Firmao

The Firmao connector brings all contacts or all companies of your Firmao account into a Dialfire campaign.

For the principles shared by all connectors, see How connectors work.

Requirements

• A Dialfire account and a Firmao account.
• A Dialfire user with administrator rights.
• Administrator access to Firmao, to switch on the API.

Step 1: Switch on the Firmao API

1. In Firmao click Admin, then Company Settings.
2. Open the Integrations tab, then the API tab, and switch the API on.
3. Firmao shows the API login and the password. Note them down.

Your Organization ID is the number in the address bar after you log in to Firmao. If Firmao opens at https://system.firmao.net/1234, your Organization ID is 1234. It is also shown under Company Settings → Integrations → API.

Step 2: Connect Firmao

1. Open connect.dialfire.com/connectors/firmao and sign in to Dialfire with your administrator user.
2. Enter the Organization ID, the API Login and the API Password, then click validate and save.

Step 3: Link contacts or companies

1. Firmao object type: choose Contacts or Companies. All records of that type are linked. There is no filter.
2. Choose the Dialfire campaign type and a title, then click .

Step 4: Fields and phone number

Open the binding with . Name, phone, e-mail, address and description are preselected. Your custom fields are available too. For contacts, the company's fields come along.

Phone number: Dialfire dials the Firmao Phone field.

How the synchronization works

• Each synchronization fetches the records created or changed since the previous one. It runs about every 10 minutes while the campaign is being called, or when you click Synchronize.
• Records deleted in Firmao stay in the Dialfire campaign.

Need help?

New to Dialfire? Have a look at our documentation or contact our support team.