Integrate Salesforce with Vivantio
Connect Salesforce to Vivantio with no code - integrate easy with Albato
Albato serves as a pivotal platform for integrating Salesforce and Vivantio, streamlining workflows between customer relationship management (CRM) and service management. Albato simplifies integration by enabling users to easily connect Salesforce's robust CRM capabilities with Vivantio's efficient service management tools through an intuitive automation builder. This builder operates on the principle of triggers and actions. Triggers are events that initiate an automated process, while actions are the tasks executed in response to these triggers. For example, an integration between Salesforce and Vivantio could be set up in Albato to automatically create a support ticket in Vivantio when a new opportunity is registered in Salesforce. Specifically, when a "New Opportunity" trigger is activated in Salesforce, it can be configured to perform the "Create Ticket" action in Vivantio. This ensures that each new sales opportunity receives prompt attention from the support team, fostering seamless communication and ensuring that potential issues are addressed efficiently.
Category
- CRM & ERP systems
- Popular
- Help Desk
How it works
With Albato, you can easily integrate your applications into automated workflows using an intuitive builder, without the need for coding knowledge.
- 1
Connect your apps to Albato. It's quick, taking only 5 minutes, and totally safe.
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Select the app and event that will trigger your integration, or set up a schedule as you prefer.
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Select the actions to be performed and the data you wish to send once your integration is started.
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That's it, it's done
Choose triggers and events for source app and target app
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Triggers and actions available for Salesforce and Vivantio integration
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With emails, messages, and calls pouring in from various channels, it can be difficult to keep track of everything. This is where Albato comes in.
How to connect Salesforce to Albato
Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development.
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.
Vivantio: Scale your Service
The Vivantio platform is a comprehensive IT service management solution chosen by enterprises for its flexibility, reliability, as well as customization and integration capabilities.
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I like Albato for the following reasons: Intuitive Interface — The interface is pretty easy to use and easily understandable. Extensive App Library — Albato offers a good set of Apps to intergrate, especially all the commonly used ones. Customization Options - Can customize the workflows easily. Real-time Monitoring — We are able to monitor the automation in real time very effectively.
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Frequently asked questions about Salesforce and Vivantio Integration
