Close and Smarty CRM integration

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

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 Smarty CRM. 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 Smarty CRM, Albato is the way to go!

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

How to Connect Close to Smarty CRM

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

STEP 1

Connect Close to Smarty CRM

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

Select a Trigger

STEP 2

Create workflow for Smarty CRM and Close integration

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

Trigger

Action

STEP 3

Sync Close with Smarty CRM data

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

Synс data

Integrate Close with Smarty CRM now!

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Triggers and actions for Smarty CRM and Close integration

In Close and Smarty CRM 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 39

Create Contact

Actions

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Update Contact

Actions

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Add Service Note Deciders

Actions

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Create Note

Actions

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Make your integration smarter with AI

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

Connect Close to Smarty CRM to link essential parts of your business

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

Smarty CRM integration with Close

Close

Elevate your sales and productivity by integrating Close with over 800+ 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.

Smarty CRM

Smarty CRM integration via Albato empowers your team to streamline sales and customer relationship workflows by connecting with over 600 popular apps. This integration enables you to automate processes through Smarty CRM’s powerful API, helping you keep your CRM data up to date and reducing manual workload. Easily sync with services like Google Sheets, Slack, Trello, and Gmail to manage tasks, client notes, and applications in one flow. You can automate actions such as creating applications, updating tasks, adding service note deciders, and creating notes, ensuring efficient pipeline management. Strengthen your customer engagement and boost productivity daily with Smarty CRM integration via Albato.

Learn how to connect Smarty CRM 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 Smarty CRM Integration

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

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 Smarty CRM. 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 Smarty CRM, Albato is the way to go!

Does Close integrate with Smarty CRM on the free plan?

Yes, you can integrate Close with Smarty CRM 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 Smarty CRM 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 Smarty CRM integration at no cost.

How to connect Smarty CRM to Close for scheduled syncs?

To sync Smarty CRM 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 Smarty CRM seamless and tailored to your specific needs.

Does Close integrate with Smarty CRM in real time?

Yes, Close integrates with Smarty CRM 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 Smarty CRM 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 Smarty CRM 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 Smarty CRM integration with Close, ensuring your workflows operate according to your requirements.

How to connect Close to Smarty CRM?

Setting up an integration between Close and Smarty CRM 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 Smarty CRM 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 Smarty CRM, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Close and Smarty CRM, ensuring accurate data transfer.

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

How to connect Close to Smarty CRM to sync historical data?

To sync Close with Smarty CRM 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 Smarty CRM 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 Smarty CRM to Close for two-way synchronization?

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

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Close and Smarty CRM integration

Trusted by over 200,000+ users

How Albato works

How to Connect Close to Smarty CRM

Connect Close to Smarty CRM

Create workflow for Smarty CRM and Close integration

Sync Close with Smarty CRM data

Integrate Close with Smarty CRM now!

Triggers and actions for Smarty CRM and Close integration

New contact

New sms

Create Contact

Update Contact

Add Service Note Deciders

Create Note

Make your integration smarter with AI

Integrate Smarty CRM with Close to harness the power of automation!

Connect Close to Smarty CRM to link essential parts of your business

Never miss a lead or deal again!

Smarty CRM integration with Close

Close

Smarty CRM

Learn how to connect Smarty CRM to Close

Close: Connect to Albato

Frequently asked questions about Close and Smarty CRM Integration

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

Does Close integrate with Smarty CRM on the free plan?

How to connect Smarty CRM to Close for scheduled syncs?

Does Close integrate with Smarty CRM in real time?

How to connect Close to Smarty CRM?

How to connect Close to Smarty CRM to sync historical data?

How to connect Smarty CRM to Close for two-way synchronization?

Build your automation for free!