In this article, we will show you how to connect Firmao with BulkSMS, and what you can use this integration for. It is extremely simple because it is done through Zapier.

What is Firmao?

Firmao is a Polish CRM / WMS process automation software available in the cloud. Dedicated to small and medium-sized companies, and thanks to its modular design, it provides a unique ability to quickly and easily adapt to the specific needs of any company. Firmao can be easily integrated with more than 1,000 external IT systems. Firmao is a European alternative to American systems such as Salesforce, HubSpot, India's Zoho, and Russia's Bitrix24.

Learn more here


What is Zapier?

Zapier is a platform that allows you to integrate different applications and tools, which allows you to automate your work. The integration between Zapier, Firmao and BulkSMS allows for the automatic transfer of data between these platforms. When you add a new Invoice in Firmao, the data will go straight to BulkSMS and send a new SMS Message. This allows you to automate many time-consuming activities and ensures that you have up-to-date data.

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Zapier - Triggers and Actions

Zapier - Triggers and Actions

The integration between Zapier, Firmao and BulkSMS offers various Triggers and Actions to automate the flow of data between these platforms.

Triggers: are the events that trigger automatic actions in the integration. For example the trigger can be a New Task, Invoice, Deal, Company in Firmao.

Actions: are the specific actions that are taken as a result of triggers. For example, when a new Company is added in Firmao, a SMS message can be sent by BulkSMS.

What needs to be done to connect applications in Zapier?

Firmao: Log into your account, click in to the button on the right corner (with letter A - admin), click “company settings”. On the left you’ll have different categories - click on Integrations. On the top click on “API”, then click “Enable API”. Here you’ll have API login and Password - that’s the credentials needed for you to sign in Zapier. You can set the rest simply via Zapier.

BulkSMS: When connecting BulkSMS to Zapier, simply log in using the credentials you used when registering with the application itself.

What needs to be done to connect applications in Zapier?
How to create working Zap

How to create working Zap

We will show you how to create a working Zap with BulkSMS as a Trigger and Firmao as an Action - of course you can test it yourself and do other interesting Zaps using those softwares together - many opportunities await!

  • Choose a trigger BulkSMS - this will be the factor that will trigger automation , ex. Message Received.
  • Configure the first step.
  • Check the data and test the performance of Zap.
  • Configure second stage - Select Firmao and choose what action the trigger should activate, ex. the Task will be created in Firmao.
  • Fill in the data.
  • Test the performance of Zap.
  • The automation is ready! As a result, when a message is received in BulkSMS, a new task will appear in Firmao.

Preparing the whole Zap took less than 5 minutes.

How you can benefit using BulkSMS with Firmao?

There is no doubt that integrating Firmao with BulkSMS can significantly improve overall efficiency in your company. Here are some key benefits that we want to highlight:

  • Improved Communication: SMS is a direct and effective way to communicate with customers. Integrating SMS with CRM allows businesses to send timely updates, notifications, reminders, and promotions to customers, improving communication and engagement.
  • Personalized Messaging: By integrating CRM data, businesses can personalize messages based on customer preferences, purchase history, and demographics. Personalized messages are more likely to resonate with customers and drive higher engagement rates.
  • Increased Efficiency: Automating SMS communication through CRM integration can save time and resources for businesses. Automated messages can be triggered based on specific customer actions or events, allowing businesses to stay in touch with customers without manual intervention
  • Higher Conversion Rates: SMS messages have high open and response rates compared to other communication channels. By integrating CRM with SMS, businesses can leverage this high engagement to drive conversions, such as promoting sales, discounts, or exclusive offers directly to customers' mobile devices.
How you can benefit using BulkSMS with Firmao?

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