integraid

Connect and automate bexio

Your no-code integration tool to merge bexio with Salesforce.

With integraid, you can connect bexio directly to Salesforce – allowing automated syncing of invoices, contacts, and accounting data between your finance tool and your CRM. Eliminate manual data entry and build a streamlined flow between sales and administration.

The bexio Salesforce integration brings financial insights right into Salesforce, helping your team work smarter and more efficiently.

  • Quick setup with no coding required

  • Sync invoices, contacts, and accounting data automatically

  • Seamless integration between bexio and Salesforce

  • GDPR-compliant and secure data processing

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bexio

Kategorien:

Accounting & ERP

bexio is a cloud-based business software platform for SMEs, offering an all-in-one solution for administration—ranging from contact and quote management to invoicing, e-banking integration, and bookkeeping. It’s intuitive, user-friendly, and perfect for small to medium-sized businesses. Data is securely stored in Switzerland and processed automatically (e.g., payment reconciliation, accounting entries). And integraid makes it easy to integrate bexio with Salesforce quickly and effortlessly.

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Use Cases:

  • Automatically create Salesforce contacts from bexio contacts

    When a new contact is added in bexio, integraid automatically creates the matching contact in Salesforce - keeping CRM and accounting data aligned.

  • Generate invoices in bexio from Salesforce opportunities

    Upon closing an opportunity in Salesforce, integraid instantly generates an invoice in bexio. This removes manual billing steps and speeds up invoicing.

  • Create Salesforce tasks for new bexio documents

    Whenever a new document (e.g., invoice or quote) is created in bexio, integraid can trigger the creation of a task in Salesforce - for follow-up or internal review by the sales team.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.