Integrate SharpSpring with Vtiger

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About SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

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.

Want to explore SharpSpring + Vtiger quick connects for faster integration? Here’s our list of the best SharpSpring + Vtiger quick connects.

Explore quick connects

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Connect SharpSpring + Vtiger in easier way

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

  • Triggers
  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • 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

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a 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.

How SharpSpring & Vtiger Integrations Work

  1. Step 1: Choose SharpSpring 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 SharpSpring to Vtiger.

    (2 minutes)

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

Integration of SharpSpring and Vtiger

This article is about the benefits of using SharpSpring and Vtiger integration. It is quite popular in the North American market. The two companies have been on a journey to make their integration seamless and effective. This has been made possible by the use of a Vtiger CRM plugin. It has helped companies get more customers through the use of a website that also provides an online store.

Integration of SharpSpring and Vtiger

Integration of SharpSpring and Vtiger was achieved by the use of a Vtiger CRM plugin. The major benefit of this integration is that it offers marketing automation and this is based on the lead generation process that helps in creating a “lead capture” form. The leads are then brought into the CRM system which is already used for managing customer relationships. Apart from lead capture, data can be synced between the various marketing channels and this helps in making sure that there is consistency in the data. This is done without any duplication of data so that information related to a customer can be shared between different individuals who are responsible for making sales. Another benefit of using SharpSpring and Vtiger integration is that it makes it easier to access data while getting information on customers, leads and prospects. Data can be obtained in real time and this means that no time is wasted.

Benefits of Integration of SharpSpring and Vtiger

The benefits of using SharpSpring and Vtiger integration are numerous. The first benefit is that it offers the ability to create highly targeted campaigns based on customers’ interests and needs. This makes it easy to attract new leads as well as customers. Secondly, it helps in managing leads effectively by making it easy to view data related to leads, prospects, existing customers as well as feedback. This will go a long way in improving customer care services, increase sales and also improve brand value. In addition to these, there are other benefits such as tracking conversions, tracking leads, managing e-commerce orders, managing products, managing website visitors and so on. All the above-mentioned benefits make it easy for you to manage your business effectively.

The above are some of the main reasons why you should consider using SharpSpring and Vtiger integration in your business. It is important to note that both systems should be managed by trained professionals especially if you want to get maximum benefits from these systems.

The process to integrate SharpSpring 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm