Bexio for Workflows
Streamline Contact and Group Management
Bexio for Workflows simplifies and automates your agency's contact and group management, ensuring your CRM processes are efficient and organized. With a wide range of actions for managing contacts, contact groups, addresses, salutations, and titles, Bexio makes it easy to maintain up-to-date and structured data.
Contact Control
Quick Edits
CRM Automation
Personalized Outreach
Detailed Information
Actions
Contact Management
Easily manage your CRM contacts by creating new entries, retrieving detailed information for personalized communication, and deleting outdated or inactive records to keep your database clean and effective.
Contact Group Management
Efficiently manage your contact segmentation by creating organized groups for targeted communication. Retrieve group details to tailor your outreach, update group names as your strategies evolve, and delete outdated groups to keep your system streamlined and clutter-free.
Address Management
Maintain accurate and reliable contact records by easily adding new address information, retrieving existing addresses for verification or updates, and removing outdated or incorrect entries. This ensures smooth communication, efficient service delivery, and organized contact management.
Salutation and Title Management
Keep your communication professional and personalized by managing salutations and titles. Easily add, update, retrieve, or delete them to reflect your contacts’ preferences and roles, ensuring your database stays accurate and respectful.
Detailed Information
Use Cases
Automated Client Onboarding
When a new client signs up, automatically create a contact in your CRM, assign them to a contact group, and add their address, title, and salutation—ensuring a complete, personalized profile from the start.
Targeted Campaign Segmentation
Use contact groups to segment your audience based on services, interests, or customer type. This allows you to send personalized marketing emails or updates only to relevant groups, boosting engagement and reducing unsubscribes.
CRM Cleanup and Maintenance
Schedule automated workflows to delete inactive contacts, outdated addresses, or unused salutations and titles, keeping your CRM clean, organized, and efficient without manual effort.
Personalized Communication at Scale
Automatically retrieve titles and salutations for contacts when sending bulk emails or generating documents, ensuring every message feels tailored and professional.
Bexio for Workflows
Why Choose Bexio for Workflows?
Simplified Contact Management: With Bexio for Workflows, you can easily create, update, and delete contacts, ensuring your contact list is always organized and up-to-date.
Efficient Grouping: The app allows you to group contacts for better organization and communication, enhancing your ability to manage and target specific audiences.
Streamlined Address Handling: Managing and updating contact addresses becomes effortless, ensuring smooth logistics and accurate information.
Apps Installation and Integration
Custom Actions
Create Contact
Get Contact
Delete Contact
Create Contact Group
Get Contact Group
Update Group Name
Delete Contact Group
Create Address
Get Address
Delete Address
Create Salutation
Get Salutation
Update Salutation
Delete Salutation
Create Title
Update Title
Get Title
Delete Title
Custom Actions
Customer Created
Customer Created
Customer Created
Customer Created
Customer Created
Customer Created
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