Firmao + Relatel Integration

Integrate Firmao to Relatel in one click, or tell Integrately AI how you want each call handled. Log new calls as customer records, update group assignments, adjust do not disturb status, and trigger follow-ups automatically.

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1.
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
  • Relatel
    Call is created in Relatel
Arrow Right
2.
  • Firmao
    Create customer in Firmao
  • Firmao
    Create task in Firmao
  • Relatel
    Update do not disturb in Relatel
  • Relatel
    Add employee in to group in Relatel
  • Relatel
    Change outgoing number for calls in Relatel
  • Relatel
    Remove employee from group in Relatel

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Ready Workflows Ready Workflows for Firmao + Relatel Integration

Capture calls, create customer records, update group assignments, adjust do not disturb status, and trigger tasks, all in just one click.

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Connect more apps to your Firmao + Relatel flow

Send captured customer data and telephony events straight to your CRM, email tools, or team channels the moment an action occurs. Pick a combination and activate it in one click.

Firmao
Relatel
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
+
StripeStripe (4)
R
F
S
Create a Firmao customer for every new Relatel call, and log it in Salesforce
Incoming Relatel calls automatically generate a new customer in Firmao and a corresponding record in Salesforce without manual data entry.
F
R
S
Update do not disturb in Relatel when a Firmao customer is created, and create a task in Salesforce
New Firmao customers update Relatel do not disturb settings and open a new follow-up task in Salesforce instantly.
F
R
S
Remove an employee from a Relatel group when a Firmao task is created, and update Salesforce
Firmao task creation triggers Relatel group updates and modifies the corresponding Salesforce record.
R
F
S
Create a Firmao task from a Relatel call, and open a case in Salesforce
Relatel call events generate Firmao tasks and open support cases in Salesforce automatically.

Supported triggers and actions for Firmao and Relatel

Mix and match to build the exact automation you need

Firmao
Firmao Triggers & Actions
Customer is created in Firmao
Triggers the automation when a new customer is created
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Task is created in Firmao
Triggers the automation when a new task is created
Try it →
Create customer in Firmao
Adds a new customer to the database
Try it →
Create task in Firmao
Creates a new task
Try it →
Relatel
Relatel Triggers & Actions
Call is created in Relatel
Triggers the automation when a new call is made
Try it →
Update do not disturb in Relatel
Updates the 'do-not-disturb' status
Try it →
Add employee in to group in Relatel
Adds employee to particular group within the organization
Try it →
Change outgoing number for calls in Relatel
Updates the caller id for outgoing calls
Try it →
Remove employee from group in Relatel
Removes an employee from a group
Try it →

What can you automate with Firmao + Relatel?

Streamline your customer records and telecommunications workflows with ready-to-run automation recipes.

What you can automate?
📞
Create Firmao customers from Relatel calls
Capture incoming call details from Relatel and create new customer profiles in Firmao automatically without manual copying.
📋
Capture all submitted customer and call details
Map complete customer information and call logs between Firmao and Relatel to keep your database fully detailed.
🔔
Notify your team the moment a call arrives
Alert staff instantly across communication channels when new calls are logged or customer records update.
🔀
Route tasks based on specific field values
Send tasks and customer updates to different Relatel employee groups depending on data submitted in Firmao.
🔄
Keep records synchronized as details change
Update existing customer information in Firmao whenever call statuses or telephony configurations change in Relatel.
🛡️
Upsert customer records without duplicates
Check existing Firmao customer databases before creating new entries from incoming Relatel calls to avoid duplicate profiles.
⏱️
Handle later status changes and follow-ups
Trigger do-not-disturb updates and task creations when customer workflows reach specific milestones in Firmao.
🔗
Extend your workflow to external apps
Send automated data from your Firmao and Relatel integration straight into HubSpot, Slack, or Gmail for complete team visibility.
And much more...

Who is Firmao + Relatel integration for?

Connecting Firmao and Relatel helps teams manage telecommunications and business information without manual data entry across customer records and call logs.

Performance analysts
Performance analysts
Support managers
Support managers
Account managers
Account managers
Operations teams
Operations teams
Sales representatives
Sales representatives
Compliance officers
Compliance officers
📈
Performance analysts
You're reviewing customer interaction metrics in Firmao, but your call logs in Relatel stay disconnected so your weekly reports miss critical activity — this integration means every new call populates your records automatically and your numbers stay current.
Support managers
You need to act fast when client requests arrive in Firmao, but delays in updating Relatel groups leave your team in the dark — with this integration, call events update employee assignments instantly and nobody misses a beat.
🤝
Account managers
You answer to clients tracking their onboarding tasks in Firmao, but missing phone records in Relatel leave gaps in your progress updates — automating both apps means every call and task syncs up so clients see complete records.
🔄
Operations teams
You're handling high volumes of incoming customer tasks in Firmao, but manual telephony updates in Relatel cannot keep pace with your queue — with this integration, every action triggers automated group changes so your system handles volume without manual delays.
🎯
Sales representatives
You own the next sales step in Firmao after initial outreach, but waiting for manual Relatel updates slows down your pipeline — connecting these apps means new customers trigger instant status updates so you can follow up immediately.
📋
Compliance officers
You need a reliable history of customer interactions in Firmao, but missing call links in Relatel leave audit gaps in your timeline — automating both apps means every record matches up for complete compliance tracking.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Firmao + Relatel

Build and manage your Firmao + Relatel automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Firmao + Relatel with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Firmao to Relatel?
Frequently Asked Questions
You can connect Firmao to Relatel instantly using 1-click automations on Integrately, along with HubSpot, Slack, and Gmail. It takes only a few minutes to set up your workflows.
How can I automatically create Firmao customers from Relatel calls?
Frequently Asked Questions
Can I connect Firmao, Relatel, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Firmao and Relatel?
Frequently Asked Questions
How does Firmao handle customer data in automations?
Frequently Asked Questions
How does Relatel manage employee group assignments in workflows?
Frequently Asked Questions
Can I set up Firmao and Relatel integrations without coding?
Frequently Asked Questions
Is the Firmao and Relatel integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Firmao or Relatel With 1500+ Other Apps

Firmao
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Relatel
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