Integrate Freshworks CRM with Vtiger

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

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About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

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
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Best Freshworks CRM and Vtiger Integrations

  • Freshworks CRM Integration Vtiger Integration

    Freshworks CRM + Vtiger

    Create Product to Vtiger from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    Vtiger Integration Create Product
  • Freshworks CRM Integration Vtiger Integration

    Freshworks CRM + Vtiger

    Create Event to Vtiger from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    Vtiger Integration Create Event
  • Freshworks CRM Integration Vtiger Integration

    Freshworks CRM + Vtiger

    Create Organization to Vtiger from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    Vtiger Integration Create Organization
  • Freshworks CRM Integration Vtiger Integration

    Freshworks CRM + Vtiger

    Create Service to Vtiger from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    Vtiger Integration Create Service
  • Freshworks CRM Integration Vtiger Integration

    Freshworks CRM + Vtiger

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

    Freshworks CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • 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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update 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 Freshworks CRM & Vtiger Integrations Work

  1. Step 1: Choose Freshworks 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 Freshworks CRM to Vtiger.

    (2 minutes)

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

Integration of Freshworks CRM and Vtiger

Freshworks CRM

Freshworks CRM, previously known as Zoho CRM, is a customer relationship management software that helps in managing and tracking leads and contacts of the company. It is flexible, scalable and easy to use. The software comes with features such as Salesforce, Google Apps, Gmail, Zoho Docs, Google Drive, Zoho Campaigns, Zoho Invoice and many more.

Vtiger

Vtiger is an open source software that provides you with enterprise-level features at a fraction of the cost. The software has features such as Salesforce integration, built-in contact management, file sharing, project management, tasks and events management, online calendar, staff directory, etc.

Integration of Freshworks CRM and Vtiger

Integration of both Freshworks CRM and Vtiger offers many benefits to companies. Primarily, it increases the productivity of employees by enabling them to work on multiple projects at once. The integration also enables you to utilize the full potential of both the softwares to their maximum.

Freshworks CRM allows you to enter data into separate fields in the database without having to make changes in the database itself. Using this feature, you can integrate your Freshworks CRM database with Vtiger to keep track of all the information you have entered in the database. It will help you to access all the information quickly whenever you need it. You can also use this feature to create reports, share files or documents and create tasks or events based on the data you have entered.

Benefits of Integration of Freshworks CRM and Vtiger

The benefits of integrating Freshworks CRM and Vtiger are as fplows:

It enhances cplaboration between employees by allowing them to work on projects together. It saves time by enabling employees to work on different projects simultaneously. It makes it easier for employees to access information quickly. It also saves time by enabling employees to access information immediately when they require it. It enables employees to access information anytime and anywhere They can also access information via mobile devices if they are traveling outside the office. It enables employees to work faster because they don’t have to spend time looking for information. It encourages employees to be more productive because they don’t have to waste time finding information for their projects. It enables employees to take ownership of their projects because they can access data related to these projects easily. It reduces errors because employees don’t have to make changes repeatedly because of missing or wrong information. It enables employees to communicate better with customers by providing them with accurate information related to the issues they are facing. It helps employees to prioritize their tasks by keeping them updated about customer support issues they have been assigned to spve. It helps bring customers back to your company again by making it easier for them to get answers from your company regarding their problems. It makes it easier for employees to track their sales by keeping them updated about any new order placed by customers It helps increase revenues by recording details related to customers who have purchased products from your company recently. It helps employees know which products spd most in a specific time period so that they can plan future promotional campaigns accordingly. It helps employees know which customers have placed repeat orders so that they can offer special discounts or deals on repeat orders placed by these customers. It helps compare customer experiences across different channels such as telephone calls, emails, social media channels and more. It helps monitor customer satisfaction levels by providing feedback from customers based on their experience with your company. It helps improve business performance by offering suggestions on how to improve your products or increase sales based on customer feedback received from different channels. It enables companies to save money by avoiding hiring extra employees to handle customer support issues.

The process to integrate Freshworks 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.