Integrate Vtiger with Microsoft Dynamics 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 Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

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

Explore quick connects

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Connect Vtiger + Microsoft Dynamics CRM in easier way

It's easy to connect Vtiger + Microsoft Dynamics 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.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • 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.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

How Vtiger & Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Vtiger and Microsoft Dynamics CRM


Vtiger is a company that provides open source CRM software. Vtiger is free for individuals or companies with less than 100 users. It is also available in two versions, namely, the standard version and the premium version. The standard version is free while the premium version has to be purchased. On the other hand, Microsoft Dynamics CRM is a business application that is offered by Microsoft. It is designed to assist companies in their business activities. It can also be used in managing customer relationships together with sales and marketing operations.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is an integrated spution that makes it more convenient for business people and sales and marketing departments to manage contacts and leads during the sales process and manage customer information and relationships after the sale. By using Microsoft Dynamics CRM, you can create a more organized database of customers. It also helps you understand your clients better as it allows you to track their purchases and their preferences. This will enable you to improve sales and customer service.

Integration of Vtiger and Microsoft Dynamics CRM

There are two ways to integrate Vtiger and Microsoft Dynamics CRM. The first way is through the use of an API link. It is the easiest way to integrate these two systems because there is little or no coding invpved. However, it may not be appropriate for some users because it requires the use of web services. To integrate Vtiger and Microsoft Dynamics CRM through this method, there should be a partner who will be able to provide the integration spution. It will also require some technical support from both sides. Aside from having technical support, there should also be a strong partnership between the two companies so they can communicate well and ensure that the integration is successful.

The second way is through the use of a software service integration spution. It does not require a lot of technical knowledge but it may cost more because there will be additional charges for the extra features needed. In addition, a user will need a software development kit (SDK. from each company. The SDKs contain all the codes needed to make integration work smoothly.

Benefits of Integration of Vtiger and Microsoft Dynamics CRM

Integration of Vtiger and Microsoft Dynamics CRM can provide numerous benefits for businesses as well as individuals. One benefit is that it allows business owners or decision makers to have a clear view of what is going on in their business. They have a clear picture of their clients’ needs, which enables them to meet their clients’ expectations and build trust with them. They can use the system to track every detail about a client’s purchase, from his or her name, address, phone number, email, to his or her social media accounts, such as Facebook or Twitter. This way, they know what products they bought from them and if they have any complaints about their products or services. Integration with these systems will allow users to gain insights about their clients’ habits and preferences, which can help them develop strategies to win more clients.

The process to integrate Vtiger and Microsoft Dynamics 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