CRM & ERP systems

FreshSales CRM and Vivantio integration

Q: Why is Albato the best alternative to Zapier for integrating FreshSales 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 FreshSales 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 FreshSales CRM and Vivantio, Albato is the way to go!

Build smart, no-code workflows with FreshSales CRM and Vivantio using triggers, actions, and AI logic—automate any process in minutes.

Start for free

no time limits on the free plan

no credit card required

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

app.integrationsTrustSection.testimonial.author

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 FreshSales CRM integration

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

Triggers 0

Actions 46

Create a Contact

Actions

Try it now!

Update a Contact

Actions

Try it now!

Create Ticket

Actions

Try it now!

Adds a Note to a Ticket

Actions

Try it now!

What users say about Albato

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

Verified user

G2 reviews

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.

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.

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.

G2 reviews

How to Connect FreshSales CRM to Vivantio

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

STEP 1

Connect FreshSales CRM to Vivantio

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

STEP 2

Build a workflow for your FreshSales CRM and Vivantio integration

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

Trigger

Actions

STEP 3

Map your data

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

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the FreshSales CRM + Vivantio integration and access all premium features.

Get started free7-Day free trial

Albato enables a smooth integration between Vivantio and FreshSales CRM, streamlining customer support and sales processes. Albato is a platform designed to simplify the integration of various applications, making it easier for users to automate workflows without needing extensive technical knowledge. It operates on a straightforward mechanism of triggers and actions: triggers are events that initiate an automation, and actions are the tasks that are executed in response. For example, an integration between Vivantio and FreshSales CRM through Albato could work as follows: When a "Ticket is Created" in Vivantio (trigger), a corresponding "Create a Contact" action can be executed in FreshSales CRM. This ensures that every time a support ticket is generated in Vivantio, the customer’s details are automatically added or updated in FreshSales CRM, ensuring sales teams have up-to-date information and can provide personalized follow-ups, thus enhancing customer relations and service efficiency.

Vivantio integration with FreshSales CRM

FreshSales CRM

Optimize sales automation with FreshSales CRM integration via Albato, connecting you to over 1,000+ popular applications. Automate workflows to create, update, delete contacts, and add notes. Integrate FreshSales CRM’s API with email marketing platforms, lead generation tools, and customer engagement solutions to improve sales efficiency.

Vivantio

Unlock the full potential of Vivantio by integrating it with over 1,000+ 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 FreshSales CRM

2 min. read

Freshsales: Automation for sales CRM software

In this article, you will learn how Freshsales CRM helps you track leads, score prospects, and manage communication with integrated phone and email.

Frequently asked questions about FreshSales CRM and Vivantio Integration

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

Does FreshSales CRM integrate with Vivantio on the free plan?

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

How to connect Vivantio to FreshSales CRM for scheduled syncs?

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

Does FreshSales CRM integrate with Vivantio in real time?

Yes, FreshSales 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 FreshSales 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 FreshSales 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 FreshSales CRM, ensuring your workflows operate according to your requirements.

How to connect FreshSales CRM to Vivantio?

Setting up an integration between FreshSales 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 FreshSales CRM and Vivantio from the list of available apps.
Choose triggers and actions. You’ll need to define an event in FreshSales 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 FreshSales CRM and Vivantio, ensuring accurate data transfer.

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

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

To sync FreshSales 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 FreshSales 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 FreshSales CRM for two-way synchronization?

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

Build your automation for free!

Get started

FreshSales CRM and Vivantio integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for Vivantio and FreshSales CRM integration

Create a Contact

Update a Contact

Create Ticket

Adds a Note to a Ticket

What users say about Albato

How to Connect FreshSales CRM to Vivantio

Connect FreshSales CRM to Vivantio

Build a workflow for your FreshSales CRM and Vivantio integration

Map your data

How does the integration with FreshSales CRM and Vivantio works in Albato?

Vivantio integration with FreshSales CRM

FreshSales CRM

Vivantio

Learn how to connect Vivantio to FreshSales CRM

Freshsales: Automation for sales CRM software

Best CRM Software Solutions to Boost Your Business in 2025

Paragon vs Tray vs Albato Embedded: Best Embedded iPaaS for SaaS

Saying Goodbye to 2025: Albato End of Year Edition

Workato vs Cyclr vs Albato Embedded – iPaaS Comparison

Workato vs MuleSoft vs Albato Embedded: Which Integration Platform Fits Your SaaS?

How SaaS Businesses Improve Retention Using AI-Powered Email Marketing

Paragon Vs. Prismatic Vs. Albato Embedded: Which to Choose

Vivantio: Scale your Service

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

Frequently asked questions about FreshSales CRM and Vivantio Integration

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

Does FreshSales CRM integrate with Vivantio on the free plan?

How to connect Vivantio to FreshSales CRM for scheduled syncs?

Does FreshSales CRM integrate with Vivantio in real time?

How to connect FreshSales CRM to Vivantio?

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

How to connect Vivantio to FreshSales CRM for two-way synchronization?

Build your automation for free!