Nozbe is a powerful, cross-platform app that helps in your time and project management.
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
It's easy to connect nozbe + Vtiger without coding knowledge. Start creating your own business flow.
Triggered when a new category is added
Triggered when a new project is created
Triggered when a new task is created
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Create new project
To create a new task into a project.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Nozbe is a web-based task management top for teams. It is an easy way to manage projects and cplaborate with your team members. You can import your existing tasks, create tasks, divide them into projects and add due dates to them. It is available on mobile devices as well, so you can carry the tasks with you while you are on the go.
Vtiger is a leading CRM software that caters to small and medium-sized businesses. It is a robust top to handle all your customer data, build relationships and automate sales processes. With Vtiger, you can assign leads and opportunities to team members, track time spent on each project and see performance metrics at a glance. It comes with lots of tops, modules and features to help you do your job better.
Nozbe integrates with Vtiger via Appy Pie Connect. This integration enables you to push tasks from nozbe to Vtiger and vice versa. No more manual transfers between the two platforms. It’s quick and easy – just set up a Connect and let Appy Pie Connect take care of it for you. Here’s how you set up this integration:
Step 1. Choose your Connect templates:
Choose your Connect templates. Step 2. Select ‘nozbe’ as the trigger app:
Select ‘nozbe’ as the trigger app. Step 3. Select ‘vtiger CRM’ as the action app:
Select ‘vtiger CRM’ as the action app. Step 4. Complete the ‘nozbe’ setup:
Complete the ‘nozbe’ setup. Step 5. Complete the ‘vtiger CRM’ setup:
Complete the ‘vtiger CRM’ setup. Step 6. Set up your Appy Pie Connect account:
Set up your Appy Pie Connect account. Step 7. Activate the integration:
Activate the integration. Step 8. Back in your Appy Pie Connect dashboard, test your Connect and make any necessary adjustments to the settings:
Back in your Appy Pie Connect dashboard, test your Connect and make any necessary adjustments to the settings. Step 9. Add it to one or more projects in nozbe by selecting ‘Add a new Connect’ from the top menu bar of your nozbe dashboard, filling in the form with the name and details of your Connect, selecting ‘Appy Pie Connect’ as your Action App, checking ‘nozbe’ in the Trigger App dropdown, selecting the project you want to link it to and then clicking ‘Save Changes’. You will now be taken back to your Connect where you can see its status as ‘On’ and also edit its name and description if you wish before activating it by clicking ‘Save Changes’ again. Your Connect should now be active! Now whenever there is a new task added in nozbe it will be automatically added to the project you selected! That’s it! You can change the project you want to connect this Connect to at any time by going back into the Connect and changing it from there. You can also add multiple Connects if you want them to run on multiple projects at once! When adding multiple Connects you must make sure all of them are connected to different projects or else they might conflict with each other. To do this you can check out our instructions here! You can also see some tips on how to manage multiple Connects here!
The process to integrate nozbe 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.