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Altegio and Close integration

Q: Why is Albato the best alternative to Zapier for integrating Altegio 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 Altegio 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 Altegio and Close, Albato is the way to go!

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How Albato works

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

How to Connect Altegio to Close

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

STEP 1

Connect Altegio to Close

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

Altegio

Select a Trigger

STEP 2

Create workflow for Close and Altegio integration

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

Trigger

Action

STEP 3

Sync Altegio with Close data

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

Synс data

Integrate Altegio with Close now!

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Triggers and actions for Close and Altegio integration

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

Triggers 22

Service category received

Triggers

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Service received

Triggers

Try Altegio integrations!

New contact

Triggers

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New sms

Triggers

Try Close integrations!

Actions 23

New client

Actions

Try Altegio integrations!

Create an appointment for a session (for online forms)

Actions

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Update contact

Actions

Try Close integrations!

Create a new contact

Actions

Try Close integrations!

Make your integration smarter with AI

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

Start with Altegio and Close integration templates!

Connect Altegio to Close to link essential parts of your business

When you connect Altegio to Close, you can automate processes for any business size or industry. Here's how different companies integrate Altegio 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 Altegio

Altegio

Enhance your business automation with Altegio's integration on Albato. Connect Altegio to your preferred apps and efficiently manage clients, employees, and financial operations all in one place. With triggers such as Client received, Company received, and Product sale operation received, you can streamline tasks and stay organized. Actions like creating appointments, finding clients, and managing employee schedules are just a few of the powerful features you can unlock through Altegio's seamless connection with Albato. Experience the ultimate integration and automation solution for your business today.

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 Altegio

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Frequently asked questions about Altegio and Close Integration

Why is Albato the best alternative to Zapier for integrating Altegio 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 Altegio 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 Altegio and Close, Albato is the way to go!

Does Altegio integrate with Close on the free plan?

Yes, you can integrate Altegio 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 Altegio integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Altegio Close integration at no cost.

How to connect Close to Altegio for scheduled syncs?

To sync Close with Altegio 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 Altegio integration with Close seamless and tailored to your specific needs.

Does Altegio integrate with Close in real time?

Yes, Altegio 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 Altegio 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 Altegio 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 Altegio, ensuring your workflows operate according to your requirements.

How to connect Altegio to Close?

Setting up an integration between Altegio 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 Altegio and Close from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Altegio (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 Altegio and Close, ensuring accurate data transfer.

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

How to connect Altegio to Close to sync historical data?

To sync Altegio 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 Altegio, 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 Altegio for two-way synchronization?

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

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Altegio and Close integration

Trusted by over 110,000 users

How Albato works

How to Connect Altegio to Close

Connect Altegio to Close

Create workflow for Close and Altegio integration

Sync Altegio with Close data

Integrate Altegio with Close now!

Triggers and actions for Close and Altegio integration

Service category received

Service received

New contact

New sms

New client

Create an appointment for a session (for online forms)

Update contact

Create a new contact

Make your integration smarter with AI

Start with Altegio and Close integration templates!

Integrate Close with Altegio to harness the power of automation!

Connect Altegio to Close to link essential parts of your business

Never miss a lead or deal again!

Close integration with Altegio

Altegio

Close

Learn how to connect Close to Altegio

Best Booking platform in 2024

Frequently asked questions about Altegio and Close Integration

Build your integration for free!