Zoho CRM into Lexware contacts without losing important customer data during transfer.
๐Ÿ””
Alert your team instantly when a deal is won
Notify your finance or sales channel the second an important deal status changes in Bigin by Zoho CRM or a new Lexware invoice is generated.
๐Ÿ”€
Route deals and generate different vouchers based on deal value
Branch your automation logic so high-value Bigin by Zoho CRM deals trigger custom Lexware quotations or specialized vouchers automatically.
๐Ÿ”„
Keep contact details synchronized across both platforms
Update contact and company records in Lexware whenever information changes in Bigin by Zoho CRM to maintain clean customer databases.
๐Ÿ”
Search existing contacts before creating new ones
Look up existing contact records in Lexware before creating new entries from Bigin by Zoho CRM updates to prevent duplicate customer profiles.
๐Ÿ“Š
Handle invoice and quotation status changes dynamically
Trigger follow-up tasks in Bigin by Zoho CRM whenever Lexware invoice, quotation, or credit note statuses are updated.
๐Ÿ’ฌ
Connect Bigin by Zoho CRM and Lexware with Slack for instant notifications
Extend your Bigin by Zoho CRM and Lexware workflow by sending real-time summaries and document links straight to your team Slack channels.
And much more...

Who is Bigin by Zoho CRM + Lexware integration for?

Connecting Bigin by Zoho CRM and Lexware eliminates manual data entry for sales and finance teams, ensuring accurate records and faster invoicing.

Sales managers
Sales managers
Billing specialists
Billing specialists
Account executives
Account executives
High-volume sales teams
High-volume sales teams
Operations leads
Operations leads
Finance directors
Finance directors
๐Ÿ“ˆ
Sales managers
You're reviewing monthly pipeline reports, but your accounting records lag behind closed deals because reps manually re-enter invoices, so your revenue projections are always outdated โ€” with this integration, every closed deal triggers an invoice instantly and your reports stay accurate.
โšก
Billing specialists
You need to issue invoices the moment a deal is won, but you find out about closed deals too late when sales forgets to notify finance, delaying collections โ€” this integration means every new deal creates a Lexware invoice automatically without manual handoffs.
๐Ÿค
Account executives
You answer to clients who request immediate order confirmations, but you spend time switching between your CRM and accounting tool to check status โ€” automating both apps means order confirmations and quotations are generated instantly while you stay on the call.
๐Ÿš€
High-volume sales teams
The volume of new leads and deals is too high for anyone to keep up by hand, leading to missed billing entries and untracked customer accounts โ€” connecting these apps means every contact and deal update flows effortlessly into your accounting software.
๐Ÿ’ผ
Operations leads
You depend on sales to hand over deal details before you can set up client records, but details often get lost between Bigin by Zoho CRM and Lexware โ€” this integration means every new company and contact is synced across platforms right away.
๐Ÿ—‚๏ธ
Finance directors
You need a reliable history of all transactions and keep finding gaps between CRM deals and accounting vouchers โ€” automating both apps means every voucher and invoice is logged accurately with zero missing records.
Our team

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Why choose Integrately to automate Bigin by Zoho CRM + Lexware

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

1,500+ apps connected
1,500+ apps connected
Connect Bigin by Zoho CRM + Lexware 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 โ€” 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.
How Integrately Works?

How Integrately Works?

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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to Lexware?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Lexware in 1 click using ready workflows or Integrately AI. Pair it with popular tools like Pipedrive, Slack, and Stripe to automate your entire business process.
Can I automatically create Lexware invoices from Bigin by Zoho CRM deals?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Lexware, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Lexware?
Frequently Asked Questions
How does Bigin by Zoho CRM handle contact and deal updates in this integration?
Frequently Asked Questions
How are Lexware invoices and quotations managed during automation?
Frequently Asked Questions
Do I need coding skills to set up Bigin by Zoho CRM and Lexware automations?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Lexware integration free?
Frequently Asked Questions
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You Can Also Connect Bigin by Zoho CRM or Lexware With 1500+ Other Apps

Bigin by Zoho CRM
Popular Bigin by Zoho CRM Integrations
Connect Bigin by Zoho CRM to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
Lexware
Popular Lexware Integrations
Sync Lexware with payment, reporting, and invoicing tools to keep financial data working across your stack.
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