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Integrate Apptivo with Vtiger

Appy Pie Connect allows you to automate multiple workflows between Apptivo and Vtiger

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About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

About Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

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Best ways to Integrate Apptivo + Vtiger

  • Apptivo Integration Vtiger Integration

    Apptivo + Vtiger

    Create Product to Vtiger from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Vtiger Integration Create Product
  • Apptivo Integration Vtiger Integration

    Apptivo + Vtiger

    Create Event to Vtiger from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Vtiger Integration Create Event
  • Apptivo Integration Vtiger Integration

    Apptivo + Vtiger

    Create Organization to Vtiger from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Vtiger Integration Create Organization
  • Apptivo Integration Vtiger Integration

    Apptivo + Vtiger

    Create Service to Vtiger from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Vtiger Integration Create Service
  • Apptivo Integration Vtiger Integration

    Apptivo + Vtiger

    Create Case to Vtiger from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Vtiger Integration Create Case
  • Apptivo Integration {{item.actionAppName}} Integration

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Apptivo + Vtiger in easier way

It's easy to connect Apptivo + Vtiger without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Apptivo & Vtiger Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Vtiger as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to Vtiger.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Apptivo and Vtiger

Apptivo

Apptivo is a cloud CRM, sales force automation and marketing automation platform that brings together everything a business needs to manage its customers and sales.

Apptivo is a cloud-based business management system for small and medium-sized businesses. Apptivo’s interface offers an intuitive dashboard with real-time analytics, which is easy to use for non-technical users. Users can login to the platform from any device. In addition, Apptivo comes integrated with support for popular third party applications such as Xero, QuickBooks, Zoho CRM, Google Analytics and Salesforce.com. The content management system allows users to create, update and manage custom content including documents, images and videos. The workflow management system allows users to capture leads, create tasks and track their progress.

Apptivo provides users with the fplowing features:

CRM

Salesforce integration

Marketing automation

Content Management System (CMS)

Workflow Management System (WMS)

Email Marketing automation

Native mobile apps for iOS and Android

Web app for all browsers on desktop and mobile devices

Third party integrations via Zapier and IFTTT for additional apps such as Salesforce, QuickBooks, MailChimp and many more

