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Automations & Integrations For Operating Efficiently Across Your Tech Stack

No platform should be an island

Our CRM is adaptable and well-connected, just like any good field sales team.

Explore how Bowimi seamlessly integrates with other platforms, making your data and activity more powerful than ever. 

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Automate

Your team can focus on closing deals while the admin work takes care of itself behind the scenes.

Unlock over 7,000 integrations

Zapier Logo

Connect Bowimi to Zapier and unlock over 7,000 integrations to supercharge your workflow and reduce manual admin. With Zapier, Bowimi helps you automate tasks like:

  • Creating and sending invoices
  • Sending emails (instantly or with a delay)
  • Sending notifications to Slack or Teams
  • Creating and updating calendar events
  • Syncing updates with CRMs like HubSpot, Salesforce, Pipedrive, or Zoho
  • Saving photos in Google Drive or Dropbox
  • Updating Google Sheets or Excel files

Our Customer Success team are experts at designing custom automations tailored to your business needs.

Have a specific query? Get in touch to learn how Bowimi can streamline your processes!

Integrate

Keep your tools connected and your team in sync with seamless integrations

Check out just some of our integrated apps and systems below.

Sync your Bowimi orders seamlessly with Xero.

Orders placed in Bowimi automatically register in Xero, enabling your finance team to track and approve invoices effortlessly. Simply match the products and customers stored in Xero with Bowimi, and eliminate the hassle of manual invoicing and tracking..

Take your reporting to the next level. While Bowimi provides robust in-platform insights, our Power BI app offers even more flexibility and customisation.

With our premium template app, you can start visualising your data without the need for complex builds. Need something more tailored? Our team can create fully customized reports to meet your unique requirements.

🎥 Check out how Bowimi’s data transforms in Power BI in this quick demo video.

 

Want to dive deeper into the value of Power BI reporting? Read our blog to discover how to make the most of it with Bowimi.

If your business relies on Elm for sales data, integrating it with Bowimi ensures every team stays in sync.

Elm tackles FMCG challenges like manual reporting across multiple dashboards, providing consistent, universal data from your retailers.

With Elm tasks automatically syncing to Bowimi on a weekly basis, you’ll see all your sales insights in one place. Ready to integrate? Contact us to explore the full potential of Elm and Bowimi.

If you’re in the brewing industry, you likely use specialised software to manage orders and distribution. Bowimi integrates with top brewery management platforms, making it easier for your field reps to access everything they need in one place.

Supported Platforms:

Breww and Brewman integrated in Bowimi

Already using brewery management software? Get in touch with our sales team to learn more!

Integrating your CRM with the tools you already use isn’t just convenient—it’s essential for running a more efficient and connected business. Here’s why.

  • Centralised Data

    Integrations turn your Bowimi CRM into a central hub, pulling in data from tools like accounting software and inventory systems. This eliminates silos, giving your team one clear source of truth.

  • Save Time, Cut Down Errors

    Manually moving data between systems is tedious and error-prone. Integrations automate these tasks, so your team no longer sink time into mundane admin.

  • See the Bigger Picture

    When your CRM connects to other platforms, you get richer insights. Linking field sales data with finance or marketing information helps you forecast better, spot trends, and make smarter decisions. With Bowimi you'll get one-click reports for all the powerful insights you need to share with stakeholders.

  • Stay Up-to-Date in Real Time

    Integrated systems keep your data in sync, so everyone is working with the most accurate, up-to-date information. You'll eliminate unnecessary delays, as well as guesswork. With all your contacts, locations, and visit history in Bowimi, you'll avoid duplicated tasks and get even better insights.

  • Work Better Together

    Bring your teams closer with connected tools. For example, integrating your CRM with Slack or Teams makes it easier for sales and support to stay on the same page. In-platform your reps and managers can see visit history across all locations, so for new team members or moving territories this is essential for them getting up to speed quickly.

  • Grow Without the Growing Pains

    As your business scales, your tech stack will grow too. A CRM that integrates seamlessly ensures you can adapt and expand without a headache.

  • Deliver a Better Customer Experience

    Even having the name of the customer you're going to speak to in your location overview can make all the difference when your reps are meeting hundreds of people a month. Let alone all of their order history, listings, product statuses, rates of sale... This makes customer interactions smoother, more personal, and far more efficient.

  • Reduce Costs

    Integrations save time, streamline processes, and reduce human error. All of this adds up to lower operational costs for your business. By integrating your CRM with the tools you already rely on, you’re not just managing data, you’re unlocking its potential to make your business more productive, connected, and insightful.

Book your free demo

By integrating your CRM with the tools you already rely on, you’re not just managing data—you’re unlocking its potential to make your business more productive, connected, and insightful.

To find out more about how to streamline your current tech stack, and leverage the power of Bowimi for your field sales team, book in some time with our Sales team through the calendar below.

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