CRM & ERP systems • eCommerce

RD Station CRM and Vivantio integration

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

Integrating RD Station CRM with Vivantio becomes straightforward with Albato. Albato is a robust platform that simplifies the connection and automation of workflows across various applications. Thanks to its no-code automation builder, setting up integrations between your favorite tools requires no technical skills. Albato operates on the principles of triggers, which initiate an automation based on certain events, and actions, which are the consequent tasks executed in response. An example of integrating RD Station CRM with Vivantio through Albato can illustrate its efficiency: When a "New deal created" event is triggered in RD Station CRM, it could automatically trigger an action in Vivantio, like "Create Ticket." This ensures that every new deal in RD Station CRM is promptly followed up with a support or service ticket in Vivantio, ensuring smooth initiation of the fulfillment process and enhancing customer satisfaction by connecting sales insights with service actions seamlessly.

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How Albato works

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

How to Connect RD Station CRM to Vivantio

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

STEP 1

Connect RD Station CRM to Vivantio

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

RD Station CRM

Select a Trigger

STEP 2

Create workflow for Vivantio and RD Station CRM integration

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

Trigger

Action

STEP 3

Sync RD Station CRM with Vivantio data

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

Synс data

Integrate RD Station CRM with Vivantio now!

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Triggers and actions for Vivantio and RD Station CRM integration

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

Triggers 3

New deal created

Triggers

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Deal status changed

Triggers

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Actions 36

Search company/customer

Actions

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Create company/customer

Actions

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Create Ticket

Actions

Try Vivantio integrations!

Adds a Note to a Ticket

Actions

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Make your integration smarter with AI

Enhance your Vivantio and RD Station 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 RD Station CRM and Vivantio integration templates!

Connect RD Station CRM to Vivantio to link essential parts of your business

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

RD Station CRM

Unlock the full potential of RD Station CRM by integrating it with over 600 popular applications via Albato. This powerful integration, facilitated through RD Station's API, allows you to connect with essential tools like Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, QuickBooks Online, Typeform, HubSpot, Shopify, and Squarespace. Automate your marketing and CRM processes by creating deals, updating contacts, managing tasks, and more, directly from your preferred platforms. Triggers such as "Task status changed" and "Deal status changed" ensure your team remains in sync and responsive to customer needs. Through Albato, RD Station CRM becomes a central hub for optimizing marketing efforts, enhancing productivity, and driving sales.

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 RD Station CRM

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

Embedded

1 min. read

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

With the help of Albato Embedded (a no-code embedded iPaaS), Vivantio enabled 200+ integrations for their customers within their platform, including major apps such as Salesforce, HubSpot, OpenAl, Monday, Excel Online, NinjaOne, and more.

Frequently asked questions about RD Station CRM and Vivantio Integration

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

Does RD Station CRM integrate with Vivantio on the free plan?

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

How to connect Vivantio to RD Station CRM for scheduled syncs?

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

Does RD Station CRM integrate with Vivantio in real time?

Yes, RD Station 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 RD Station 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 RD Station 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 RD Station CRM, ensuring your workflows operate according to your requirements.

How to connect RD Station CRM to Vivantio?

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

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

How to connect RD Station CRM to Vivantio to sync historical data?

To sync RD Station 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 RD Station 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 RD Station CRM for two-way synchronization?

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

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RD Station CRM and Vivantio integration

Trusted by over 110,000 users

How Albato works

How to Connect RD Station CRM to Vivantio

Connect RD Station CRM to Vivantio

Create workflow for Vivantio and RD Station CRM integration

Sync RD Station CRM with Vivantio data

Integrate RD Station CRM with Vivantio now!

Triggers and actions for Vivantio and RD Station CRM integration

New deal created

Deal status changed

Search company/customer

Create company/customer

Create Ticket

Adds a Note to a Ticket

Make your integration smarter with AI

Start with RD Station CRM and Vivantio integration templates!

Integrate Vivantio with RD Station CRM to harness the power of automation!

Connect RD Station CRM to Vivantio to link essential parts of your business

Never miss a lead or deal again!

Vivantio integration with RD Station CRM

RD Station CRM

Vivantio

Learn how to connect Vivantio to RD Station CRM

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

Vivantio: Scale your Service

Frequently asked questions about RD Station CRM and Vivantio Integration

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