Firmao and Rebump – How to Store Follow-up Email Data in CRM

Firmao & Rebump Zapier Integration

Apr 8, 2024 | Email Follow-Up | 0 comments

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

Rebump is the ultimate auto follow-up tool, equipping businesses and entrepreneurs with an innovative solution to enhance response rates and drive toward unparalleled success. With Rebump, you have the power to effortlessly stay connected, leaving no room for missed opportunities. Rebump ensures every message is seen, heard, and acted upon.

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 Rebump allows for the automatic transfer of data between these platforms. When a new Bump has been sent, the data will go straight to Firmao and create a new Task. This allows you to automate many time-consuming activities and ensures that you have up-to-date data.

Firmao and Rebump – Zapier Triggers and Actions

The integration between Zapier, Firmao, and Rebump 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, or Company in Firmao.

Actions: are the specific actions that are taken as a result of triggers. For example, when a new task is created in Firmao, a message can be tracked by Rebump.

What needs to be done to connect applications in Zapier?

Firmao: Log into your account, click on the button in the right corner (with the letter A – admin), and 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 an API login and Password – that’s the credentials needed for you to sign in Zapier. You can set the rest simply via Zapier.

Rebump: To connect the app to Zapier you’ll need API Key and Access ID. You can copy the API key when you enter Account Details in your Rebump app. Access ID is the email address that is used for the Rebump account.

How to create a working Zap:

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

  1. Choose a trigger Rebump – this will be the factor that will trigger automation, ex. Bump Sent.
  2. Configure the first step.
  3. Check the data and test the performance of Zap.
  4. Configure the second stage – Select Firmao and choose what action the trigger should activate ex. New Task.
  5. Fill in the data you want to transfer from Firmao. Select the priority of the task.
  6. Test the performance of Zap.
  7. The automation is ready! As a result, when a new Bump is sent, a new Task in Firmao will be created, which can work as a notification for your employees.

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 software.

How you can benefit from using Firmao and Rebump?

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

Improved efficiency: By automating follow-up processes within the CRM, employees can spend less time on manual tasks like sending reminders or scheduling follow-up appointments. This efficiency allows them to focus on more high-value tasks, such as building relationships with clients or closing deals.

Consistent communication: Automatic follow-up software ensures that communication with customers is consistent and timely. Whether it’s sending follow-up emails after a sales call or reminding clients of upcoming appointments, automation helps maintain a steady flow of communication without relying on manual effort.

Increased customer engagement: Regular follow-ups keep customers engaged with your brand and offerings. By staying in touch through automated emails, messages, or calls, businesses can nurture leads, provide valuable information, and address customer inquiries promptly, ultimately leading to higher customer satisfaction and loyalty.

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