Agile CRM and Close integration

Q: Why is Albato the best alternative to Zapier for integrating Agile CRM and Close?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Agile CRM and Close. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Agile CRM and Close, Albato is the way to go!

Albato streamlines the process of connecting Agile CRM and Close, enabling effortless integration between the two platforms. Albato is a powerful tool that simplifies the task of integrating and automating workflows across multiple applications. Its user-friendly automation builder allows for quick and easy setup without the need for technical background. Integrations in Albato are built around triggers, which are specific events that kick off an automation, and actions, the subsequent tasks that are carried out in response to those triggers. This functionality enables the creation of custom workflows tailored to your business processes. For example, you could set up an integration where a "Create Contact" trigger in Agile CRM automatically initiates a "Create Lead" action in Close. This ensures that whenever a new contact is added in Agile CRM, a corresponding lead is created in Close, keeping your sales teams aligned and ensuring no potential customer falls through the cracks. This kind of integration fosters better collaboration between your marketing and sales efforts, directly contributing to more streamlined operations and improved outcomes.

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How Albato works

With Albato, you can easily integrate Close with Agile CRM using an intuitive no-code builder. Whether you want to sync Close with Agile CRM or connect Close to Agile CRM, our platform makes it simple.

How to Connect Agile CRM to Close

Create powerful Agile CRM integration with Close in just a few simple steps.

STEP 1

Connect Agile CRM to Close

To connect Close to Agile CRM, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Agile CRM with Close with just a few clicks!

Agile CRM

Select a Trigger

STEP 2

Create workflow for Close and Agile CRM integration

Decide what happens when you sync Agile CRM with Close—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action

STEP 3

Sync Agile CRM with Close data

Select which data to transfer when you integrate Close with Agile CRM—customize how your apps exchange information.

Synс data

Integrate Agile CRM with Close now!

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Triggers and actions for Close and Agile CRM integration

In Agile CRM and Close integration triggers start workflows when something happens, while actions make changes in response.

Triggers 12

Create Deal (beta)

Triggers

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Update Deal (beta)

Triggers

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New contact

Triggers

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New sms

Triggers

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Actions 26

Create Contact

Actions

Try Agile CRM integrations!

Create Company

Actions

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Update contact

Actions

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Create a new contact

Actions

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Make your integration smarter with AI

Enhance your Close and Agile CRM integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

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Connect Agile CRM to Close to link essential parts of your business

When you connect Agile CRM to Close, you can automate processes for any business size or industry. Here's how different companies integrate Agile CRM with Close using Albato.

New lead submits form

Create New Contact

Check сompany size

Send a welcome message

Never miss a lead or deal again!

Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

Close integration with Agile CRM

Agile CRM

With Agile CRM's flexible API and Albato's powerful integration capabilities, it's now simpler than ever to connect Agile CRM with over 600+ applications, enhancing your CRM experience with a broad array of functionalities ranging from e-commerce and email marketing to accounting and social networking. By integrating Agile CRM via Albato, you unlock the potential to automate and streamline workflows across a wide range of applications such as WooCommerce, Email, MailChimp, QuickBooks Online, Shopify, Outlook, Google Contacts, and LinkedIn. This seamless integration allows you to effortlessly automate actions like adding contacts to campaigns, scoring and tagging contacts, creating events, tasks, tickets, deals, companies, and contacts within Agile CRM. Triggers such as contact and deal updates or creations activate these actions, ensuring real-time synchronization and efficiency across your business tools.

Close

Elevate your sales and productivity by integrating Close with over 600+ applications via Albato. This powerful integration, fortified by Close's extensive API, allows you to connect, integrate, and automate your CRM activities seamlessly. With Albato, Close becomes even more potent, enabling integrations with vital tools such as Google Sheets for advanced data management and reporting, Google Calendar for scheduling and reminders, Slack and Microsoft Teams for team collaboration, Salesforce and HubSpot for an encompassing CRM strategy, QuickBooks Online for financial tracking, Typeform for survey and lead generation, Shopify for e-commerce activities, and Squarespace for web content management. Utilize the versatile triggers and actions provided by these integrations to tailor your workflow, automate repetitive tasks, and ensure your sales team focuses on what they do best – closing deals.

Learn how to connect Close to Agile CRM

Agile CRM

4 min. read

Agile CRM: Connection Tips

Agile CRM Software is the best, easy, powerful yet affordable CRM with sales and marketing automation for SMBs.

Frequently asked questions about Agile CRM and Close Integration

Why is Albato the best alternative to Zapier for integrating Agile CRM and Close?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Agile CRM and Close. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Agile CRM and Close, Albato is the way to go!

Does Agile CRM integrate with Close on the free plan?

Yes, you can integrate Agile CRM with Close using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Close and Agile CRM integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Agile CRM Close integration at no cost.

How to connect Close to Agile CRM for scheduled syncs?

To sync Close with Agile CRM on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Agile CRM integration with Close seamless and tailored to your specific needs.

Does Agile CRM integrate with Close in real time?

Yes, Agile CRM integrates with Close in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Agile CRM integration with Close instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Agile CRM and Close integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Close integration with Agile CRM, ensuring your workflows operate according to your requirements.

How to connect Agile CRM to Close?

Setting up an integration between Agile CRM and Close on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Agile CRM and Close from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Agile CRM (the trigger) that will cause an action in Close, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Agile CRM and Close, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Agile CRM and Close, automating your workflows and saving you time.

How to connect Agile CRM to Close to sync historical data?

To sync Agile CRM with Close and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Close integration with Agile CRM, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Close to Agile CRM for two-way synchronization?

To integrate Close with Agile CRM for two-way synchronization, Albato uses a system of triggers and actions. You can link Agile CRM to Close by setting up two separate automations. The first automation sent data from Agile CRM to Close. For instance, when a record is created or updated in Agile CRM, the automation ensures the changes are reflected in Close. The second automation works in reverse, updating Agile CRM when changes occur in Close.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Close Agile CRM integration and keeps your data consistent across both platforms.

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Agile CRM and Close integration

Trusted by over 110,000 users

How Albato works

How to Connect Agile CRM to Close

Connect Agile CRM to Close

Create workflow for Close and Agile CRM integration

Sync Agile CRM with Close data

Integrate Agile CRM with Close now!

Triggers and actions for Close and Agile CRM integration

Create Deal (beta)

Update Deal (beta)

New contact

New sms

Create Contact

Create Company

Update contact

Create a new contact

Make your integration smarter with AI

Start with Agile CRM and Close integration templates!

Integrate Close with Agile CRM to harness the power of automation!

Connect Agile CRM to Close to link essential parts of your business

Never miss a lead or deal again!

Close integration with Agile CRM

Agile CRM

Close

Learn how to connect Close to Agile CRM

Agile CRM: Connection Tips

Frequently asked questions about Agile CRM and Close Integration

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