

Close and Planfact integration
Build smart, no-code workflows with Close and Planfact using triggers, actions, and AI logic—automate any process in minutes.
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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 Planfact and Close integration
In Close and Planfact integration triggers start workflows when something happens, while actions make changes in response.
Triggers 13
New contact
New sms
New Deal (Sales)
Counterparty changed
Actions 52
Create Contact
Update Contact
New counterparty
Update counterparty
What users say about Albato
How to Connect Close to Planfact
Create powerful Close integration with Planfact in just a few simple steps.
Connect Close to Planfact
Log in to Albato, select Close and Planfact, and follow the quick setup steps—no coding required. Integrate Close with Planfact with just a few clicks!
Build a workflow for your Close and Planfact 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 Close and Planfact. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Planfact integration with Close
Close
Elevate your sales and productivity by integrating Close with over 1,000+ 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.
Categories
- CRM & ERP systems
Planfact
Enhance your financial and management accounting with PlanFact's integration with Albato. Automate and streamline your business processes by connecting PlanFact to your favorite apps, enabling seamless data synchronization and task automation. With available triggers like Project edited, New operation added, and Counterparty Edited, you can effortlessly manage accounts, counterparties, and goods. Actions such as New income operation, Create Product, and Edit invoice expand your capabilities, making it easier than ever to manage your finances and operations. Maximize efficiency and boost productivity by integrating PlanFact with Albato today.
Categories
- Accounting apps









