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Integrate CloudTalk with Vtiger

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

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About CloudTalk

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

  • CloudTalk Integration Vtiger Integration

    CloudTalk + Vtiger

    Create Product to Vtiger from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk Integration New Call
     
    Then do this...
    Vtiger Integration Create Product
  • CloudTalk Integration Vtiger Integration

    CloudTalk + Vtiger

    Create Event to Vtiger from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk Integration New Call
     
    Then do this...
    Vtiger Integration Create Event
  • CloudTalk Integration Vtiger Integration

    CloudTalk + Vtiger

    Create Organization to Vtiger from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk Integration New Call
     
    Then do this...
    Vtiger Integration Create Organization
  • CloudTalk Integration Vtiger Integration

    CloudTalk + Vtiger

    Create Service to Vtiger from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk Integration New Call
     
    Then do this...
    Vtiger Integration Create Service
  • CloudTalk Integration Vtiger Integration

    CloudTalk + Vtiger

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

    CloudTalk + {{item.actionAppName}}

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

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

    Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • 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
  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • 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 CloudTalk & Vtiger Integrations Work

  1. Step 1: Choose CloudTalk 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 CloudTalk to Vtiger.

    (2 minutes)

  6. 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.