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 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 T2M allows for the automatic transfer of data between these platforms. This allows you to automate many activities and design communications personalized for customers.

Zapier – Triggers and Actions

The integration between Zapier, Firmao and T2M URL Shortener 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. The Trigger can be a New Task, Company, Invoice or Deal created in Firmao.

Actions: are the specific actions that are taken as a result of triggers. The Action can be a New Branded Short URL.

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.

T2M: Get your Integration Key from T2M Dashboard > Integration Keys menu.

How to create working Zap:

We will show you how to create a working Zap with Firmao as a Trigger and T2M as an Action – of course you can test it yourself and do other interesting Zaps using those softwares together – many opportunities await!

1. Choose a trigger Firmao – this will be the factor that will trigger automation , ex. New Task.
2. Configure the first step.
3. Check the data and test the performance of Zap.
4. Configure second stage – Select T2M and choose what action the trigger should activate, ex. Create Branded Short URL.
5. Fill in the data you want to transfer from Firmao.
6. Test the performance of Zap.
7. The automation is ready! As a result, when a new Task is added to Firmao, the specific short URL will be created in T2M.

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 softwares.

How you can benefit using T2M with Firmao

• Branding: Custom URL shorteners allow you to use your own domain in shortened links, which reinforces your brand identity every time a link is shared. When integrated with a CRM system, this branding consistency extends to all communication channels, enhancing brand recognition and trust.
• Enhanced Customer Experience: Shortened URLs are cleaner and more user-friendly than long, complex links. By using a custom URL shortener integrated with your CRM system, you can provide a seamless and professional experience for your customers, leading to higher engagement and satisfaction.
• Personalization: CRM systems enable you to gather and analyze customer data, allowing you to personalize your marketing campaigns and communications. By combining this data with shortened URLs, you can create tailored messages that resonate with individual customers, driving higher conversion rates.
• Efficient Campaign Management: Custom URL shorteners make it easier to manage and track multiple marketing campaigns simultaneously. When integrated with a CRM system, you can automatically tag and categorize incoming leads based on their interactions with different shortened links, streamlining your campaign management processes.

What is Zapier?

Zapier is an online platform that helps you automate workflows by connecting the apps you use. This allows you to automate tasks.

When you set up and activate a new Zap, it will run its action every time the trigger event occurs.

Why should I enable this integration?

There is a saying that Eliminate, Automate, Delegate & free up or you won’t move up.

By connecting Zapier to T2M URL Shortener, you can create a link between your T2M account and hundreds of other apps and automate works.

For example, Zapier can create new short link in T2M when you receive new email in your Gmail inbox.

Who can set this up?

Anyone with a T2M Standard Plan account (or above) and a Zapier account can use this integration to create automatic workflow. You also need accounts with any of the applications you want to connect to.

T2M Zapier App Page: https://zapier.com/apps/t2m-url-shortener/integrations 

How do I connect Zapier to the T2M URL shortener to automate my work?

1. You need a T2M Standard Plan account, login into your T2M account.
2. Go to the dashboard of the T2M.
   
3. Click on Integration Keys menu item from left sidebar.
   
4. On “Integration keys” page, click on “Generate New Integration Key” button. And then you will get a new integration key with an integration secret to use like this below:
   
5. Now go to the Zapier website.
6. If you are new to Zapier, signup on the website first. And if you have an existing account, you can log in. You can also create a Zapier account with Google. In this example, we will show you account creation with Google on Zapier. It is very simple. Just click on “Continue as YOUR NAME”.
   
7. Answer a few questions like this below:
   
8. Now select what app you use. In this case, we are showing you with Gmail. So let’s click Gmail and click Finish setup.
   
9.  Create your own workflow on the Zapier dashboard. In this example, we are showing you how to create new short URLs from the attachments.
   
10. Now let’s sign in to the app, Gmail in this case.
    
11. After you sign in, click on continue.
    
12. Now set up the trigger as your need. For example:
    
13. Click on the Action section. Don’t test the trigger yet.
    
14. Now click on “Sign in to the T2M URL Shortener” to link your T2M account with Zapier
    
15. Now you will not need the Username and Password of your T2M URL Shortener account. You will need to enter the Integration Key and Integration Secret you have got in step 4.
    
16. Click on Continue.
    
17. Now set up an action. In this example, we are showing a long URL from the email attachment. And click on Continue.
    
18. Now click on Test & Continue.
    
19. Then turn on your Zap.
    

That’s how you can use T2M URL Shortener with Zapier. Contact us for any kind of help. Thanks for being with T2m link shortener.