In this Integrately review, you will find out how Integrately can help your business.
Have you ever been looking for a good alternative to Zapier?
Or even wanted a cost-free or low-cost solution to automate your task workflow?
That is where Integrately comes in to help you out.
Integrately is a tool like Zapier and Integromat. It helps you integrate apps in one click and automate your task workflow very easily.
- Integrately Review
- What does Integrately do?
- Who are behind Integrately?
- How to use Integrately
- Integrately Features
- Is Integrately worth it?
- Integrately Lifetime Deal
- Conclusion on Integrately Review
Integrately is one of few task automation and app integration tools. In this review on Integrately, you will find out why you should use Integrately, the pros & cons, and more!
What does Integrately do?
Integrately helps you integrate different apps, tools, and services you already have to automate your workflow.
Here are a few things you can accomplish with Integrately
- Project Management — Eg: Send emails when new Trello cards are moved to a list (ex: Send an email to your developer when a card is moved in Trello)
- Social Media — Eg: Record new social media followers into a spreadsheet, Save social media mentions to a spreadsheet
- Customer Support — Eg: Get Team Chat notifications for new tickets
- CRM — Eg: Stop sending follow-ups from drip emails after specific fields in the CRM record are updated
- Google Sheet and Database Apps — Eg: Add Spreadsheet rows for new Webinar registrants
- Calendars and Webinars — Eg: Create CRM contacts from new Calendar appointments
- Forms — Eg: When a form is submitted, create a new lead in CRM / Marketing automation
- Marketing Automation — Eg: Add new Facebook Leads Ads leads to automation in ActiveCampaign, Add new UpViral leads to Neverbounce to check the validity of an email, and after passed, transfer data to marketing automation software
In fact, the sky is the limit with a tool kind of Integrately.
There are over 900 apps already integrated with Integrately.
Who are behind Integrately?
Integrately is a fairly new tool in the market. But the team behind it isn’t!
They also run a very successful and popular CRM software company, CompanyHub.
Since the start of Integrately, Abhishek, the founder, and the team have rapidly added new features and integrations. They are working on making it an integration powerhouse. I was one of the early adopters and used Integrately instead of Zapier, Integromat, Pabbly Connect, and PieSync.
How to use Integrately
It is quite easy to Integrately, frankly. You would normally expect automation workflow tools like these to be complicated and harder to get started. But, one fascinating feature behind Integrately is 1-click integrations.
That means you do not have to be a professional to work with your existing tools. There are over 8,000,000 1-click integrations in the Integration Store.
Those 1-Click integration recipes will make your life and give you new ideas to use your existing tools in new ways that you didn’t think of!
When Form is submitted in Convertful > Verify the email address in NeverBounce > (If email is valid) > Register user for the webinar in BigMarker > Create spreadsheet row in Google Sheets.
In this review of Integrately, I will show you how to use Integrately shortly.
Once logged in, you will be redirected to the Dashboard.
In the first step, you will have to select apps that you want to automate.
For example, I will select GrowSurf and Gist. Both don’t have a direct integration between them. Hence, I would like to send all GrowSurf data to Gist.
As you can see in the screenshot above, there is already a 1-Click automation recipe. But, if you want to add more conditions or more apps, you can do it in the first step.
Create own automation
Integrately is a flexible automation software for your business. The automation isn’t fixed. You can create your own automation for your needs in case there is not any 1-Click automation.
It is similar to IFTTT, where you will have to select two apps to act to do something when one thing happens.
Apart from sending the contacts’ data from GrowSurf to Gist via Integrately, there are also numerous things I can accomplish.
- A reward is unlocked by a participant in GrowSurf >> Add a tag to an existing tag in contact or subscribe to a drip campaign.
- Performed an event in Gist (such as purchasing a product or completing a task) >> Update participant in GrowSurf.
These are very powerful integration options that you can accomplish by using Integrately.
Select the 1-Click automation recipe or create your own to move forward.
You would see an editor slightly similar to the one shown in the screenshot below.
On this page, you can do many things:
- Rename your automation
- Add connections
- See connected accounts
- Add more apps or conditions. (Branching)
- Modify conditions and actions (verify if data points are accurate and modify data such as converting time)
- See the automation recipe log so you can diagnose if something happens.
Connect apps to Integrately
Integrately supports both API (Application Programming Interface) and Webhooks integration methods.
For the API to work properly, Integrately would have to look for new information regularly. The time gap between two checks is also known as the Polling time. Hence, the shorter the polling time, the better for you and your campaigns.
A very short polling time means the increased efficiency of your automation. Here are the current polling times (i.e., update time) in Integrately plans.
- Free plan — 15 minutes
- Starter plan — 5 minutes
- Professional and upwards plans — 2 minutes
API is cost-heavy because of this reason; Polling time.
Many popular applications already have API. For an app to be directly integrated with Integrately, it should have OpenAPI.
Webhook is another way of integrating apps with Integrately. Unlike API, Webhook is cost-effective because it doesn’t have to check for data every once in a while.
In essence, the actions are made as soon as data is transferred via Webook or Callback. Therefore, the overall process of Webhooks is instantaneous.
Since Integrately supports both methods, you will have all the power to make your automation work as you want.
Do you want to make your automation work as soon as possible? Choose the Webhooks method.
Do you want to do some advanced stuff with your tools? Choose API.
