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Integrate Salesforce with Vtiger

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

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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 ways to Integrate Salesforce + Vtiger

  • Salesforce Integration Vtiger Integration

    Salesforce + Vtiger

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

    Salesforce + Vtiger

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

    Salesforce + Vtiger

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

    Salesforce + Vtiger

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

    Salesforce + Vtiger

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

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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 Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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 Salesforce & Vtiger Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to Vtiger.

    (2 minutes)

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

Integration of Salesforce and Vtiger

Salesforce?

Salesforce is a customer relationship management software developed by salesforce.com and it’s used to manage the information of customers, competitors, products and much more. It helps in managing different business functions such as sales, marketing, customer service. It offers many services like CRM, analytics, social enterprise, mobile app and much more. The Salesforce platform consists of a set of core applications that are required to run any successful business.

Vtiger?

Vtiger is an open source CRM software and it’s used for managing the information of clients, support and technical staff as well. It helps in managing different business functions such as sales, marketing, customer service. It offers many services like CRM, analytics, social enterprise, mobile app and much more. The Vtiger platform consists of a set of core applications that are required to run any successful business.

Integration of Salesforce and Vtiger

Integration of Salesforce and Vtiger will help companies to increase the efficiency of tasks by combining two systems into one platform. The integration of these two platforms can be done with the help of the API technpogy which allows easy exchange of data between two systems. Both platforms are in different languages but they can be integrated with each other easily through the API technpogy.

The API technpogy or application programming interface is a set of tops and methods that allow communication between two different programs or platforms. For example, Salesforce is a cloud based CRM system whereas Vtiger is an open source CRM system so both are different. They can be integrated through the API technpogy because it helps in data exchange between the two systems.

Benefits of Integration:

The integration of Salesforce and Vtiger will help companies to increase the efficiency of tasks by combining two systems into one platform.

The integration keeps company data more organized and easily accessible. This helps in quick decision making and enables excellent customer service. It also helps in reducing the cost that is needed for maintaining multiple systems as one system is enough for all the needs of the organization.

The integration reduces the total cost of ownership and maintenance significantly since there is only one system that needs to be maintained instead of two separate systems. Companies can save lot of time by integrating their systems rather than using two separate systems.

The integration can also help in increasing employee productivity and improve their satisfaction level as they don’t have to go back and forth between two systems to do any task. It also ensures increased accuracy in data entry and reduce chances of errors as they are entered only once in one system rather than two different ones.

  • Benefits of Integration:
  • The integration reduces the total cost of ownership and maintenance significantly since there is only one system that needs to be maintained instead of two separate systems. It also helps in saving lot of time as there is only one system that needs to be maintained instead of two separate systems. Companies can save lot of time by integrating their systems rather than using two separate systems. The integration can also help in increasing employee productivity and improve their satisfaction level as they don’t have to go back and forth between two systems to do any task. It also ensures increased accuracy in data entry and reduce chances of errors as they are entered only once in one system rather than two different ones. The integration keeps company data more organized and easily accessible. This helps in quick decision making and enables excellent customer service. It also helps in reducing the cost that is needed for maintaining multiple systems as one system is enough for all the needs of the organization.

    The process to integrate Salesforce 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.