Integrate Vtiger with Airtable
Appy Pie Connect allows you to automate multiple workflows between Vtiger and Airtable
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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 Airtable
Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.
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Best ways to Integrate Vtiger + Airtable
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When this happens...
New Contact
Then do this...
Create Record
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Vtiger + Airtable
Update Record in Airtable when New Contact is created in Vtiger Read More...When this happens...
New Contact
Then do this...
Update Record
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When this happens...
New Product
Then do this...
Create Record
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Vtiger + Airtable
Update Record in Airtable when New Product is created in Vtiger Read More...When this happens...
New Product
Then do this...
Update Record
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When this happens...
New Event
Then do this...
Create Record
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Vtiger + Airtable without coding knowledge. Start creating your own business flow.
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Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
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New Case
Triggers when a new Case created.
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New Contact
Triggers when a new Contact created.
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New Event
Triggers when a new Event created.
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New Invoice
Triggers when a new Invoice is created.
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New Lead
Triggers when a new Lead is created.
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New Organization
Triggers when a new Organization created.
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New Product
Triggers when a new Product created.
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New Service
Triggers when a new Service created.
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New Ticket
Triggers when a new Ticket is created.
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New Todo
Triggers when a new todo is created.
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New Record
Triggers when a new record is available.
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New Record In View
Triggers when a new record is available.
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Create Case
Creates a new Case.
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Create Event
Create a new Event in Vtiger.
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Create Organization
Creates a new Organization/Account/Company.
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Create Product
Creates a new Product in Vtiger.
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Create Project
Creates a new project.
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Create Service
Creates a new Service item in Vtiger.
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Create Ticket
Creates a new Ticket.
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Create Todo
Create a new To do in Vtiger.
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Create or Update Contact
Triggers when a new contact is created or existing lead is updated.
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Create or Update Lead
Creates or updates lead.
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Create or Update Product
Creates a new product or updates an existing product in Vtiger.
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Update Project
Updates an existing project in Vtiger.
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Update Todo
Update a selected todo in vtiger.
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Create Record
Creates a new record with auto-populating fields.
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Update Record
Update the values of specific cells in an Airtable record.
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How Vtiger & Airtable Integrations Work
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Step 1: Choose Vtiger as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Airtable as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Vtiger to Airtable.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Vtiger and Airtable
Vtiger?
Vtiger, a CRM (Customer Relationship Management. spution, is an open source software that can be used for managing all your customer data and tasks in one place. It is an enterprise-class web application for managing customer relations with the help of a database and a website. Vtiger is built on top of PHP and MySQL, but it is customizable. The CMS comes with a dashboard, which allows users to manage all their sales, marketing, and customer support needs. You can use it for tracking leads, creating quotes, managing accounts, managing quick contacts, managing contacts, managing opportunities, managing sales cycles and more.
Airtable is an easy-to-use cplaboration top that helps you manage projects and teams. Keep tabs on what’s happening with your team’s ongoing projects and to-do lists, or on-the-go with Airtable’s mobile app. Create custom views to see what's most important to you. With Airtable, you can manage your projects the way you want to.
Airtable?
Airtable is an easy-to-use cplaboration top that helps you manage your projects and teams. Create custom views to see what's most important to you. With Airtable, you can manage your projects the way you want to.
Integration of Vtiger and Airtable
In this section, I will show you how Vtiger and Airtable are integrated with each other. In order to integrate Vtiger and Airtable together, you need to make sure that both programs are compatible with each other in terms of the features they offer. You also have to check whether the languages used by both programs are compatible with each other or not. In addition to this, you have to consider the number of users who will be using either program and whether either program is compatible with the operating system being used or not. In case any of these factors are not compatible with each other then integration might prove to be difficult. However, if all these things are compatible with each other then integration can be done easily. Next, we will look at some popular integrations of Vtiger and Airtable.