Want to accomplish both of the above? Use both two! 😀
Connect apps through Webhooks to Integrately
Integrately shows all the steps you need to follow to integrate your apps.
To enable the integration via webhooks, you will have to paste the provided Webhook URL and send a test record.
Select the test data type and send the record to Integrately.
Once sent, tick the checkbox with “I have sent a test record after setting URL” and click the “Test Connection” button.
You will revert to the workflow editor page and see the test data.
Connect apps through API to Integrately
This is quite easy as the webhook integration method.
Integrately will pull off data fields available via the API connection. The next step is customizing data.
Data mapping and customization
In this step, we will define Integrately which data is relevant for which fields.
Select the data field to which you want to map data and choose appropriate data values from the test record. See the screenshot below as an example.
Integrately allows you to modify data in quite different ways.
For example, if you want to make the full name of a person title case while sending data from your form builder to autoresponder, you can easily achieve this.
Ex: Instead of ‘steve smith,’ your autoresponder will receive “Steve Smith” as the record of the Name field.
Here are a few more examples you can do with data modification in Integrately.
- Convert time zones
- Convert Unix time to normal time
- Format numbers according to country
- Formal currencies according to country
- Round off decimals and numbers
- Limit the length of text
- Remove extra whitespaces
- Replace one text with another
- Set the value of the field if it is blank
Here’s an example of changing the data format from Unix to normal in Integrately.
Once the data points are located correctly, the next step is conditions and actions modification.
Modify conditions and actions
Want to send data to multiple endpoints? (i.e: integrations)
Want to qualify data so that the only ones you wanted will be sent out?
In this step, you will be able to add other apps and conditions to the automation (Zap).
For example, according to the settings below, if the lead’s referral count is above 5, the data will be stored in a Google Spreadsheet.
Your creativity and needs are the only limits here. Once everything is done, click on the “Test and Go Live” button to proceed to the last step.
The last step is saving your automation.
You can save the automation in two folders.
- Private Folder — Only you can access
- Shared Folder — You can share the folder with your team members.
Now you know how you can use Integrately to build a task automation workflow. It is easy. Isn’t it?
Although Integrately is a new tool, it has got awesome features. I will share some of them in this review on Integrately.
Sometimes your apps might be down, and APIs might not work as they are supposed. How would you know about errors and data transfer issues? Thanks to Integrately’s History feature, you can now see which tasks failed and fix the issues.
As you can see in the screenshot below, Integtately lists all automation tasks that were successful and failed to execute.
By clicking the automation that failed, you can use either force Integrately to retry failed steps or edit the automation.
Share Automation recipes
One cool feature of Integrately is the ability to share automation recipes, among others. So, if you want to share a specific workflow with your agency’s clients or customers, you must build the automation and make it shareable.
Integrately Automation Store is an excellent place to get inspired on how to use the existing tools that you might not have used to their true potential.
Integrately team is adding 1-Click automations at a rapid pace. Currently, there are over 8,000,000 recipes for over 600 tools. In a year or two, these numbers will be grown exponentially.
Team Members and Sub-accounts
If you run an agency for digital marketing and want to give someone access to Integrately, there is the Sub Accounts feature. Similarly, you can collaborate with your team and co-workers and use Integrately extensively to grow your business.
The pricing of Integrately is cheaper compared with Zapier. Refer to the screenshot below.
To learn more about Integrately pricing and comparisons with plans competitors such as Zapier, read this article.
Is Integrately worth it?
Although Integrately is a new automation workflow tool, it has gathered lots of attention from marketers and entrepreneurs worldwide.
Also, it became the highest-rated integration platform in G2.
So, should you use Integrately? Is it worth it?
If you are…
- Looking for a low-cost integration platform to automate your task workflow
- Searching for a good Zapier alternative to reduce the monthly cost
- Wanting an easy-to-use platform with one-click automation recipes
- Finding an integration tool with shared automations to work with your clients
You should give Integrately a try.
Their pricing is 18 times less expensive than Zapier, and they are giving more tasks than Zapier in every subscription, even for free!
Integrately Lifetime Deal
Integrately held several lifetime deal promotions and the Integrately team gave away lifetime access to Integrately subscriptions for free for several months. Now, neither offer is available.
Conclusion on Integrately Review
Although millions of different apps exist, only a handful of integration platforms are there for you.
In the current environment, having an app integration tool in your arsenal is a must not just to connect each other apps and ease your marketing campaigns but also to manage data in a way that you can handle to compete with your competition.
In this Integrately review article, I explained how this tool could make your life easier and grow your business.
I have been using it since it started and saw how it grew rapidly. I am happy that I got access to Integrately. Now you can sign up to Integrately for free and get up to 6,000 (or 9,000) daily tasks for life!
So, what are your opinions on Integrately? Can It replace Zapier? Share your reviews below.
Integrately $29.99 per month
UX and UI
Integrately’s one-click automation store, history, and outgoing webhooks make working with multiple apps easier than ever before. If you were looking for a good alternative to Zapier to save money and improve your day-to-day workflow, give Integrately a try.
- Unlimited Automations
- 1-Click Integration Store
- Branching, Data Qualification, Modification, and Multi-Connections
- Webhooks and up to 2 Minutes Update Time (API)
- Folder Permissions
- Limited Amount of Integrated Apps