Agile CRM and Plutio integration

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

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 Plutio. 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 Plutio, Albato is the way to go!

Albato is the solution for anyone looking to seamlessly integrate Agile CRM with Plutio. As a platform, Albato simplifies the connection between different applications, making it effortless to automate workflows without needing any technical expertise. Using Albato's automation builder, users can easily set up triggers—events that start an automation—and actions, which are the tasks executed in response. For example, you can create an integration where a "Create Contact" trigger in Agile CRM activates a "Create Person" action in Plutio. This means every time a new contact is added in Agile CRM, it automatically results in a new person being created in Plutio, ensuring your customer information is synchronized across both platforms. This streamlined integration via Albato enhances efficiency and ensures that your teams have access to the latest customer data wherever they work.

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How Albato works

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

How to Connect Agile CRM to Plutio

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

STEP 1

Connect Agile CRM to Plutio

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

Agile CRM

Select a Trigger

STEP 2

Create workflow for Plutio and Agile CRM integration

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

Trigger

Action

STEP 3

Sync Agile CRM with Plutio data

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

Synс data

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Triggers and actions for Plutio and Agile CRM integration

In Agile CRM and Plutio 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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Task Group Create

Triggers

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Project Created

Triggers

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Actions 20

Create Contact

Actions

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Create Company

Actions

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Create Project

Actions

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Create Person

Actions

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Make your integration smarter with AI

Enhance your Plutio 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 Plutio to link essential parts of your business

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

Plutio 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.

Plutio

Leverage Albato to unlock the full potential of Plutio by integrating it with over 600 popular applications. This integration, facilitated through Plutio's API, enables you to connect and automate workflows between Plutio and essential tools like Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, QuickBooks Online, Typeform, HubSpot, Shopify, and Squarespace. With actions such as retrieving a person by name, creating projects, invoices, tasks, task groups, and boards, along with updates and triggers for task group creation, contract creation, and more, you can streamline project management, client collaboration, and financial operations effortlessly. Enhance your productivity and ensure seamless operations with Plutio and Albato integration.

Learn how to connect Plutio 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 Plutio Integration

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

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 Plutio. 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 Plutio, Albato is the way to go!

Does Agile CRM integrate with Plutio on the free plan?

Yes, you can integrate Agile CRM with Plutio 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 Plutio 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 Plutio integration at no cost.

How to connect Plutio to Agile CRM for scheduled syncs?

To sync Plutio 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 Plutio seamless and tailored to your specific needs.

Does Agile CRM integrate with Plutio in real time?

Yes, Agile CRM integrates with Plutio 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 Plutio 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 Plutio 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 Plutio integration with Agile CRM, ensuring your workflows operate according to your requirements.

How to connect Agile CRM to Plutio?

Setting up an integration between Agile CRM and Plutio 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 Plutio 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 Plutio, 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 Plutio, ensuring accurate data transfer.

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

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

To sync Agile CRM with Plutio 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 Plutio 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 Plutio to Agile CRM for two-way synchronization?

To integrate Plutio with Agile CRM for two-way synchronization, Albato uses a system of triggers and actions. You can link Agile CRM to Plutio by setting up two separate automations. The first automation sent data from Agile CRM to Plutio. For instance, when a record is created or updated in Agile CRM, the automation ensures the changes are reflected in Plutio. The second automation works in reverse, updating Agile CRM when changes occur in Plutio.
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 Plutio Agile CRM integration and keeps your data consistent across both platforms.

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Agile CRM and Plutio integration

Trusted by over 110,000 users

How Albato works

How to Connect Agile CRM to Plutio

Connect Agile CRM to Plutio

Create workflow for Plutio and Agile CRM integration

Sync Agile CRM with Plutio data

Integrate Agile CRM with Plutio now!

Triggers and actions for Plutio and Agile CRM integration

Create Deal (beta)

Update Deal (beta)

Task Group Create

Project Created

Create Contact

Create Company

Create Project

Create Person

Make your integration smarter with AI

Start with Agile CRM and Plutio integration templates!

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

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

Never miss a lead or deal again!

Plutio integration with Agile CRM

Agile CRM

Plutio

Learn how to connect Plutio to Agile CRM

Agile CRM: Connection Tips

Frequently asked questions about Agile CRM and Plutio Integration

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