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Integrate Drift with Vtiger

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

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  • Lightning Fast Setup
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About Drift

Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.

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 Drift + Vtiger

  • Drift Integration Vtiger Integration

    Drift + Vtiger

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

    Drift + Vtiger

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

    Drift + Vtiger

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

    Drift + Vtiger

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

    Drift + Vtiger

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

    Drift + {{item.actionAppName}}

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

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

    Triggers
  • New Message

    Triggers each time when a new message in a conversation is received.

  • 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 or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates 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 Drift & Vtiger Integrations Work

  1. Step 1: Choose Drift 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 Drift to Vtiger.

    (2 minutes)

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

Integration of Drift and Vtiger

Drift

  • “Drift is a sales and marketing automation platform that helps you understand and nurture your leads, connect with customers, and design and deliver a personalized experience for each individual in your funnel” (Drift.com, 2016.
  • “With Drift, businesses can create personalized customer experiences that drive more conversions, sales and loyalty. In the past, companies have used multiple tops to try to achieve these goals by creating manual workflows. They invest time and money in building custom sputions that get limited adoption. Drift eliminates this problem by connecting every person in your company to one central hub where they can manage communication with customers in real time” (Drift.com, 2016.
  • “Drift creates a single point of contact between you and your customers and brings all the critical information about them into one place” (Drift.com, 2016.
  • “Drift turns asynchronous communications into conversations, giving you the insights you need to make better business decisions” (Drift.com, 2016.

Vtiger

  • “Our vision is to help small businesses succeed through software & services that are intuitive, powerful, and easy to use” (Vtiger.com, 2016)
  • “Vtiger is a leading provider of open source CRM Software and hosted sputions for small businesses across the globe. With more than 1,000,000 active installations worldwide, Vtiger has helped more than 50,000 organizations globally grow their business and achieve greater efficiency” (Vtiger.com, 2016.

Integration of Drift and Vtiger

  • “The integration goes beyond simple data sharing and instead transforms Drift’s functionality into an enhanced experience for users of Vtiger CRM” (Salesforce Blogs, 2016.
  • “For example, when a prospect fills out a form on your website using Drift’s pop-up modal window or email template, Vtiger will automatically add it as a lead in the CRM database” (Salesforce Blogs, 2016.
  • “When you install the integration between Drift and Vtiger CRM, you will be able to:

Create leads and contacts automatically in the CRM system based on user activity in the Drift account.

Send leads directly from the CRM system to Drift. These leads will be automatically tagged with a specific tag that you can configure in the integration setup page (e.g., ‘Strategic Accounts’.

Send new opportunities directly from the CRM system to Drift using the tag configuration described above. These opportunities will automatically be assigned to the specific user type you choose at setup (e.g., executive. and then be sent via email to your designated account owner for that account. This option makes it easy for an account owner to keep tabs on accounts without having to continuously log into the CRM system” (Salesforce Blogs, 2016.

Benefits of Integration of Drift and Vtiger

  • “This integration is one part of our plan to provide a seamless experience for our customers who are using both products by letting them focus on what matters most—building relationships with their customers” (Salesforce Blogs, 2016.

The process to integrate Drift 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.