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    DealCloud
    Vivantio
    CRM & ERP systems

    DealCloud and Vivantio integration

    Build smart, no-code workflows with DealCloud and Vivantio 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 Vivantio and DealCloud integration

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

    Triggers 0

    Actions 32

    DealCloud integration

    Create Entity Item

    Actions

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    DealCloud integration

    Updated Entity Item

    Actions

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    Vivantio integration

    Create Ticket

    Actions

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    Vivantio integration

    Adds a Note to a Ticket

    Actions

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

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    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 DealCloud to Vivantio

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

    STEP 1

    Connect DealCloud to Vivantio

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

    ShopifyFacebookDealCloud integrationDealCloud integrationSlackClickup
    STEP 2

    Build a workflow for your DealCloud and Vivantio integration

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

    DealCloud integrationArrow

    Trigger

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    Vivantio integrationCheck

    Actions

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    STEP 3

    Map your data

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

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    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 DealCloud + Vivantio integration and access all premium features.

    Get started free7-Day free trial

    How does the integration with DealCloud and Vivantio works in Albato?

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    Vivantio integration with DealCloud

    DealCloud integrations

    DealCloud

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    • CRM & ERP systems

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    Learn how to connect Vivantio to DealCloud

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    Frequently asked questions about DealCloud and Vivantio Integration

    Why is Albato the best alternative to Zapier for integrating DealCloud 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 DealCloud 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 DealCloud and Vivantio, Albato is the way to go!

    Does DealCloud integrate with Vivantio on the free plan?

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    Yes, you can integrate DealCloud 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 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 Vivantio integration at no cost.

    How to connect Vivantio to DealCloud for scheduled syncs?

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    To sync Vivantio 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 Vivantio seamless and tailored to your specific needs.

    Does DealCloud integrate with Vivantio in real time?

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    Yes, DealCloud 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 DealCloud 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 DealCloud 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 DealCloud, ensuring your workflows operate according to your requirements.

    How to connect DealCloud to Vivantio?

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    Setting up an integration between DealCloud 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 DealCloud and Vivantio from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in DealCloud (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 DealCloud and Vivantio, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between DealCloud and Vivantio, automating your workflows and saving you time.

    How to connect DealCloud to Vivantio to sync historical data?

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    To sync DealCloud 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 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 Vivantio to DealCloud for two-way synchronization?

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

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