bexio
Use contacts and orders from bexio during the conversation and create new enquiries as a contact or note in bexio after the call.
What the integration does
- Finds the contact in bexio when the phone rings, so the agent greets customers by name.
- Creates new prospects as a contact after the call or saves a note on an existing contact.
- Mentions open orders or invoices during the conversation if you allow it.
How to do it today
| Goal | Today's route |
|---|---|
| Contact after the call | CRM Ticket to Make, n8n or Zapier, where the contact is created in bexio |
| Recognising callers | Incoming Webhook to a workflow that looks up the phone number in bexio |
If your tool has no module for bexio, use the bexio API via an HTTP module.
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