CRM & ERP systems

Close and Planfix integration

Q: Why is Albato the best alternative to Zapier for integrating Close and Planfix?

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 Close and Planfix. 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 Close and Planfix, Albato is the way to go!

Build smart, no-code workflows with Close and Planfix using triggers, actions, and AI logic—automate any process in minutes.

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no time limits on the free plan

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Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

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Trusted by 10,000+ teams around the world

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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 Planfix and Close integration

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

Triggers 8

New contact

Triggers

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New sms

Triggers

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Actions 22

Create Contact

Actions

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Update Contact

Actions

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New Contact

Actions

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New Task

Actions

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What users say about Albato

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

Verified user

G2 reviews

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.

Rida Z.

G2 reviews

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.

G2 reviews

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.

Keith T.

G2 reviews

How to Connect Close to Planfix

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

STEP 1

Connect Close to Planfix

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

STEP 2

Build a workflow for your Close and Planfix integration

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

Trigger

Actions

STEP 3

Map your data

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

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the Close + Planfix integration and access all premium features.

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Integrate Close with Planfix to make your business processes more efficient and better organized. This integration lets you automatically sync customer data, manage your sales pipeline, and track key activities in real time—cutting down on manual work and minimizing errors. With Close and Planfix working together, your teams stay connected across departments, with updates reflected instantly across both platforms. Whether you're tracking leads, handling invoices, or improving customer support, this integration helps simplify your day-to-day and keeps everyone working with the latest information. Boost productivity with the seamless connection between Close and Planfix.

Planfix 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.

Planfix

Experience next-level company management with Planfix's seamless integration and automation on Albato. Effortlessly connect Planfix to your favorite apps, enhancing your workflow and optimizing your business processes. With available actions such as creating new users, tasks, and contacts, you can easily stay organized and efficient. Unleash the full potential of your business by integrating Planfix with Albato, streamlining your daily operations and fostering stronger connections.

Learn how to connect Planfix to Close

3 min. read

Close: Connect to Albato

Close is the inside sales CRM of choice for startups and SMBs. Make more calls, send more emails and close more deals starting today.

Frequently asked questions about Close and Planfix Integration

Why is Albato the best alternative to Zapier for integrating Close and Planfix?

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 Close and Planfix. 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 Close and Planfix, Albato is the way to go!

Does Close integrate with Planfix on the free plan?

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

How to connect Planfix to Close for scheduled syncs?

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

Does Close integrate with Planfix in real time?

Yes, Close integrates with Planfix 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 Close integration with Planfix 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 Close and Planfix 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 Planfix integration with Close, ensuring your workflows operate according to your requirements.

How to connect Close to Planfix?

Setting up an integration between Close and Planfix 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 Close and Planfix from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Close (the trigger) that will cause an action in Planfix, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Close and Planfix, ensuring accurate data transfer.

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

How to connect Close to Planfix to sync historical data?

To sync Close with Planfix 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 Planfix integration with Close, 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 Planfix to Close for two-way synchronization?

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

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Close and Planfix integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for Planfix and Close integration

New contact

New sms

Create Contact

Update Contact

New Contact

New Task

What users say about Albato

How to Connect Close to Planfix

Connect Close to Planfix

Build a workflow for your Close and Planfix integration

Map your data

How does the integration with Close and Planfix works in Albato?

Planfix integration with Close

Close

Planfix

Learn how to connect Planfix to Close

Close: Connect to Albato

Frequently asked questions about Close and Planfix Integration

Why is Albato the best alternative to Zapier for integrating Close and Planfix?

Does Close integrate with Planfix on the free plan?

How to connect Planfix to Close for scheduled syncs?

Does Close integrate with Planfix in real time?

How to connect Close to Planfix?

How to connect Close to Planfix to sync historical data?

How to connect Planfix to Close for two-way synchronization?

Build your automation for free!