How To Sync Data Between Apps for Seamless Operations

How To Sync Data Between Apps
By Julia Gavrilova ·
7/23/2024
·
3 min. read

In this article

Managing multiple apps in your daily workflow is unavoidable. You might be using a CRM to manage leads, a spreadsheet to track performance, an email tool for outreach, and a messaging platform for team updates. But unless those apps are connected, you're constantly switching tabs, copying data manually, or risking data getting lost in the shuffle.

In this article, you’ll learn how to sync data between different apps automatically using integration platforms—saving time, reducing errors, and keeping your systems up to date.

Why syncing data between apps matters

Without synchronization, your data becomes fragmented. For example:

  • A lead submits a form, but doesn’t appear in your CRM.
  • Your sales team closes a deal, but finance doesn’t know.
  • You update a product list in one tool, but forget to copy it elsewhere.

These disconnects waste time and create friction in your processes. Syncing apps helps ensure that everyone—and every tool—works with the same up-to-date information.

Common data sync use cases

Here are a few everyday examples of why teams sync data between apps:

  • Sales: Sync contacts from a lead capture form to a CRM like Pipedrive or HubSpot.
  • Marketing: Transfer email subscribers to tools like Mailchimp or Brevo automatically.
  • Operations: Keep inventory levels synced between e-commerce platforms like Shopify and spreadsheets.
  • Support: Log support tickets from chat platforms into helpdesk tools.
  • Finance: Move transaction data from Stripe or PayPal into accounting software or Google Sheets.

How to sync data with integration platforms

You don’t need to build your own APIs or write complex code. Tools like Albato make it easy to sync data between apps with a visual, no-code interface.

Here’s how a typical sync process works in Albato:

1. Set the trigger

Define what event should start the sync. For example: “New row in Google Sheets” or “New contact in HubSpot.”

2. Set an action

Choose what happens next. For example: “Create message in Slack” or “Update record in Airtable.”

3. Map the data

Use Albato’s interface to select what fields should transfer from the source to the destination—like names, emails, order amounts, or timestamps.

4. Test and activate

Albato gives you live testing tools to make sure the sync works before you publish it.

One-way vs two-way sync

  • One-way sync pushes data in a single direction. Example: New Shopify orders → Add to Google Sheets.

  • Two-way sync keeps both apps updated with changes from either side. Example: Update a contact in your CRM → Also update it in your email tool.

Albato currently supports one-way sync scenarios but offers powerful control over how, when, and what data flows between apps.

Why use Albato to sync data?

Albato stands out for several reasons:

  • Supports hundreds of popular apps: CRMs, spreadsheets, email, chat, e-commerce, and AI tools.
  • No-code interface: Anyone can build automations with clicks, not code.
  • Multi-step workflows: Automate full processes, not just simple pairs.
  • Built-in filters and conditions: Fine-tune what data gets synced and when.
  • AI integration: Use tools like ChatGPT or Gemini to summarize, enrich, or transform data as it moves between apps.

Whether you're syncing leads, orders, messages, or content, Albato helps you move data efficiently and securely.

Summing up

Manually moving data between apps slows you down and opens the door to costly mistakes. By syncing your tools with an automation platform like Albato, you can ensure your information is always up to date across systems—without the manual work.

Ready to sync your first apps? Sign up for Albato and explore its growing library of integrations to start automating your business today.


Julia Gavrilova
Content Strategist at Albato
All articles by the Julia Gavrilova
Writes about artificial intelligence, SaaS, and tech for 8+ years. In her free time, enjoys reading good books and trying out new foods.

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