---
title: 'Deltek Vision + Smartlead'
url: 'https://www.staging38.commercient.com/product/deltek-vision-smartlead/'
date: '2026-06-19T10:08:00-04:00'
modified: '2026-06-19T10:08:00-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Deltek Vision to Smartlead, giving your team access to Deltek Vision data directly within Smartlead. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Deltek Vision and Smartlead, enabling customer and contact data to flow between the ERP and marketing platform. Customer lifecycle events in Deltek Vision — such as new accounts or lapsed orders — can trigger workflows in Smartlead when in scope.

## What syncs

- Connect Deltek Vision Price Lists to Smartlead Promotional Workflows
- Export Deltek Vision New Accounts to Smartlead as Contact Records
- Sync Deltek Vision Customers to Smartlead Contact Records
- Update Smartlead Contact Lists from Deltek Vision Customers
- Sync Deltek Vision Purchase History to Smartlead for Segmentation
- Import Smartlead New Contacts into Deltek Vision Customers

## Why Commercient

### Cash flow and liquidity reporting

Connect Deltek Vision Payments and accounts receivable data to Smartlead so finance teams can track cash flow, project liquidity and manage working capital positions.

### Sales rep performance reporting

Sync Deltek Vision Sales Orders and customer revenue by rep to Smartlead so sales managers can track individual and team performance against targets over any period.

### Financial data reporting

Sync Deltek Vision general ledger, Invoices and Payments data to Smartlead so finance teams can build period-end reports and dashboards from current ERP records.

### Sales and order analytics

Export Deltek Vision Sales Orders and customer revenue data to Smartlead so management has visibility into sales performance, order volumes and revenue trends over time.

## About Deltek Vision

Deltek Vision is an ERP and CRM system for project-based professional services firms, managing projects, financials, HR, business development and resource management.

## About Smartlead

Smartlead is a cold email outreach and sales automation platform for sales teams, managing email campaigns, leads, inbox rotation, follow-up sequences and deliverability.

## Frequently asked questions

### Can new records created in Smartlead be imported into Deltek Vision?

Commercient can support importing new records created in Smartlead into Deltek Vision when included in the integration scope. Direction and object coverage depend on project configuration.

### What support does Commercient provide after go-live?

Commercient provides ongoing support for the Deltek Vision and Smartlead integration after go-live. Support coverage and response times depend on the customer's support plan and service level agreement.

### What data can Commercient connect between Deltek Vision and Smartlead?

Commercient can connect Deltek Vision and Smartlead to sync data such as Customers, Items, Inventory, Sales Orders and Invoices. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Deltek Vision Customers sync to Smartlead automatically?

Yes, Commercient can sync Deltek Vision Customers to Smartlead so both platforms share consistent account data. Exact field mapping and sync frequency are configured per project.

### Can data from Smartlead flow back into Deltek Vision?

Commercient can support data flowing from Smartlead back into Deltek Vision when included in the integration scope. Direction and object coverage depend on project configuration.