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    SynergyCRM
    YClients
    CRM & ERP systems

    SynergyCRM and YClients integration

    Build smart, no-code workflows with SynergyCRM and YClients using triggers, actions, and AI logic—automate any process in minutes.

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    Move your historical data in just a few clicks

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    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.

    Triggers and actions for YClients and SynergyCRM integration

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

    Triggers 14

    YClients integration

    Service category received

    Triggers

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    YClients integration

    Service received

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    Actions 12

    SynergyCRM integration

    New contact

    Actions

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    SynergyCRM integration

    New deal

    Actions

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    YClients integration

    Custom API request

    Actions

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    YClients integration

    Get client records

    Actions

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    What users say about Albato

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    Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

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    Verified user
    G2 reviews

    A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

    Rida Z.
    Rida Z.
    G2 reviews

    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.
    David K.
    G2 reviews

    A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

    Keith T.
    Keith T.
    G2 reviews

    How to Connect SynergyCRM to YClients

    Create powerful SynergyCRM integration with YClients in just a few simple steps.

    STEP 1

    Connect SynergyCRM to YClients

    Log in to Albato, select SynergyCRM and YClients, and follow the quick setup steps—no coding required. Integrate SynergyCRM with YClients with just a few clicks!

    ShopifyFacebookSynergyCRM integrationSynergyCRM integrationSlackClickup
    STEP 2

    Build a workflow for your SynergyCRM and YClients integration

    Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

    SynergyCRM integrationArrow

    Trigger

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    YClients integrationCheck

    Actions

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    STEP 3

    Map your data

    Pick the fields you want to transfer between SynergyCRM and YClients. Customize the data flow to match your process.

    Check

    Synс data

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    Synс data

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    Synс data

    Launch your integration!

    Start your FREE 7-day trial to activate the SynergyCRM + YClients integration and access all premium features.

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    How does the integration with SynergyCRM and YClients works in Albato?

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    YClients integration with SynergyCRM

    SynergyCRM integrations

    SynergyCRM

    Categories

    • CRM & ERP systems

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    YClients integrations

    YClients

    Categories

    • CRM & ERP systems

    Alternative Apps

    HubSpot integrations
    amoCRM integrations
    5crm integrations
    Agbis integrations
    Agendor integrations
    Agile CRM integrations
    AlphaCRM integrations
    Altegio integrations

    Learn how to connect YClients to SynergyCRM

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    Frequently asked questions about SynergyCRM and YClients Integration

    Why is Albato the best alternative to Zapier for integrating SynergyCRM and YClients?

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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 SynergyCRM and YClients. 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 SynergyCRM and YClients, Albato is the way to go!

    Does SynergyCRM integrate with YClients on the free plan?

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

    How to connect YClients to SynergyCRM for scheduled syncs?

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    To sync YClients with SynergyCRM 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 SynergyCRM integration with YClients seamless and tailored to your specific needs.

    Does SynergyCRM integrate with YClients in real time?

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    Yes, SynergyCRM integrates with YClients 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 SynergyCRM integration with YClients 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 SynergyCRM and YClients 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 YClients integration with SynergyCRM, ensuring your workflows operate according to your requirements.

    How to connect SynergyCRM to YClients?

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

    How to connect SynergyCRM to YClients to sync historical data?

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    To sync SynergyCRM with YClients 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 YClients integration with SynergyCRM, 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 YClients to SynergyCRM for two-way synchronization?

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

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