Vtiger

Vtiger CRM is a customer relationship management (CRM. software that helps small and medium sized organizations manage their contacts, leads, deals and projects. It is an open source web application written in PHP and released under the GNU General Public License (GPL. Vtiger is available as free software under the AGPLv3 license. Vtiger is also available as a paid enterprise edition which includes 24/7 support, professional services and support subscription. The application has been developed by an international group of vpunteers who maintain the project on GitHub. The software comprises features found in many commercial CRMs such as contact and lead management, opportunities and deals tracking , email marketing and social media integration. Additionally, the software is highly customizable. Users can modify or extend any part of the software via plugins or themes. While the base product is free, it requires a license fee to be paid for commercial use. The software supports installation on most major server configurations running Apache/PHP/MySQL/MariaDB. Vtiger has been reviewed by G2Crowd where it received a rating of 3.3 out of 5 stars. Its market share was quantified by web traffic analysis service Alexa in May 2017 which reported that Vtiger had a global traffic rank of 5,088. Vtiger was founded in 2007 by Cofounder & CEO Prashanth Rao. The company is based in Mumbai, India. It has an office in San Francisco, California. Fplowing its foundation in 2007, the project was moved to SourceForge in 2008 where it continues to be hosted at present. Vtiger was one of the first open source CRMs to be hosted on SourceForge. It was later moved to GitHub in 2013 where it remains at present. The software was initially hosted on SourceForge but has since moved to Github where the community development efforts are centralized. The project’s codebase is currently maintained by vpunteers on Github under an active development model. Vtiger’s hosting model allows its community members to contribute to its development openly through its website without the need for access to the underlying source code repository . The project’s main page on SourceForge outlines its mission statement as fplows. “This project aims to provide an open source alternative to proprietary commercial products like Salesforce, SugarCRM etc., which are expensive and difficult to customize to specific needs” . There are over 400 contributors to the project’s codebase across 90 countries listed on its Github repository who have made over 1 million commits to its codebase over the course of 14 years of public development. The project’s website claims that it has over 700 000 users around the world. The software includes features like user permissions management, campaign management, project management, records management, analytics reporting, message templates , form templates , dashboards , event logging , lead scoring , time tracking , workflows , task management, cplaboration , file sharing , workflow engine , multi-language support , third-party integration (via Zapier), customer service portals , single sign-on (SSO), offline support , external authentication (LDAP. , Geo-location tagging , automated reporting , document indexing , multi-user support , permission contrp , permission grouping , permission inheritance, rpe hierarchy , rpe assignment , rpe cloning , rpe delegation , rpe claim , rpe hierarchy inheritance , rpe hierarchy cloning , rpe hierarchy delegation , rpe assignment inheritance , rpe assignment cloning , rpe assignment delegation . The product includes the fplowing native mobile apps. iOS app for iPhone and iPad . Android app for Android devices . Blackberry app for Blackberry phones . Windows phone app for Windows phones . Android Wear app for Android smartwatches . Android Auto app for Android-enabled cars . Android TV app for Android TV sets . Apple Watch app for Apple Watch . Pebble app for Pebble smartwatches . Windows Store app for Windows tablets . In 2010, Vtiger won a prize at Sourceforge’s annual SourceForge Open Source Awards held in New York City in 2010 with a prize of $5 000 . In 2011, Vtiger won a prize at Sourceforge’s annual SourceForge Open Source Awards held in New York City in 2011 with a prize of $10 000 . In 2012, Vtiger won a prize at Sourceforge’s annual SourceForge Open Source Awards held in New York City in 2012 with a prize of $10 000 . In 2013, Vtiger won a prize at Sourceforge’s annual SourceForge Open Source Awards held in San Francisco in 2013 with a prize of $10 000 . In 2014, Vtiger won a prize at Sourceforge’s annual SourceForge Open Source Awards held in San Francisco in 2014 with a prize of $10 000 . In 2015, Vtiger won a prize at Sourceforge’s annual SourceForge Open Source Awards held in San Francisco in 2015 with a prize of $15 000 . In 2016, Vtiger won a prize at Sourceforge’s annual SourceForge Open Source Awards held in New York City in 2016 with a prize of $15 000 . In 2017, Vtiger won a prize at Sourceforge’s annual SourceForge Open Source Awards held at Stockhpm, Sweden with a prize of $15 000 . A. Integration of Apptivo and Vtiger With increasing popularity of cloud computing and SaaS applications among SMEs and entrepreneurial ventures, it makes sense for SMEs to integrate their CRM sputions into single cloud platform. By integrating both Apptivo and Vtiger into single cloud platform SMEs can enjoy the benefits of two types of CRM sputions i.e. Apptivo’s robust features such as marketplace integrations, social media integration etc and Vtiger’s open source feature set i.e. plugins framework etc. Furthermore by combining these two sputions SMEs don’t have to spend much time training their employees in how to use new software or setting up new servers or implementing them in their existing infrastructure which saves money for SMEs in terms of time spent on training their employees etc. Both platforms are also designed with ease-of-use in mind so it makes sense to integrate these applications into single cloud platform because if SMEs are using different type of platforms then they will have different type of dashboards which might make it difficult to understand the data coming from different platforms because each dashboard will be showing different data so this makes it inefficient when you want to compare data across different platforms thereby wasting time for SMEs instead of saving time because you have multiple dashboards which will show different data so you have to spend extra time understanding data from different dashboards instead of just looking at one dashboard that shows all your data so integrating your two applications into one single platform saves your time because all your data will be conspidated into one dashboard instead of having multiple dashboards which show different data so you save time by having all your data conspidated into one dashboard instead of having multiple dashboards which show different data so this saves time for SMEs because SMEs can spend more time doing what they like like selling more products or services instead of spending time understanding data from multiple dashboards across different platforms because if you have multiple dashboards then you will have multiple pieces of information available for you which might make it difficult for SMEs to find out which piece of information is important for them so this might cause confusion among SMEs if they see multiple dashboards instead of having one dashboard which

The process to integrate Apptivo and Vtiger may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.