

Close and Platrum integration
Build smart, no-code workflows with Close and Platrum 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 Platrum and Close integration
In Close and Platrum integration triggers start workflows when something happens, while actions make changes in response.
Triggers 9
New contact
New sms
New task
Actions 32
Create Contact
Update Contact
Create a transaction
Getting a task by ID
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How to Connect Close to Platrum
Create powerful Close integration with Platrum in just a few simple steps.
Connect Close to Platrum
Log in to Albato, select Close and Platrum, and follow the quick setup steps—no coding required. Integrate Close with Platrum with just a few clicks!
Build a workflow for your Close and Platrum 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 Platrum. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Platrum 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
Platrum
Experience seamless integration and automation with Platrum on Albato. Effortlessly connect Platrum to your favorite apps, streamlining your management processes and improving efficiency. Automate tasks such as creating transactions, tasks, goods, and counterparties, as well as searching for applications by financial planning dates. With triggers like New Task and actions including updating transactions, tasks, and creating requests, you can enhance your productivity and stay organized. Connect and automate your business workflows with Platrum's powerful features, all easily accessible through its integration with Albato.
Categories
- CRM & ERP systems









