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

KrispCall is a cloud telephony platform designed to streamline your business communications. With KrispCall, you can manage calls, messages, and customer interactions from a single interface, making it easier to stay connected and productive. KrispCall is the most cost-effective and value for money communication tool in the industry.

Key Features

• Unified Communication: Consolidate all your communication channels – voice, SMS, and instant messaging – into one easy-to-use platform.
• Virtual Numbers: Acquire local, toll-free, or international numbers to establish a presence in different regions without physical offices.
• Call Management: Advanced call routing, call forwarding, IVR, voicemail, and call recording to enhance your customer service.
• Team Collaboration: Integrated tools for team messaging, conferencing, and shared phone lines to improve internal communication.
• Scalability: Easily scalable to accommodate your business growth, whether you are a startup or an enterprise.

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 KrispCall allows for the automatic transfer of data between these platforms. When you issue a new Invoice, the data will go straight to Krispcall, resulting in sending an SMS message to the customer. This allows you to automate many time-consuming activities and ensures that you have up-to-date data.

Zapier – Triggers and Actions

The integration between Zapier, Firmao and Krispcall 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 created in Firmao, a new Contact can be created in Krispcall.

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.
Krispcall: To connect Krispcall with Zapier you need API Key and Secret Key. Both credentials you can receive in the settings. Go to “Settings”, click on “Developer”. Copy and paste credentials to Zapier.

How to create working Zap:

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

1. Choose a trigger Firmao – this will be the factor that will trigger automation, ex. New Invoice.
2. Configure the first step.
3. Check the data and test the performance of Zap.
4. Configure second stage – Select Krispcall and choose what action the trigger should activate, ex. the SMS message will be sent to a customer.
5. Fill in the data in the correct order, write a template of a message.
6. Test the performance of Zap.
7. The automation is ready! As a result, when a New Invoice is generated in Firmao, the data will go to Krispcall resulting in sending a SMS message. 

Preparing the whole Zap took less than 5 minutes. Of course there is more than one way to create the Zap. Test it yourself to find the perfect connection between our softwares. 

How can you benefit from using Krispcall with Firmao?

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

1. Improved Communication Efficiency

Combining CRM with VOIP and SMS provides a single platform for all communication channels, allowing seamless management of customer interactions. Moreover, thanks to the integration, employees can quickly access customer information, call history, and communication logs without switching between different systems.

2. Enhanced Customer Experience

CRM systems store detailed customer information, enabling personalized communication through VOIP and SMS based on customer preferences and history. Automated SMS and call features can be used to send timely updates, reminders, and notifications to customers, improving their experience.

3. Better Data Management and Analysis

All communication data is stored in the CRM, providing a comprehensive view of customer interactions and making it easier to analyze and extract insights. In addition, integrated systems offer advanced reporting and analytics capabilities, helping businesses understand communication patterns and customer behavior.

4. Improved Customer Retention and Satisfaction

Automated follow-ups and timely responses help in building stronger customer relationships and improving retention rates. Easy collection and management of customer feedback through SMS surveys or follow-up calls help in understanding customer needs and improving services.

5. Increased Sales and Marketing Effectiveness

Targeted Campaigns: The ability to segment customers based on their interaction history allows for more targeted and effective marketing campaigns.

Lead Management: Efficient tracking and managing of leads through integrated communication tools help in converting prospects into customers more effectively.

Integration with KrispCall works through Zapier, but if you are interested in native integration – contact us at marketing@firmao.io and let us know so that we could react to your needs!