Dashly and Smarty CRM integration

Q: Why is Albato the best alternative to Zapier for integrating Dashly 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 Dashly 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 Dashly and Smarty CRM, Albato is the way to go!

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How Albato works

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

How to Connect Dashly to Smarty CRM

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

STEP 1

Connect Dashly to Smarty CRM

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

Dashly

Select a Trigger

STEP 2

Create workflow for Smarty CRM and Dashly integration

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

Trigger

Action

STEP 3

Sync Dashly with Smarty CRM data

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

Synс data

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Triggers and actions for Smarty CRM and Dashly integration

In Dashly and Smarty CRM integration triggers start workflows when something happens, while actions make changes in response.

Triggers 5

User started conversation

Triggers

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Custom event

Triggers

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Actions 24

Reply in a conversation

Actions

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Assign conversation

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

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

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

Dashly

Leverage the power of Dashly integration via Albato to connect with over 800+ popular applications, transforming your communication and user management processes. With Dashly's API, integrating with essential tools like Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, QuickBooks Online, Typeform, HubSpot, Shopify, and Squarespace becomes seamless. Automate actions such as listing operators, assigning conversations, and replying within conversations directly through Dashly. Utilize triggers like UTM parameters detection, email or phone changes, custom events, and user-initiated conversations to enhance engagement and streamline communication workflows. This integration not only simplifies connectivity but also amplifies the efficiency of handling user interactions across platforms.

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 Dashly

3 min. read

Dashly: Automate leads collection

In this article, you will learn how Dashly helps you collect leads, pass them to sales, and manage all conversations in a single inbox.

Frequently asked questions about Dashly and Smarty CRM Integration

Why is Albato the best alternative to Zapier for integrating Dashly 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 Dashly 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 Dashly and Smarty CRM, Albato is the way to go!

Does Dashly integrate with Smarty CRM on the free plan?

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

How to connect Smarty CRM to Dashly for scheduled syncs?

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

Does Dashly integrate with Smarty CRM in real time?

Yes, Dashly 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 Dashly 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 Dashly 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 Dashly, ensuring your workflows operate according to your requirements.

How to connect Dashly to Smarty CRM?

Setting up an integration between Dashly 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 Dashly and Smarty CRM from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Dashly (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 Dashly and Smarty CRM, ensuring accurate data transfer.

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

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

To sync Dashly 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 Dashly, 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 Dashly for two-way synchronization?

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

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Dashly and Smarty CRM integration

Trusted by over 200,000+ users

How Albato works

How to Connect Dashly to Smarty CRM

Connect Dashly to Smarty CRM

Create workflow for Smarty CRM and Dashly integration

Sync Dashly with Smarty CRM data

Integrate Dashly with Smarty CRM now!

Triggers and actions for Smarty CRM and Dashly integration

User started conversation

Custom event

Reply in a conversation

Assign conversation

Add Service Note Deciders

Create Note

Make your integration smarter with AI

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

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

Never miss a lead or deal again!

Smarty CRM integration with Dashly

Dashly

Smarty CRM

Learn how to connect Smarty CRM to Dashly

Dashly: Automate leads collection

Frequently asked questions about Dashly and Smarty CRM Integration

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

Does Dashly integrate with Smarty CRM on the free plan?

How to connect Smarty CRM to Dashly for scheduled syncs?

Does Dashly integrate with Smarty CRM in real time?

How to connect Dashly to Smarty CRM?

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

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

Build your automation for free!