Bexio + Leadinfo integration

Access valuable Leadinfo data from your CRM system. Once you’ve connected Leadinfo to Bexio, you can share company information from Leadinfo to Bexio in just a few clicks.

🔗 Connect website visitors to existing companies within Bexio.

Our native integration with Bexio ensures that website visitors, who are recognized in Leadinfo, are linked to existing companies in Bexio.

🆕 Create new companies in Bexio from Leadinfo.

Have new companies visited your website? Sync them directly with Bexio.

💻 Forward visited company pages to Bexio.

Directly forward the visited web pages of companies to the linked company in Bexio.

How does the Bexio integration work?

To integrate, just head to Leadinfo and then to Settings > Integrations > click Bexio. For more information, please read our documentation on this integration.

We help you with all your questions about this integration.

How much time does it take to set up the connection between Leadinfo and Bexio?

You can set up the connection between Leadinfo and Bexio in just a few minutes. Activate the connection in Leadinfo and follow the steps to activate it.

Are there any costs associated with using this integration?

Leadinfo has no additional costs associated using this integration. However, Bexio may incur additional costs, such as purchasing a specific package or functionality. Consult the documentation for Bexio for more information.

What can I do if I need help setting up this integration?

We recommend consulting the documentation from us or from Bexio. If you’re still having trouble, please contact your IT department, who may be able to help you set up the integration.

If you’re still having trouble, please feel free to contact us. We’re happy to assist you and answer any questions you may have.

Can I set which data will, or will not be synchronized?

For most integrations, you can configure this yourself. Consult our documentation to see which data you can sync between Leadinfo and Bexio.

What about GDPR if I use an integration?

Leadinfo complies with GDPR legislation. When you activate a connection, only the business information Leadinfo recognizes from your website visitors is sent, such as company name, industry, and company contact details.

In addition, you always have control: you decide which leads and data are transferred to your CRM or marketing tool and can disable connections at any time. This allows you to work securely and transparently.

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