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    DaCRM Integrations
    Vivantio Integrations

    DaCRM and Vivantio integration

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    How Albato works

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

    How to Connect DaCRM to Vivantio

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

    STEP 1

    Connect DaCRM to Vivantio

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

    DaCRM {targetApp} integration

    DaCRM

    Select a Trigger

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    STEP 2

    Create workflow for Vivantio and DaCRM integration

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

    DaCRM {targetApp} integrationArrow

    Trigger

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    Vivantio {targetApp} integrationCheck

    Action

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    STEP 3

    Sync DaCRM with Vivantio data

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

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    Synс data

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    Synс data

    Integrate DaCRM with Vivantio now!

    Start FREE 7-day trial to connect Vivantio to DaCRM and unlock all premium features!

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    Background

    Triggers and actions for Vivantio and DaCRM integration

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

    Triggers 0

    Actions 29

    DaCRM {targetApp} integration

    create a deal

    Actions

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    Vivantio {targetApp} integration

    Create Ticket

    Actions

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    Vivantio {targetApp} integration

    Adds a Note to a Ticket

    Actions

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    Make your integration smarter with AI

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

    Background

    Start with DaCRM and Vivantio integration templates!

      Integrate Vivantio with DaCRM to harness the power of automation!

      With over 800 integrations on Albato including the ability to sync Vivantio with DaCRM, you can streamline your tools into one cohesive system, maximizing your team's productivity.

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      Connect DaCRM to Vivantio to link essential parts of your business

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

    • CheckNew lead submits form
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      • 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 DaCRM

      DaCRM integrations

      DaCRM

      Categories

      • CRM & ERP systems

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      Vivantio

      Categories

      • Help Desk

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      The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals...

      A great tool to automate other tools

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      I like the various internal tools like Delays, Find and replace, JSON parser, Date and number formatting, etc. Because it is a new tool on the mark...

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      Learn how to connect Vivantio to DaCRM

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      Frequently asked questions about DaCRM and Vivantio Integration

      Why is Albato the best alternative to Zapier for integrating DaCRM and Vivantio?
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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 DaCRM 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 DaCRM and Vivantio, Albato is the way to go!
      Does DaCRM integrate with Vivantio on the free plan?
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      Yes, you can integrate DaCRM 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 DaCRM integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your DaCRM Vivantio integration at no cost.
      How to connect Vivantio to DaCRM for scheduled syncs?
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      To sync Vivantio with DaCRM 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 DaCRM integration with Vivantio seamless and tailored to your specific needs.
      Does DaCRM integrate with Vivantio in real time?
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      Yes, DaCRM 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 DaCRM 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 DaCRM 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 DaCRM, ensuring your workflows operate according to your requirements.
      How to connect DaCRM to Vivantio?
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      Setting up an integration between DaCRM and Vivantio 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 DaCRM and Vivantio from the list of available apps.
      3. Choose triggers and actions. You’ll need to define an event in DaCRM (the trigger) that will cause an action in Vivantio, such as sending data or creating an entry.
      4. Map the fields. Use Albato’s data mapping tool to match specific fields between DaCRM and Vivantio, ensuring accurate data transfer.
      Once the integration is live, data will flow seamlessly between DaCRM and Vivantio, automating your workflows and saving you time.
      How to connect DaCRM to Vivantio to sync historical data?
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      To sync DaCRM 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 DaCRM, 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 DaCRM for two-way synchronization?
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      To integrate Vivantio with DaCRM for two-way synchronization, Albato uses a system of triggers and actions. You can link DaCRM to Vivantio by setting up two separate automations. The first automation sent data from DaCRM to Vivantio. For instance, when a record is created or updated in DaCRM, the automation ensures the changes are reflected in Vivantio. The second automation works in reverse, updating DaCRM 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 DaCRM integration and keeps your data consistent across both platforms.

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