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.
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Add additional functionality to your Vtiger account by connecting it to Appy Pie Connect. Our automation platform allows you to connect Vtiger with any web app including Gmail, MailChimp, Facebook, Trello, Ninja Form, Eventbrite, QuickBooks Online, Wufoo, Google Sheets, ClickDesk, Google Sheets, PayPal, Gravity Forms, and more without any coding. Each of Appy Pie Connect’s integrations is designed to make your marketing and sales departments more efficient, saving you time and money on training and enhancing your customer experience. Appy Pie Connect’s Vtiger integrations make it easy for you to contact your customers just the way you prefer.
Vtiger is an all-in-one customer relationship management tool for small and midsized businesses. It has a feature-rich package for managing leads, sales, automation, marketing activities, operations, brand campaigns, and support. With the right automation tool, Vtiger easily integrates into your business processes, helping you manage your customer relationship more effectively. Using Appy Pie Connect you can automatically create new leads in Vtiger account from Gravity Forms, Gmail, Google Sheets, PayPal, Wufoo, and many more without any copy-pasting or opening multiple apps. creating a new contact on Vtiger with all that data for you so you keep your records updated with no manual effort.
Appy Pie Connect brings together Triggers (like "New Lead") and Actions (like "Create Contact") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these Connects help you automate repetitive tasks saving you the trouble of doing them manually.
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.
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.
Find a product.
Find a todo.
To integrate Vtiger with Appy Pie Connect, search and select the app from the app directory at Appy Pie Connect. Choose the service required and Click Continue to move further ahead with integration steps at Appy Pie Connect.
Click Connect an Account and enter the information of the Vtiger account in the pop-up form at Connect. Enter the Domain, Username & Access Key in the fields. Click the Yes, Continue button after filling the information in fields correctly.
Note: To find the access key, log in to your Vtiger account and go to Settings >> My Preferences.
Appy Pie Connect will ask to reconfirm your Vtiger account. Click the Continue button and integration of Vtiger will be completed at Connect.
404 - Not Found Error
This error will be faced by the user while integrating a self-hosted or open version at Connect. You need to have the account hosted on .vtiger.com to integrate it with Connect.
While using Create or Update Lead option the error message is shown in Connect “Unable to retrieve Custom Fields”
By default, vtiger keeps the option of the Leads module is disabled. To enable this option go to settings >> Modules and enable leads module.