Integrating a CRM system with a website built on WordPress allows you to connect all departments of your company, which can be an ideal solution for companies looking to revolutionize sales management and customer interactions.
Integrating WP All Export together with Firmao's CRM software via Zapier allows you to export data from a WordPress site directly into your CRM system. In this article, we'll take a look at how such an integration works and how it can help.
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.
Zapier — Triggers and Actions
The integration between Zapier, Firmao, and WP All Import 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 export in WP All Import.
Actions are the specific actions that are taken as a result of triggers. For example, when a new export is finished, a new task can appear in Firmao.
What Needs to be Done to Connect Applications in Zapier?
Firmao: Log into your account, click the button on the right corner (with the letter A — admin), then 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 the API login and Password, which are the credentials needed for you to sign into Zapier. You can set the rest simply via Zapier.
WP All Import: If you haven't linked your WP All Export account yet, Zapier will ask you to sign in. To connect Zapier to your WordPress site, you need your site's URL and your API key, which can be found in All Export › Settings. Then, in Zapier, go to this screen by using the + Connect a new account button.
How to Create Working Zap:
Before we start with Firmao configuration, prepare and customize your data export.
- Choose a trigger: WP All Export Pro — New Export File.
- Choose an account from which you want to do the export.
- Test the performance.
- Configure the second stage of Zap. Select Firmao and decide what action will be taken after the export is selected. For example, create a new task.
- Configure the first elements.
- Modify the elements. Change the name of the tasks, select priority, add a description, and then add to the task description the Export File from All Export Pro.
- Test the performance of the Zap.
- The automation is ready! As a result, you will see a new task with the Export File every time the export is completed. Try other variations of this integration in order to suit your needs.
Preparing the whole Zap took less than 5 minutes.
How You Can Benefit Using Firmao CRM with WP All Import
- All the information you need in one place, accessible at any time from anywhere in the world.
- Data analysis, reporting, and results tracking. The availability of current, up-to-date data allows you to adjust sales and marketing activities for current trends.
- Data security, which eliminates the need to store duplicate information. Access to customer data can be more controlled and secure.
- Data synchronization. Ensuring data integrity between your WordPress site and CRM system is key. Integration allows the automatic synchronization of information, eliminating the risk of data inconsistencies.
