Integrate Vtiger with Agile CRM

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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.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

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

Explore quick connects

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Connect Vtiger + Agile CRM in easier way

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

  • Triggers
  • 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.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • Actions
  • 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.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Vtiger & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Vtiger and Agile CRM

In this article, I will discuss the importance of Vtiger and Agile CRM integration. I will also discuss about the features of integrating Vtiger and Agile CRM.

Integration of Vtiger and Agile CRM

Vtiger is a multi-functional open source web based application that can be used by small to large businesses to manage their business activities. It offers various functionalities like sales force automation, customer relationship management, project management, social media management etc. It is a fully integrated platform with email, calendar, tasks, file sharing, document management, project management, online forums, wiki and blogs.

Agile CRM is an open source software that is used in managing the customer relationship of any organization. It is designed to make the process of managing customer relationship easy for small to large organizations. The software is specially customized for each organization’s requirements so that it can work efficiently for it.

Integrating Vtiger and Agile CRM allows users to exchange information with each other. This integration helps in increasing efficiency of the users and save time. Further, it provides better customer service and faster response to customer queries. The integration helps in improving the user experience of the customers as well as makes them happy and satisfied.

Benefits of Integration of Vtiger and Agile CRM

The benefits of integrating Vtiger and Agile CRM are:

It enables the users to create a free flowing communication channel between them. This helps in improving customer service.

It helps in providing better customer experience as it can be accessed from anywhere and anytime. It can be accessed through any mobile device or computer. Thus, it increases productivity and efficiency of the users.

It integrates the two separate applications so that they can work together. Hence the users do not have to use different applications for different tasks. They can perform different tasks using one single application, which saves time and effort. In addition, it also reduces errors by avoiding duplication and repetition of operations.

It brings all data under one roof so that it can be used properly and in an efficient manner without wasting time. It also reduces the costs associated with running multiple applications simultaneously.

It provides an interface for creating an account with a single click. It also helps in sending messages and reminders to the clients without wasting time on logging into two accounts separately to send messages or reminders to them. It saves time as well as reduces effort required to send reminders or messages to clients by individual users.

We can conclude that integrating Vtiger and Agile CRM improves efficiency, productivity and customer satisfaction by reducing errors, saving time and effort while performing different tasks by using one single application rather than using different applications for different tasks simultaneously.

The process to integrate Vtiger and Agile CRM 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