Firmao SMS Integration

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.

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.