Manual data entry is a nightmare. Even if you're a small company, manually sending data from a form or survey to your CRM can be extremely time-consuming. Thanks to Zapier, you can automate this process and send form submissions from Weavely to any CRM of your choice. In this article we’ll show how to integrate our form builder with Firmao CRM, and discuss how you and your company can benefit from this integration.
Firmao is a Polish CRM / WMS process automation software available in the cloud and is a European alternative to American software, such as Salesforce and HubSpot, or Indian Zoho. The integration between Zapier, Firmao and Weavely allows for the automatic transfer of data between the platforms. When you receive a new form submission in Weavely, the data will go straight to Firmao. This allows you to automate many time-consuming activities.
Zapier - Triggers and Actions
Now, let's explore the integration process within Zapier.
The tool offers various triggers and actions to automate the flow of data between Weavely and Firmao.
Trigger is an event that initiates a workflow within the integration. For example, when a new form submission occurs in Weavely, it serves as the trigger.
Action is a specific task performed automatically as a result of a trigger. For example, when a new form is submitted, a lead record/a new contact/a company is automatically created or updated in Firmao.
How to connect applications in Zapier?
To integrate one tool with another via Zapier, you also need to connect each of them to the latter. In our case, you will need to connect your Weavely and Firmao accounts to Zapier.
Firmao: Log into your account, click the button on the right corner (with letter A - admin) and choose “Company settings”. On the left you’ll see different categories - click "Integrations". At the top select “API”, then click “Enable API”. There you will see your API login and password, those credentials needed for you to sign into Zapier. You can set the rest simply via Zapier.
Weavely: When connecting Weavely to Zapier simply sign in using your Weavely account. Here you can read a more detailed instruction on how do this.
How to create a working Zap:
Finally, let's create a working zap! In our example Weavely has a trigger function, while Firmao serves as an action. Imagine the form collects data from the companies, and you want to register those companies' contacts in Firmao.
1. Choose a trigger: a new form submission in Weavely
2. Configure the first stage: choose which form you want to retrieve responses from
3. Test the performance
4. Choose an action: select Firmao
5. Configure the second stage: choose what action the trigger should activate. For example, a company will be created in Firmao
6. Fill in the data: fill in the data regarding the fields from Weavely
7. Test the performance
The automation is ready! As a result, when a new form is submitted, a contact of a company will be created in Firmao.
Preparing this whole Zap took less than 5 minutes. Of course, there is more than one way to create a Zap. Test it yourself to find the perfect connection between our softwares.
Benefits of using Firmao CRM with Weavely
Combining strengths of different software solutions helps companies to reduce costs, and to be more efficient and client-oriented. Here are some key aspects how integrating a form builder for Figma Weavely with Firmao CRM can be beneficial:
- Easy-to-use form generator - let AI generate your forms in Figma with the help of Weavely and send the answers straight to Firmao CRM.
- Latest customer data - integration allows seamless data transfer between Weavely and Firmao CRM, reducing manual data entry and minimising errors. What's more, you can analyse data in the CRM to get insights into what your customers want.
- Better customer approach - listen to your customers' needs. Create forms where customers can share their expectations and prepare personalised offers for each customer.
- Better customer relationship management - with a unified system, customer relationships can be managed more effectively. This includes tracking customer interactions, managing potential customers and providing personalised service based on consolidated data.
- Lead generation - Capture more leads for your marketing campaigns with stunning custom forms that send lead information directly into Firmao.
- Customer-friendliness -custom and clear forms are a better way to connect with a new customer than old-fashioned methods.
