

Agile CRM and Planado integration
Build smart, no-code workflows with Agile CRM and Planado using triggers, actions, and AI logic—automate any process in minutes.
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Move your historical data in just a few clicks
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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.
Triggers and actions for Planado and Agile CRM integration
In Agile CRM and Planado integration triggers start workflows when something happens, while actions make changes in response.
Triggers 8
Update Contact (beta)
Create Contact (beta)
New Job
Job removed
Actions 14
Create Company
Custom API request
Create an job
New client
What users say about Albato
How to Connect Agile CRM to Planado
Create powerful Agile CRM integration with Planado in just a few simple steps.
Connect Agile CRM to Planado
Log in to Albato, select Agile CRM and Planado, and follow the quick setup steps—no coding required. Integrate Agile CRM with Planado with just a few clicks!
Build a workflow for your Agile CRM and Planado integration
Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.
Trigger
Actions
Map your data
Pick the fields you want to transfer between Agile CRM and Planado. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Planado 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 1,000+ 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.
Categories
- CRM & ERP systems
Planado
Planado, introduced within the Albato platform, serves as an advanced electronic outfit service. This comprehensive solution is designed to streamline field service management, from scheduling and dispatching to tracking and reporting job progress. Planado's integration facilitates an organized and efficient approach to managing field operations, ensuring that teams can deliver services more effectively and responsively. By integrating Planado with Albato, users can leverage actions such as creating new clients and jobs, alongside triggers for job updates, to enhance operational efficiency. This seamless connectivity enables a smooth flow of information across platforms, allowing businesses to maintain up-to-date records and ensure timely completion of field services.
Categories
- Scheduling & Booking













