bexio

• Email attachments: Important documents for accounting are often received by email, such as invoices as attachments. These attachments can easily be automatically uploaded to bexio and are thus immediately available. This is also possible with a few detours, even if the document is not available as an attachment but as an e-mail text.  
• Upload receipts: Sometimes it is necessary for receipts to be available not only in bexio, but also in Dropbox or GoogleDrive, for example. Instead of uploading the documents separately in both places, the documents can easily be uploaded to bexio and used as a new receipt.
• Integrate CRM with bexio: Customer data is usually also available in the CRM. By integrating a CRM such as Pipedrive with bexio, all changes or new entries are automatically synchronized. Of course, the same also works with Hubspot or other CRM software
• Manage contacts: It is possible to manage contacts, such as customers or suppliers, via bexio's API interface. Addresses, telephone numbers or email addresses can be bundled in a collection and automatically created, retrieved or updated.  

• Integrate store: If a person buys a product in your store, for example Shopify, a new customer account is not only created in the store system. This also automatically triggers a new person in bexio.  
• Newsletter marketing: The bexio integration with Mailchimp, a newsletter tool, allows new or updated people from bexio to be automatically added as subscribers to a newsletter list in Mailchimp. This way, your email marketing is always up to date and no customer receives an email that is not actually intended for them.

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