Heads up for anyone running Mautic and juggling Bexio for invoicing or sales: there’s a new plugin on the block aiming to make your life way easier. This little tool bridges Mautic and Bexio, syncing contacts and activities so your marketing and sales don’t miss a beat.
Here’s the gist: you can export contacts straight from your Mautic campaigns into Bexio, either on autopilot or with a manual nudge. It spots if contacts already exist in Bexio, so you won’t get dreaded duplicates. Plus, it can fire off sales follow-ups in Bexio triggered by where contacts sit in your Mautic campaigns. And everything stays in sync — contact info keeps consistent across marketing automation and your accounting/CRM setup.
If you’re like many teams using Bexio for sales and invoicing, this plugin cuts down on the boring manual data entry. That’s a win right there.
It works with Mautic versions 3, 4, and 5, so pretty much anyone with a recent setup can jump in.
Looking at the community chat, users are already finding it useful as a neat way to keep things aligned without double handling data. No big hiccups reported yet, which is promising.
My two cents? If your workflow’s split between Mautic for marketing and Bexio for accounting or sales, this could be a solid time saver. Automating that contact flow and follow-up push reduces errors and frees you up for actual strategy instead of busywork.
Curious or already using Bexio and want to see if this fits your setup? Check out the original forum post for all the details and join the conversation:
https://forum.mautic.org/t/bexio-plugin-connect-mautic-with-your-accounting-invoicing/
