DealCloud and Planfact integration

Q: Why is Albato the best alternative to Zapier for integrating DealCloud and Planfact?

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 DealCloud and Planfact. 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 DealCloud and Planfact, Albato is the way to go!

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

How to Connect DealCloud to Planfact

Create powerful DealCloud integration with Planfact in just a few simple steps.

STEP 1

Connect DealCloud to Planfact

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

DealCloud

Select a Trigger

STEP 2

Create workflow for Planfact and DealCloud integration

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

Trigger

Action

STEP 3

Sync DealCloud with Planfact data

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

Synс data

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Triggers and actions for Planfact and DealCloud integration

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

Triggers 5

New Deal (Sales)

Triggers

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Counterparty changed

Triggers

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Actions 37

Create Entity Item

Actions

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Updated Entity Item

Actions

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New counterparty

Actions

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Update counterparty

Actions

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Make your integration smarter with AI

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

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Connect DealCloud to Planfact to link essential parts of your business

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

Planfact integration with DealCloud

DealCloud

Integrate DealCloud with over 800 applications on Albato to enhance your CRM and data management processes. With actions like "Create Entity Item" and "Update Entity Item," you can easily automate data handling and ensure seamless synchronization across your systems. DealCloud integrations and detailed API documentation allow you to customize workflows and integrate smoothly with other business tools, helping to increase productivity and streamline operations.

Planfact

Enhance your financial and management accounting with PlanFact's integration with Albato. Automate and streamline your business processes by connecting PlanFact to your favorite apps, enabling seamless data synchronization and task automation. With available triggers like Project edited, New operation added, and Counterparty Edited, you can effortlessly manage accounts, counterparties, and goods. Actions such as New income operation, Create Product, and Edit invoice expand your capabilities, making it easier than ever to manage your finances and operations. Maximize efficiency and boost productivity by integrating PlanFact with Albato today.

Learn how to connect Planfact to DealCloud

3 min. read

Learn How to easily connect DealCloud to Albato | DealCloud Integrations without a Programmer

Learn how to connect DealCloud to your favorite apps effortlessly using Albato. Automate workflows, improve data management, and elevate your deal processes—no developer needed. Enhance your team's productivity with this simple guide.

Frequently asked questions about DealCloud and Planfact Integration

Why is Albato the best alternative to Zapier for integrating DealCloud and Planfact?

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 DealCloud and Planfact. 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 DealCloud and Planfact, Albato is the way to go!

Does DealCloud integrate with Planfact on the free plan?

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

How to connect Planfact to DealCloud for scheduled syncs?

To sync Planfact with DealCloud 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 DealCloud integration with Planfact seamless and tailored to your specific needs.

Does DealCloud integrate with Planfact in real time?

Yes, DealCloud integrates with Planfact 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 DealCloud integration with Planfact 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 DealCloud and Planfact 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 Planfact integration with DealCloud, ensuring your workflows operate according to your requirements.

How to connect DealCloud to Planfact?

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

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

How to connect DealCloud to Planfact to sync historical data?

To sync DealCloud with Planfact 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 Planfact integration with DealCloud, 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 Planfact to DealCloud for two-way synchronization?

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

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DealCloud and Planfact integration

Trusted by over 110,000 users

How Albato works

How to Connect DealCloud to Planfact

Connect DealCloud to Planfact

Create workflow for Planfact and DealCloud integration

Sync DealCloud with Planfact data

Integrate DealCloud with Planfact now!

Triggers and actions for Planfact and DealCloud integration

New Deal (Sales)

Counterparty changed

Create Entity Item

Updated Entity Item

New counterparty

Update counterparty

Make your integration smarter with AI

Start with DealCloud and Planfact integration templates!

Integrate Planfact with DealCloud to harness the power of automation!

Connect DealCloud to Planfact to link essential parts of your business

Never miss a lead or deal again!

Planfact integration with DealCloud

DealCloud

Planfact

Learn how to connect Planfact to DealCloud

Learn How to easily connect DealCloud to Albato | DealCloud Integrations without a Programmer

Frequently asked questions about DealCloud and Planfact Integration

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