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    DaCRM Integrations
    Platrum Integrations

    DaCRM and Platrum integration

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    How Albato works

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

    How to Connect DaCRM to Platrum

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

    STEP 1

    Connect DaCRM to Platrum

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

    DaCRM integration

    DaCRM

    Select a Trigger

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    STEP 2

    Create workflow for Platrum and DaCRM integration

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

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    Trigger

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    Action

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    STEP 3

    Sync DaCRM with Platrum data

    Select which data to transfer when you integrate Platrum with DaCRM—customize how your apps exchange information.

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    Integrate DaCRM with Platrum now!

    Start FREE 7-day trial to connect Platrum to DaCRM and unlock all premium features!

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    Triggers and actions for Platrum and DaCRM integration

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

    Triggers 1

    Actions 14

    DaCRM integration

    create a deal

    Actions

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    Platrum integration

    Create a transaction

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    Getting a task by ID

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

    Integrate Platrum with DaCRM to harness the power of automation!

    With over 1,000 integrations on Albato including the ability to sync Platrum with DaCRM, you can streamline your tools into one cohesive system, maximizing your team's productivity.

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    Connect DaCRM to Platrum to link essential parts of your business

    When you connect DaCRM to Platrum, you can automate processes for any business size or industry. Here's how different companies integrate DaCRM with Platrum using Albato.

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    • 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.

    Platrum integration with DaCRM

    DaCRM integrations

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    • CRM & ERP systems

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    Platrum integrations

    Platrum

    Categories

    • CRM & ERP systems

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    Learn how to connect Platrum to DaCRM

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    Frequently asked questions about DaCRM and Platrum Integration

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

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

    Does DaCRM integrate with Platrum on the free plan?

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

    How to connect Platrum to DaCRM for scheduled syncs?

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

    Does DaCRM integrate with Platrum in real time?

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

    How to connect DaCRM to Platrum?

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    Setting up an integration between DaCRM and Platrum 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 DaCRM and Platrum from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in DaCRM (the trigger) that will cause an action in Platrum, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between DaCRM and Platrum, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between DaCRM and Platrum, automating your workflows and saving you time.

    How to connect DaCRM to Platrum to sync historical data?

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

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

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