DealCloud and Platrum integration

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

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 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 DealCloud and Platrum, Albato is the way to go!

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How Albato works

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

How to Connect DealCloud to Platrum

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

STEP 1

Connect DealCloud to Platrum

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

DealCloud

Select a Trigger

STEP 2

Create workflow for Platrum and DealCloud integration

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

Trigger

Action

STEP 3

Sync DealCloud with Platrum data

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

Synс data

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Triggers and actions for Platrum and DealCloud integration

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

Triggers 1

New task

Triggers

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Actions 17

Create Entity Item

Actions

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Updated Entity Item

Actions

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Create a product

Actions

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Payment of the application

Actions

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Make your integration smarter with AI

Enhance your Platrum 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 Platrum to link essential parts of your business

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

Platrum 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.

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.

Learn how to connect Platrum 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 Platrum Integration

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

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 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 DealCloud and Platrum, Albato is the way to go!

Does DealCloud integrate with Platrum on the free plan?

Yes, you can integrate DealCloud 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 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 Platrum integration at no cost.

How to connect Platrum to DealCloud for scheduled syncs?

To sync Platrum 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 Platrum seamless and tailored to your specific needs.

Does DealCloud integrate with Platrum in real time?

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

How to connect DealCloud to Platrum?

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

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

How to connect DealCloud to Platrum to sync historical data?

To sync DealCloud 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 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 Platrum to DealCloud for two-way synchronization?

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

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DealCloud and Platrum integration

Trusted by over 110,000 users

How Albato works

How to Connect DealCloud to Platrum

Connect DealCloud to Platrum

Create workflow for Platrum and DealCloud integration

Sync DealCloud with Platrum data

Integrate DealCloud with Platrum now!

Triggers and actions for Platrum and DealCloud integration

New task

Create Entity Item

Updated Entity Item

Create a product

Payment of the application

Make your integration smarter with AI

Start with DealCloud and Platrum integration templates!

Integrate Platrum with DealCloud to harness the power of automation!

Connect DealCloud to Platrum to link essential parts of your business

Never miss a lead or deal again!

Platrum integration with DealCloud

DealCloud

Platrum

Learn how to connect Platrum to DealCloud

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

Frequently asked questions about DealCloud and Platrum Integration

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