Integrate Firmao CRM with Bilionis via Zapier

Published: 11.06.24CRM

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

With Bilionis you can directly contact purchasing managers in Italy and around the World and send new leads to your CRM. Bilionis also has special automated features to get new B2B customers in specific countries, such as: Italy, Germany, France, Spain, England, USA, Canada, Australia.

Zapier is a platform that allows you to integrate different applications and tools to automate your work. The integration between Zapier, Firmao and Bilionis allows for the automatic transfer of data between these platforms. When a new Message is received in Bilionis, the data will go straight to Firmao, creating a new Deal. 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 Bilionis 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.

Actions: are the specific actions that are taken as a result of triggers. 

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.

Bilionis: To connect Bilionis with Zapier you need API Key and email address, which was used to create an account. To receive API Key go to your Billionis account, in the Dashboard > API section. Then, generate a new API Key and copy it. 

How to create working Zap:

We have two ways to do the Zap:

  1. (Recommended) You can use an already prepared Zap template. It will create a new Deal in Firmao, when a New Message is received in Bilionis. The Deal will be visible for your sales team, who then can approach a new potential client. This is a very simple solution, as it requires only a few credentials from the user.
  1. You can configure Zap manually by selecting the desired triggers and actions from the list in Zapier. This will require manual configuration of every aspect of Zap. However, this can be beneficial if you have specific needs that the template does not meet.

How can you benefit from using Firmao CRM with Bilionis?

Bilionis can bring contacts to companies looking to sell their B2B products and services to businesses in the Italian-speaking market. The integration will allow leads generated by Bilionis to be imported into the Firmao CRM sales pipeline. Here are some key aspects in which your company will greatly benefit by this integration:

Streamlining the lead acquisition process

The integration allows automation of many lead acquisition tasks, such as qualifying leads, adding them to the CRM system and assigning them to the appropriate sales representatives. This frees up staff time to focus on building relationships with leads and converting them into customers.

Improved quality of leads 

The integration allows you to collect and store detailed information about leads in one place. This allows you to better segment leads and target them with personalized messages, increasing the likelihood of conversions.

Improved communication 

Integration facilitates the sharing of lead information between marketing and sales teams, which provides better coordination of activities and increases the chances of lead conversion.

Increased ROI

Integration can lead to significant increases in conversions and ROI of marketing campaigns.

Author Avatar Sebastian Czubak

Chief Operating Officer. Responsible for overseeing all aspects of the company's operational activities. He has extensive experience in the CRM software industry and successfully leads teams in product development, marketing, sales, and customer service. He is responsible for building knowledge and awareness of Firmao among customers.

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