How to integrate Elastic Email with Firmao through Zapier

On this article, we are going to clarify how to hyperlink your Elastic Email and Firmao accounts utilizing Zapier. This may assist you automate your work, particularly when it comes to every day, repetitive and handbook duties. Such automating processes saves time and reduces handbook processes amongst all group members.

Firmao is a Polish CRM / WMS course of automation software program out there within the cloud. It has been bought in Poland and international markets for 13 years.

Devoted to small and medium-sized corporations, and thanks to its modular design, it gives a singular potential to shortly and simply adapt to the particular wants of any firm. Firmao will be simply built-in with greater than 1,000 exterior IT programs. Firmao is a European various to American programs corresponding to Salesforce, HubSpot, Indian Zoho, and Russian Bitrix24.

Zapier is a workflow automation software program that enables you to integrate varied instruments to be utilized in the identical workflow and create automated duties. An instance of such integration will be Firmao and Elastic electronic mail. 

Zaps – triggers and actions

The thought behind Zapier is that you just create zaps – a activity linking two purposes to automate your workflow. It has a set off and an motion.

Triggers are the occasions that set off automated actions within the integration. For instance, the set off is usually a New or Up to date Firm in Firmao.

Triggers lead to particular actions referred to as actions. For instance, when a person creates a New or Up to date Firm in Firmao, the system provides the Contact in Elastic Email with stuffed customized fields.

How to join Elastic Email and Firmao through Zapier

You want to take sure actions to join Elastic Email and Firmao through Zapier. In fact, you want to have an account in these three instruments. Then, you’ll want to generate API keys in your Elastic Email and Firma accounts.

Elastic Email

Log into your account, go to Settings, then to Handle API Keys, and Create. At this level, you may set customized permissions and elective entry in your API key. There you’ll have the API key wanted to check in Zapier. Copy and paste it when connecting apps in Zapier. 

Firmao

Log into your account, click on on the button in the proper nook (with the letter A – admin), and click on Firm Settings. On the left you’ll have completely different classes – click on on Integrations. On the highest click on on API, then click on Allow API.

Right here you’ll have an API login and Password – that’s the credentials wanted for you to check in Zapier. You may set the remainder merely through Zapier.

How to create a Zap

Arrange Set off App & Occasion

To begin creating Zaps, click on on the Create Zap button, and begin by establishing the Set off. You want to seek for Firmao within the Select App & Occasion search field and choose it. Then, you want to select the set off occasion, e.g., “New or Updated Company” or “New or Updated Deal”. Listed here are all of the triggers you may select for Firmao:

• New or Up to date Bill
• New or Up to date Product
• New or Up to date Firm
• New or Up to date Activity
• New or Up to date Deal

Then, you will want to join your Firmao account to Zapier. So, observe the prompts to log in to your Firmao account and permit Zapier entry.

Then, you want to customise the set off by establishing any filters or particular circumstances in your set off (e.g., solely set off when a contact is added with a selected tag). Subsequent, Zapier will fetch a pattern set off to take a look at if every thing is about up appropriately. Ensure that the pattern knowledge matches your expectations.

In fact, you can even set Elastic Email as your Set off App, and select Set off occasions like:

• Marketing campaign Despatched
• Contact Added

Arrange Motion App & Occasion

Now it’s time to configure the second step – selecting Motion App and Occasion. Seek for Elastic Email within the Select App & Occasion search field. Choose Elastic Email as your motion app.

Then, select an motion occasion, corresponding to “Send Email” or “Add Contact”. This motion will likely be carried out in Elastic Email when the set off occasion happens in Firmao. Listed here are all of the actions you may select for Elastic Email:

• Add Contact
• Ship Email
• Delete Contact
• Create Listing
• Unsubscribe Contact
• Discover Contact
• Discover All Contacts within the Listing

Subsequent, you will want to join your Elastic Email account to Zapier. Comply with the prompts to log in to your Elastic Email account and permit Zapier entry.

Customise the motion by establishing the motion with the info from Firmao. For instance, in case your motion is to ship an electronic mail, configure the recipient, topic, physique, and so on., utilizing the info fields from the set off step. Then, run a take a look at to see if the motion works as anticipated. This sends a take a look at electronic mail or provides a take a look at contact in Elastic Email to guarantee your Zap is functioning appropriately.

In fact, you can even set Firmao as your Motion App, and select Motion occasions like:

• Create Firm
• Create Deal
• Create Activity

As soon as every thing is about up and examined, give your Zap a reputation. Flip in your Zap to activate the workflow automation.

Instance Use Instances for Elastic Email and Firmao Integration

In case you want a bit of bit of additional inspiration on how you should utilize Elastic Email and Firmao collectively, listed here are just a few use instances for you:

1. Automated Welcome Emails: When a brand new contact is added to Firmao, robotically ship a welcome electronic mail to them through Elastic Email.
2. Comply with-Up Emails for Up to date Offers: When a deal standing modifications in Firmao, ship a follow-up electronic mail to the shopper or gross sales group.
3. E-newsletter Subscription: Mechanically add contacts from Firmao. to your publication listing in Elastic Email, holding your electronic mail listing up to date.

How to integrate Elastic Email with Firmao – conclusion

We hope you now see how simple and helpful it's to integrate Elastic Email with Firmao through Zapier. By following just a few easy steps, you may automate enterprise processes, save time and sources, improve lead administration, and enhance buyer relationships. You may higher synchronize your knowledge and ship extra focused electronic mail campaigns. And one of the best half is, this integration will scale as your online business grows.