How to Integrate Your Firmao Account with KrispCall?

Firmao is a customer management software that helps businesses manage customer relationships and daily operations more efficiently. Whereas KrispCall is a cloud-based phone system that makes business telephony easier by using VoIP technology. Therefore, their integration improves business telephony, increases productivity, and smoothens workflow.

Let’s discuss the features, benefits, and guides to integrate Firmao account with KrispCall and also go over some simple steps to help you set that up.

Features Unlocked By Integrating Firmao With Krispcall

Through the integration of Firmao with KrispCall, you can access various features that can significantly transform how your business handles different client calls. This change helps you to boost efficiency, productivity, and customer satisfaction seamlessly.

1. Click-to-Call Functionality

By integrating Firmao with KrispCall, you can use click-to-call functionality. With this functionality, you can initiate phone calls directly from the Firmao CRM interface. That means by simply clicking on a contact’s phone number within the CRM, the call is placed through the KrispCall system. As a result, it eliminates the need to manually dial numbers, which helps to save time and reduce errors while dialing numbers.

Please note that in order to enable click-to-call functionality, it’s necessary to install the KrispCall Dialer extension on your browser. You can conveniently locate and install the extension by following this link.

2. Automatic Call Logging

KrispCall + Firmao integration ensures that every call made or received through KrispCall is automatically recorded and logged within the Firmao CRM system. That means it automatically tracks and documents all call data, including the date, time, duration, caller ID, and call notes, in the CRM in real-time. Therefore, this integration eliminates the need for manual call details entry, which allows employees to focus on productive tasks rather than administrative work.

3. Screen Pop-Up With Caller Information

Integrating Firmao with KrispCall can help you access the screen pop-up feature for caller information. This feature displays relevant information about an incoming call directly on your screen. You get information like the caller’s name, phone number, associated company or account, and any previous interaction history. All this information helps you to greet customers by name and quickly understand their needs, which strengthens customer relationships and improves satisfaction.

4. Call Analytics And Reporting

The call analytics and reporting feature that you can use by integrating Firmao with KrispCall assists you in analyzing and generating reports based on call data. You can get information Like call duration, frequency, origin, destination, and agent performance. All this information gives valuable insight into your call center operation and helps you identify areas for improvement.

5. Contact Synchronization

When you integrate Firmao into KrispCall, you can automatically update and align your contact information across different platforms or systems. This feature ensures that contact details, such as names, phone numbers, email addresses, and other relevant information, are consistent and up-to-date across all platforms. That means when a contact is updated in one platform, the changes are automatically reflected in all connected systems, ensuring data accuracy and accessibility.

Benefits Of Integrating Firmao With Krispcall

Integrating Firmao with KrispCall offers several benefits that enhance business telephony efficiency and manage customer interaction. Here are five major benefits:

1. Better Business Telephony

Integrating Firmao and KrispCall lets you perform all telephony activities on a single platform. This means you can make, receive, and manage calls directly from the Firmao interface. As a result, you don’t have to use multiple tools to perform different telephony activities, thereby providing better telephony service for your business.

2. Increased Agent Productivity

Firmao integration with KrispCall allows users to make and receive calls directly within Firmao’s interface, eliminating the need to switch between multiple applications. This integration also offers features such as click-to-call and automatic call logging, which help streamline workflow, save time, and boost productivity.

3. Centralized Contact Management

KrispCall and Firmao integration allows you to maintain a centralized database for all contact information, including customer details, suppliers, partners, and internal team members. As a result, the need for multiple contact lists across different platforms or departments is eliminated. Not only that, it saves time that would otherwise be spent manually searching through different systems.

4. Smooth Workflow

Connecting the Firmao and KrispCall systems creates a smooth workflow by offering features like a unified interface, call logging, click-to-call functionality, and real-time synchronization. These features help you manage tasks better, save you time, and reduce administrative work to smoothen your workflow.

5. Personalized Interactions

Connecting the Firmao and KrispCall systems helps you have more personalized customer conversations. When you get a call, you can see detailed information about the caller, which allows you to communicate with them in a helpful way. This leads to better customer loyalty and makes the customer experience more consistent, which lets you provide effective customer service.

How to Integrate Firmao Account with KrispCall?

Step 1: Log in to your KrispCall account and Go to Settings.

Step 2: In the Settings menu, you’ll find Integrations under App Settings. Click on it.

Step 3: Clicking this will bring up a list of business tools and CRM software you can integrate with KrispCall. To integrate KrispCall with Firmao, click on the Connect → button just below Firmao.

Step 4: After clicking on the connect button, a pop-up window will appear asking for Organization ID, Username, Password, and Email.

Step 5: To get the Organization ID, username, password, and email, go to the Firmao account and Company settings.

Step 6: Now go to integrations, view the API on the upper right side of the page, and click on it.

Step 7: A page will appear displaying API login and password.

Note: The user must generate a new password for the first-time integration.

Step 8: Copy the API login and password and paste them in the pop-up box of KrispCall in the Username and password field respectively. Also, copy the Organization ID from the Firmao URL and paste it into the ID field of KrispCall.

Step 9: Click on the submit button and CRM integrated successfully message will pop up and Firmao will be displayed in active integrations of KrispCall.

Integration settings

After integrating Firmao into KrispCall, users can enable/disable different settings. Here first comes the general setting.

Point to remember: When the integration is done for the first time, all the setting options for general and workflow settings will be on by default.

1. General Settings

The three dots of active integration have two options: “Edit and delete.” To edit the integration, click on the three dots and choose the edit option. The edit option provides different settings options, where users can make changes according to their requirements.

After clicking the edit option, three options are now available under general settings.

Under general settings, there are now 3 settings options available.

1. Create new contacts for calls: Add new contacts to the address book in Firmao. This option is used for one-way contact sync contact created in KrispCall should be synced to Firmao if the toggle is on.
2. Contacts 2-Way sync: Contacts added and updated in KrispCall must synchronize in Firmao and vice versa. This option is used for two-way contact synced where contact created and updated in KrispCall should be synced to Firmao and vice-versa when the toggle is on. Also, after toggling on/off the old contact in Firmao and KrispCall should be synced.
3. Notes logging: Drop only notes in call details. This option is used to save/sync notes to Firmao only when the toggle is on.

2. Workflow settings

The workflow setting is present just after the general settings.

Under workflow settings, there are 5 settings options available till now.

1. Log outgoing answered calls as Calls(engagements)/ Disabled. By making disabled the log of outgoing answered calls will not be saved/synced. By making calls(engagements) the log of outgoing answered calls will be saved/synced.
2. Log outgoing unanswered calls as Calls(engagements)/ Disabled. By making disabled the log of outgoing unanswered calls will not be saved/synced. And by making calls(engagements) the log of outgoing unanswered calls will be saved/synced.
3. Log incoming answered calls as Calls(engagements)/ Disabled. By making disabled the log of incoming answered calls will not be saved/synced. By making calls(engagements) the log of incoming answered calls will be saved/synced.
4. Log incoming unanswered calls as Calls(engagements)/ Disabled. By making disabled the log of incoming unanswered calls will not be saved/synced. By making calls(engagements) the log of incoming unanswered calls will be saved/synced.
5. Log voicemails as Calls(engagements)/ Disabled. By making disabled the log of voicemails will not be saved/synced. And by making calls(engagements) the log of voicemails will be saved/synced.

3. Connected Numbers

The connected numbers setting is present just after the workflow setting.

Under connected numbers, there is only 1 option available till now.

1. Log phone calls for these phone numbers: In this option, the list of purchased numbers will be shown. This setting is used to ensure the log of selected numbers will only be saved in Firmao.