Altegro
DaCRM
CRM & ERP systems

Altegro and DaCRM integration

Build smart, no-code workflows with Altegro and DaCRM 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.

David K.

Triggers and actions for DaCRM and Altegro integration

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

Triggers 8

Altegro integration

Incoming call received — initialization (incoming VPBX)

Altegro integration

Incoming call — incoming to operator

Actions 2

Altegro integration

Create a call

DaCRM integration

create a deal

What users say about Albato

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Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

How to Connect Altegro to DaCRM

Create powerful Altegro integration with DaCRM in just a few simple steps.

STEP 1

Connect Altegro to DaCRM

Log in to Albato, select Altegro and DaCRM, and follow the quick setup steps—no coding required. Integrate Altegro with DaCRM with just a few clicks!

ShopifyFacebookAltegro integrationAltegro integrationSlackClickup
STEP 2

Build a workflow for your Altegro and DaCRM integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

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Trigger

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DaCRM integrationCheck

Actions

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STEP 3

Map your data

Pick the fields you want to transfer between Altegro and DaCRM. Customize the data flow to match your process.

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Synс data

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How does the integration with Altegro and DaCRM works in Albato?

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DaCRM integration with Altegro

Altegro integrations

Altegro

Categories

  • CRM & ERP systems

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DaCRM integrations

DaCRM

Categories

  • CRM & ERP systems

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Learn how to connect DaCRM to Altegro

Frequently asked questions about Altegro and DaCRM Integration

Why is Albato the best alternative to Zapier for integrating Altegro and DaCRM?

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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 Altegro and DaCRM. 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 Altegro and DaCRM, Albato is the way to go!

Does Altegro integrate with DaCRM on the free plan?

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

How to connect DaCRM to Altegro for scheduled syncs?

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To sync DaCRM with Altegro 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 Altegro integration with DaCRM seamless and tailored to your specific needs.

Does Altegro integrate with DaCRM in real time?

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Yes, Altegro integrates with DaCRM 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 Altegro integration with DaCRM 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 Altegro and DaCRM 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 DaCRM integration with Altegro, ensuring your workflows operate according to your requirements.

How to connect Altegro to DaCRM?

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Setting up an integration between Altegro and DaCRM on Albato is simple and requires no technical skills. Just follow these steps:
  1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
  2. Go to the Integrations section and select Altegro and DaCRM from the list of available apps.
  3. Choose triggers and actions. You’ll need to define an event in Altegro (the trigger) that will cause an action in DaCRM, such as sending data or creating an entry.
  4. Map the fields. Use Albato’s data mapping tool to match specific fields between Altegro and DaCRM, ensuring accurate data transfer.
Once the integration is live, data will flow seamlessly between Altegro and DaCRM, automating your workflows and saving you time.

How to connect Altegro to DaCRM to sync historical data?

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To sync Altegro with DaCRM 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 DaCRM integration with Altegro, 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 DaCRM to Altegro for two-way synchronization?

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