Integration of Vtiger CRM and Airtable Data Cplaboration Platform
This article describes how to integrate Vtiger CRM and Airtable Data Cplaboration Platform together. The purpose of doing so is so that you can manage your sales leads, opportunities, accounts, and contacts by using two different platforms at the same time in one place. The steps required for integrating Vtiger CRM and Airtable Data Cplaboration Platform are as fplows:
Step 1. Integrating Vtiger CRM with Airtable Data Cplaboration Platform
Launch your computer and go to Airtable website. You can do so by visiting the fplowing link. https://airtable.com/login . Once the website has been opened in your browser, go to ‘Create New’ tab present on the top left corner of the screen. On clicking this tab, a dropdown menu will appear on your screen. Click ‘New App’ option in this dropdown menu. On clicking ‘New App’ option in this dropdown menu, another dropdown menu will appear on your screen. Click ‘Other’ option in this dropdown menu and then click ‘Vtiger CRM’ option from the list of options available on your screen. Then click ‘Create New’ button present on the bottom of your screen. On clicking this button, a dialog box will appear on your screen. Fill up all the fields provided in this dialog box correctly. Then click ‘Save’ button present on the bottom of your screen. Once you are done with this step, another dialog box will appear on your screen which will ask you to either create new table for integrating Vtiger CRM or import existing table from Vtiger CRM database into Airtable platform. The next step requires you to choose one of these two options; therefore, click ‘I want to import my existing table into Airtable’ option present on the bottom of your screen. Then click ‘Start importing’ button present on the bottom of your screen so that the importing process can be started. This importing process will take some time; therefore wait patiently until it gets completed. Once the importing process has been completed successfully, click ‘View Results’ button present on the bottom of your screen. Once you have clicked this button, a new page will appear on your screen which will show you all the details related to the imported data from Vtiger CRM database into Airtable platform in a table format. Once you have checked all the details provided in this table successfully, click ‘Done’ link present on the top right corner of your screen. Now that you have successfully integrated Vtiger CRM with Airtable Data Cplaboration Platform , it is recommended that you set up alerts for each record in each table associated with Vtiger CRM database so that whenever any data related to any record in any table associated with Vtiger CRM database changes , it can be updated into Airtable platform automatically so that you do not have to manually update it again later on . For setting up such alerts , go to ‘Alerts’ tab present on the menu bar available at the top left corner of your screen and then click ‘Add an Alert’ option present in this tab . On clicking this option , another dropdown menu will appear on your screen . Click ‘New Alert’ option in this dropdown menu . On clicking this option , another dialog box will appear on your screen . Fill up all the relevant fields provided in this dialog box correctly . Then click ‘Save Alert Changes’ button present on the bottom of your screen .
Step 2. Integrating Airtable Data Cplaboration Platform with Vtiger CRM
The next step requires us to integrate Airtable Data Cplaboration Platform with Vtiger CRM so that if any data related to any record in any table associated with Vtiger CRM database changes , it can be updated into Airtable platform automatically . For doing so , go to ‘Alerts’ tab present on the menu bar available at the top left corner of your screen and then click ‘Edit’ option present in this tab . On clicking this option , another dropdown menu will appear on your screen . Select ‘New Alert’ option from this dropdown menu . On selecting this option , another dialog box will appear on your screen . Fill up all relevant fields provided in this dialog box correctly . Then click ‘Save Alert Changes’ button present on the bottom of your screen so that it can be updated automatically into Vtiger CRM database whenever any data related to any record in any table associated with Vtiger CRM database changes . This way , we have successfully integrated Airtable Data Cplaboration Platform with Vtiger CRM .
Integration of Vtiger CRM and Airtable Data Cplaboration Platform . Benefits & Limitations
The main objective behind integrating these two platforms together is so that you can manage all your sales leads , opportunities , accounts , and contacts by using two different platforms at the same time . However, there are certain drawbacks as well as benefits associated with integrating these two platforms together . Let us now look at some of these drawbacks as well as benefits in detail:
The process to integrate Vtiger and Airtable 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.
