In this article
Albato Data Storage is a powerful tool that allows you to store and organize your data with flexibility. You can update each entry's parameters dynamically and find the information you need.
It is similar to Google Sheets, where you can save records, manage unique keys, and customize parameters. Each saved entry is like a row in the table, with column 'A' always serving as the unique key (ID) for the entry. You can fill in the remaining columns with the required information and name the fields according to your preference.
Use cases
Check out some examples of helpful use cases that can be performed with the tool.
Integrate CRM systems
We use Albato Data Storage to connect two CRM systems seamlessly, ensuring smooth deal synchronization. It works like this: Whenever a new deal appears in the first system, a matching deal is automatically generated in the second system. The deal ID from the first CRM, created within a designated column in Albato Data Storage, is the key to this connection.
During the initial setup, the first CRM transfers a deal, and the second system swiftly creates a copy. The ID data from both systems is securely stored in Albato Data Storage for future reference. When you update a deal in the first CRM, you can easily locate the corresponding ID in the second system through Albato Data Storage and update the deal accordingly. This process ensures the accuracy and alignment of data between the systems.
Aggregate data
Transferring contact data from one CRM system to another database in bulk can be challenging due to limitations and potential errors.
Albato Data Storage simplifies this process: one integration gathers new and updated records from the CRM and stores them in Data Storage. Then, another integration automatically exports the accumulated batch of data to the target system once a day, streamlining the entire operation.
Get an alternative to Table Lookup
Albato Data Storage provides a Table Lookup feature that seamlessly matches statuses and other data between different CRM systems.
For example, if the status 'New Deal' in CRM 1 with ID 123 corresponds to the status with ID 456 in CRM 2, you can upload the status matching table into Data Storage just once, and use it across all integrations without repetitive setup. In addition, Data Storage can have new statuses dynamically updated or added through a separate integration, which improves flexibility in data management.
How to connect Albato Data Storage
To use Albato Data Storage, the first step is to create a connection. To do this, go to the Apps section and click the Add a connection button.
Select the app and click the Add a connection button.
Come up with a name for your connection and specify the variables that will be used.
Variables are the columns in your virtual table in Albato Storage. The 'A' column serves as the unique entry key, while the remaining columns contain variable data. To add a variable, simply type its name and press Enter to move to the next row.
For instance, if you want to get deals from a CRM and save their ID, status, update date, and an external ID from another CRM in one entry, you need to define three variables. The deal ID will be used as the record key.
Fill in the field as follows:
Once you have entered all the required variables, your connection will be ready to use. The variables you have configured will be available as fields when setting up automations in Albato. Remember that you can always go back to the connection settings to add new variables, remove unnecessary ones, or modify existing ones. It is important to note that if you change the name of a variable, the associated fields in previously configured automations will stop, as their code will change.
The created connection looks like this:
In conclusion, the Data by key tab displays all the entries saved in your storage. You can create and use multiple connections based on your tasks.
