Integrate CloudTalk with Vtiger
Appy Pie Connect allows you to automate multiple workflows between CloudTalk and Vtiger
- No code
- No Credit Card
- Lightning Fast Setup
CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.
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 CloudTalk + Vtiger
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When this happens...
New Call
Then do this...
Create Product
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When this happens...
New Call
Then do this...
Create Event
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When this happens...
New Call
Then do this...
Create Organization
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When this happens...
New Call
Then do this...
Create Service
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When this happens...
New Call
Then do this...
Create Case
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect CloudTalk + Vtiger without coding knowledge. Start creating your own business flow.
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New Call
Triggers when call is made via CloudTalk.
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New Contact
Triggers when a contact is created or updated in CloudTalk.
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Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
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New Case
Triggers when a new Case created.
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New Contact
Triggers when a new Contact created.
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New Event
Triggers when a new Event created.
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New Invoice
Triggers when a new Invoice is created.
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New Lead
Triggers when a new Lead is created.
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New Organization
Triggers when a new Organization created.
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New Product
Triggers when a new Product created.
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New Service
Triggers when a new Service created.
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New Ticket
Triggers when a new Ticket is created.
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New Todo
Triggers when a new todo is created.
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Create Contact
Create a contact.
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Update Contact
Update an existing contact.
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Create Case
Creates a new Case.
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Create Event
Create a new Event in Vtiger.
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Create Organization
Creates a new Organization/Account/Company.
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Create Product
Creates a new Product in Vtiger.
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Create Project
Creates a new project.
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Create Service
Creates a new Service item in Vtiger.
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Create Ticket
Creates a new Ticket.
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Create Todo
Create a new To do in Vtiger.
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Create or Update Contact
Triggers when a new contact is created or existing lead is updated.
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Create or Update Lead
Creates or updates lead.
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Create or Update Product
Creates a new product or updates an existing product in Vtiger.
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Update Project
Updates an existing project in Vtiger.
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Update Todo
Update a selected todo in vtiger.
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How CloudTalk & Vtiger Integrations Work
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Step 1: Choose CloudTalk as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Vtiger as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from CloudTalk to Vtiger.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of CloudTalk and Vtiger
CloudTalk is a cloud-based unified communications and cplaboration platform which allows enterprises and users to communicate and cplaborate across multiple channels and devices. It helps companies and employees to save time and costs by eliminating the need to purchase and maintain expensive hardware and software. CloudTalk gives enterprise-wide access to all their applications and services with one simple, easy interface. CloudTalk is built on open standards such as XMPP, SIP and SMS. A business can easily integrate it with its existing legacy systems such as CRM, ERP, HRMS, etc.
Vtiger is a web based customer relationship management (CRM. top targeted at small businesses. Vtiger offers a hosted on the Cloud, on premise or hybrid spution that provides a comprehensive set of features on a single platform. Vtiger not only helps you organize your contact database, but also enable you to manage customer inquiries, track leads, work on proposals, send marketing messages, manage tasks and activities, create invoice and manage projects.
Integration of CloudTalk and Vtiger
CloudTalk is a cloud-based unified communications and cplaboration platform which allows enterprises and users to communicate and cplaborate across multiple channels and devices. It helps companies and employees to save time and costs by eliminating the need to purchase and maintain expensive hardware and software. CloudTalk gives enterprise-wide access to all their applications and services with one simple, easy interface. CloudTalk is built on open standards such as XMPP, SIP and SMS. A business can easily integrate it with its existing legacy systems such as CRM, ERP, HRMS, etc.
CloudTalk integrates with Vtiger through an XMPP gateway. Once the integration is completed, CloudTalk users will be able to reach out to their sales leads through email campaigns in Vtiger. The emails can be personalized based on the information available in the contact’s profile in Vtiger.
The process to integrate CloudTalk 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.
