DealCloud and Mertago integration

Q: Why is Albato the best alternative to Zapier for integrating DealCloud and Mertago?

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 DealCloud and Mertago. 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 DealCloud and Mertago, Albato is the way to go!

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

How to Connect DealCloud to Mertago

Create powerful DealCloud integration with Mertago in just a few simple steps.

STEP 1

Connect DealCloud to Mertago

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

DealCloud

Select a Trigger

STEP 2

Create workflow for Mertago and DealCloud integration

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

Trigger

Action

STEP 3

Sync DealCloud with Mertago data

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

Synс data

Integrate DealCloud with Mertago now!

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Triggers and actions for Mertago and DealCloud integration

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

Triggers 7

Create order

Triggers

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Create proposal to supplier

Triggers

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Actions 19

Create Entity Item

Actions

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Updated Entity Item

Actions

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Create order

Actions

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Update order

Actions

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Make your integration smarter with AI

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

Start with DealCloud and Mertago integration templates!

Connect DealCloud to Mertago to link essential parts of your business

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

Mertago integration with DealCloud

DealCloud

Simplify entity management with DealCloud integration via Albato, connecting you to over 800+ popular applications. Automate workflows to create and update entity items effortlessly. Perform custom API requests to synchronize data with CRM systems, financial tools, and project management platforms. Enhance business operations with DealCloud integration and Albato.

Mertago

Enhance your business operations with Mertago's integration on Albato. Automate and streamline your procurement processes by seamlessly connecting Mertago with your favorite apps. This powerful integration enables you to efficiently manage orders, proposals, and company contacts for both buyers and suppliers. With triggers such as Update order, Create proposal to supplier, and Create company (buyer), you can easily automate routine tasks and maintain control over your procurement operations. Actions like updating orders, creating contacts, and adding comments to companies are just some of the numerous features available through Mertago's integration with Albato. Boost your business efficiency and organization by connecting Mertago with Albato today.

Learn how to connect Mertago to DealCloud

3 min. read

Learn How to easily connect DealCloud to Albato | DealCloud Integrations without a Programmer

Learn how to connect DealCloud to your favorite apps effortlessly using Albato. Automate workflows, improve data management, and elevate your deal processes—no developer needed. Enhance your team's productivity with this simple guide.

Frequently asked questions about DealCloud and Mertago Integration

Why is Albato the best alternative to Zapier for integrating DealCloud and Mertago?

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 DealCloud and Mertago. 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 DealCloud and Mertago, Albato is the way to go!

Does DealCloud integrate with Mertago on the free plan?

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

How to connect Mertago to DealCloud for scheduled syncs?

To sync Mertago with DealCloud 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 DealCloud integration with Mertago seamless and tailored to your specific needs.

Does DealCloud integrate with Mertago in real time?

Yes, DealCloud integrates with Mertago 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 DealCloud integration with Mertago 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 DealCloud and Mertago 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 Mertago integration with DealCloud, ensuring your workflows operate according to your requirements.

How to connect DealCloud to Mertago?

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

Once the integration is live, data will flow seamlessly between DealCloud and Mertago, automating your workflows and saving you time.

How to connect DealCloud to Mertago to sync historical data?

To sync DealCloud with Mertago 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 Mertago integration with DealCloud, 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 Mertago to DealCloud for two-way synchronization?

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

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DealCloud and Mertago integration

Trusted by over 110,000 users

How Albato works

How to Connect DealCloud to Mertago

Connect DealCloud to Mertago

Create workflow for Mertago and DealCloud integration

Sync DealCloud with Mertago data

Integrate DealCloud with Mertago now!

Triggers and actions for Mertago and DealCloud integration

Create order

Create proposal to supplier

Create Entity Item

Updated Entity Item

Create order

Update order

Make your integration smarter with AI

Start with DealCloud and Mertago integration templates!

Integrate Mertago with DealCloud to harness the power of automation!

Connect DealCloud to Mertago to link essential parts of your business

Never miss a lead or deal again!

Mertago integration with DealCloud

DealCloud

Mertago

Learn how to connect Mertago to DealCloud

Learn How to easily connect DealCloud to Albato | DealCloud Integrations without a Programmer

Frequently asked questions about DealCloud and Mertago Integration

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