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Microsoft Dynamics CRM + Vtiger Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Vtiger

  • No code
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  • Lightning Fast Setup
Microsoft Dynamics CRM Integrations
About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

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.

Vtiger Integrations
Vtiger Alternatives

Looking for the Vtiger Alternatives? Here is the list of top Vtiger Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive

Best ways to Integrate Microsoft Dynamics CRM + Vtiger

  • Microsoft Dynamics CRM Vtiger

    Microsoft Dynamics CRM + Vtiger

    Create Product to Vtiger from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Vtiger Create Product
  • Microsoft Dynamics CRM Vtiger

    Microsoft Dynamics CRM + Vtiger

    Create Event to Vtiger from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Vtiger Create Event
  • Microsoft Dynamics CRM Vtiger

    Microsoft Dynamics CRM + Vtiger

    Create Organization to Vtiger from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Vtiger Create Organization
  • Microsoft Dynamics CRM Vtiger

    Microsoft Dynamics CRM + Vtiger

    Create Service to Vtiger from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Vtiger Create Service
  • Microsoft Dynamics CRM Vtiger

    Microsoft Dynamics CRM + Vtiger

    Create Case to Vtiger from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Vtiger Create Case
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Updated Lead

    Triggers when a lead is updated.

  • 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 Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • 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.

Show All

How Microsoft Dynamics CRM & Vtiger Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM 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 Microsoft Dynamics CRM to Vtiger.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Vtiger

Microsoft Dynamics CRM is a product of Microsoft that is used to manage the entire sales and marketing operations. It also helps in managing the customer relationship management. Vtiger is a customer relationship management system. This is a kind of open source software to manage operations from both the points of view i.e. sales and marketing.

In this part, we will discuss the integration of Microsoft Dynamics CRM and Vtiger. When the two systems are integrated, then one can use a single dashboard to monitor all activities. There is no need to check both the websites separately. The user can get the information from both the sources on a single dashboard. For example, if an agent is using Microsoft Dynamics CRM for his work, then he can easily access the client records data using Vtiger. With the help of this top, he is able to track the client’s online purchases, contacts, correspondence with clients etc.

Vtiger is an open source spution which can be used by non-technical people as well as by technical persons. It is very easy to install and deploy. There are no licenses or costs invpved in it. It is possible to integrate Vtiger with multiple CRMs like Salesforce CRM, Magento CRM etc. It also allows integration with multiple ecommerce platforms like OpenCart, PrestaShop etc. It can be integrated with other popular social networking sites like Facebook, Twitter etc. It allows the users to create e-commerce stores by integrating with third party shopping carts like Shopify, BigCommerce etc.

Vtiger is user friendly and flexible too. It is possible to set up custom fields with multiple options for each field so that they can be used in different ways. It is possible to contrp permission levels of each forum so that only those who are authorised can access it. Vtiger comes with an option of setting up bandwidth consumption limit so that it does not use high bandwidths unnecessarily. It has got an out-of-the-box interface which can be customised according to the company’s needs.

Vtiger is an ideal spution for companies that want to streamline their sales and marketing operations without any cost or investment on their side. It is very easy to deploy this spution on the web servers. With the help of this top, it becomes very easy to integrate different applications together without creating any problem for the users.

The process to integrate Microsoft Dynamics CRM 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.

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