Agile CRM and Vivantio integration

Q: Why is Albato the best alternative to Zapier for integrating Agile CRM and Vivantio?

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 Agile CRM and Vivantio. 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 Agile CRM and Vivantio, Albato is the way to go!

Albato stands as the bridge for seamless integration between Agile CRM and Vivantio, enabling businesses to connect and automate their processes efficiently. Albato simplifies the integration of various applications, allowing for the automation of workflows without the need for extensive technical expertise. Through its intuitive automation builder, users can easily set up triggers and actions, which are essential elements in automation. Triggers are the events that initiate an automation flow, while actions are the tasks executed in response. An example of integrating Agile CRM with Vivantio through Albato could be as follows: When a "Create Contact" trigger is activated in Agile CRM (trigger), it could automatically "Create or Update Caller" in Vivantio (action). This integration ensures that every time a new contact is added in Agile CRM, their information is synchronized in Vivantio, streamlining customer service processes and ensuring that all customer data is up-to-date across both platforms. This connectivity not only enhances efficiency but also improves the customer experience by ensuring that all interactions are based on the most current information.

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How Albato works

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

How to Connect Agile CRM to Vivantio

Create powerful Agile CRM integration with Vivantio in just a few simple steps.

STEP 1

Connect Agile CRM to Vivantio

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

Agile CRM

Select a Trigger

STEP 2

Create workflow for Vivantio and Agile CRM integration

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

Trigger

Action

STEP 3

Sync Agile CRM with Vivantio data

Select which data to transfer when you integrate Vivantio with Agile CRM—customize how your apps exchange information.

Synс data

Integrate Agile CRM with Vivantio now!

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Triggers and actions for Vivantio and Agile CRM integration

In Agile CRM and Vivantio integration triggers start workflows when something happens, while actions make changes in response.

Triggers 4

Create Deal (beta)

Triggers

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Update Deal (beta)

Triggers

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Actions 39

Create Contact

Actions

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Create Company

Actions

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Create Ticket

Actions

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Adds a Note to a Ticket

Actions

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Make your integration smarter with AI

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

Start with Agile CRM and Vivantio integration templates!

Connect Agile CRM to Vivantio to link essential parts of your business

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

Vivantio integration with Agile CRM

Agile CRM

With Agile CRM's flexible API and Albato's powerful integration capabilities, it's now simpler than ever to connect Agile CRM with over 600+ applications, enhancing your CRM experience with a broad array of functionalities ranging from e-commerce and email marketing to accounting and social networking. By integrating Agile CRM via Albato, you unlock the potential to automate and streamline workflows across a wide range of applications such as WooCommerce, Email, MailChimp, QuickBooks Online, Shopify, Outlook, Google Contacts, and LinkedIn. This seamless integration allows you to effortlessly automate actions like adding contacts to campaigns, scoring and tagging contacts, creating events, tasks, tickets, deals, companies, and contacts within Agile CRM. Triggers such as contact and deal updates or creations activate these actions, ensuring real-time synchronization and efficiency across your business tools.

Vivantio

Unlock the full potential of Vivantio by integrating it with over 600 popular applications via Albato. This integration allows Vivantio to seamlessly connect with essential tools like Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, QuickBooks Online, Typeform, HubSpot, Shopify, and Squarespace. Through Vivantio's API, automate a wide range of actions such as creating or updating locations, callers, clients, assets, articles, and tickets. Enhance your IT service management solution by automating ticket updates, changes in ticket status, priority, category, and owner, as well as creating new tickets and adding notes to existing ones. This comprehensive integration capability ensures that your IT service management processes are more efficient and connected, enabling you to provide better service and response times.

Learn how to connect Vivantio to Agile CRM

Agile CRM

4 min. read

Agile CRM: Connection Tips

Agile CRM Software is the best, easy, powerful yet affordable CRM with sales and marketing automation for SMBs.

Frequently asked questions about Agile CRM and Vivantio Integration

Why is Albato the best alternative to Zapier for integrating Agile CRM and Vivantio?

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 Agile CRM and Vivantio. 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 Agile CRM and Vivantio, Albato is the way to go!

Does Agile CRM integrate with Vivantio on the free plan?

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

How to connect Vivantio to Agile CRM for scheduled syncs?

To sync Vivantio with Agile CRM 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 Agile CRM integration with Vivantio seamless and tailored to your specific needs.

Does Agile CRM integrate with Vivantio in real time?

Yes, Agile CRM integrates with Vivantio 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 Agile CRM integration with Vivantio 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 Agile CRM and Vivantio 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 Vivantio integration with Agile CRM, ensuring your workflows operate according to your requirements.

How to connect Agile CRM to Vivantio?

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

Once the integration is live, data will flow seamlessly between Agile CRM and Vivantio, automating your workflows and saving you time.

How to connect Agile CRM to Vivantio to sync historical data?

To sync Agile CRM with Vivantio 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 Vivantio integration with Agile CRM, 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 Vivantio to Agile CRM for two-way synchronization?

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

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Agile CRM and Vivantio integration

Trusted by over 110,000 users

How Albato works

How to Connect Agile CRM to Vivantio

Connect Agile CRM to Vivantio

Create workflow for Vivantio and Agile CRM integration

Sync Agile CRM with Vivantio data

Integrate Agile CRM with Vivantio now!

Triggers and actions for Vivantio and Agile CRM integration

Create Deal (beta)

Update Deal (beta)

Create Contact

Create Company

Create Ticket

Adds a Note to a Ticket

Make your integration smarter with AI

Start with Agile CRM and Vivantio integration templates!

Integrate Vivantio with Agile CRM to harness the power of automation!

Connect Agile CRM to Vivantio to link essential parts of your business

Never miss a lead or deal again!

Vivantio integration with Agile CRM

Agile CRM

Vivantio

Learn how to connect Vivantio to Agile CRM

Agile CRM: Connection Tips

Albato and Vivantio's partnership enables hundreds of native integrations for Vivantio's customers

Vivantio: Scale your Service

Frequently asked questions about Agile CRM and Vivantio Integration

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