

Platrum and Smarty CRM integration
How Albato works
With Albato, you can easily integrate Smarty CRM with Platrum using an intuitive no-code builder. Whether you want to sync Smarty CRM with Platrum or connect Smarty CRM to Platrum, our platform makes it simple.
How to Connect Platrum to Smarty CRM
Create powerful Platrum integration with Smarty CRM in just a few simple steps.
Connect Platrum to Smarty CRM
To connect Smarty CRM to Platrum, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Platrum with Smarty CRM with just a few clicks!

Platrum
Select a Trigger
Create workflow for Smarty CRM and Platrum integration
Decide what happens when you sync Platrum with Smarty CRM—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action
Sync Platrum with Smarty CRM data
Select which data to transfer when you integrate Smarty CRM with Platrum—customize how your apps exchange information.
Synс data
Synс data
Synс data
Integrate Platrum with Smarty CRM now!
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Try this integration!7-Day free trialTriggers and actions for Smarty CRM and Platrum integration
In Platrum and Smarty CRM integration triggers start workflows when something happens, while actions make changes in response.
Triggers 1

New task
Actions 33

Create a transaction

Getting a task by ID

Add Service Note Deciders

Create Note


Make your integration smarter with AI
Enhance your Smarty CRM and Platrum integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.
Connect Platrum to Smarty CRM to link essential parts of your business
When you connect Platrum to Smarty CRM, you can automate processes for any business size or industry. Here's how different companies integrate Platrum with Smarty CRM using Albato.









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 Platrum

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.
Categories
- CRM & ERP systems

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.
Categories
- CRM & ERP systems