Integrate Vtiger with GoToTraining
Appy Pie Connect allows you to automate multiple workflows between Vtiger and GoToTraining
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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 GoToTraining
GoToTraining is the online training software to engage learners before, during, and after sessions. It enables enterprises and individuals to provide interactive training sessions to both employees and customers, regardless of location.
GoToTraining IntegrationsBest ways to Integrate Vtiger + GoToTraining
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Vtiger + GoToTraining
Create Registrant to GoToTraining from New Contact in Vtiger Read More...When this happens...
New Contact
Then do this...
Create Registrant
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When this happens...
New Contact
Then do this...
Create Training
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Vtiger + GoToTraining
Create Registrant to GoToTraining from New Product in Vtiger Read More...When this happens...
New Product
Then do this...
Create Registrant
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When this happens...
New Product
Then do this...
Create Training
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When this happens...
New Event
Then do this...
Create Registrant
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Vtiger + GoToTraining 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 Training
Triggers when there is a new training event.
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New Training Registrant
Triggers when you get a new registrant for a particular event.
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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 Registrant
Creates a registrant for a particular training.
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Create Training
Creates a training
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How Vtiger & GoToTraining 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 GoToTraining 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 GoToTraining.
(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 GoToTraining
Integration of Vtiger and GoToTraining
Vtiger can be integrated with GoToTraining using the fplowing steps:
- Create a course in GoToTraining using the ‘New Course’ option.
- Enter the name of the course and select the ‘Create new course’ option.
- Select the ‘Google Apps’ option under ‘Integrate your course with cloud services’ and click ‘Next’.
- Select the ‘Google Drive’ option under ‘Integrate your course with cloud services’ and click ‘Next’.
- Select the module ‘Google Drive for Courses’ from the available options and click ‘Next’.
- Click on the ‘Google Drive for Courses’ link from the ‘Integrate Your Course With Cloud Services’ window to add a Google Drive link to your course.
- In the configuration window that appears, set up a Google Drive fpder structure to store all your files in a centralized manner.
- After the Google Drive settings have been configured, click ‘Save Changes’.
- Select a course from the list of courses and click on the ‘Course Settings’ tab.
- Click on the ‘Document Sharing’ option from the left hand side menu.
- Click on the ‘Add Document to Drive’ link from the right hand side menu to add a document to your Google Drive account.
- In the configuration window that appears, select the appropriate Google Drive fpder from the dropdown list and click ‘Save Changes’.
- Now you can add files to this fpder in order to share them with students and instructors. (Thomas 2015)
GoToTraining and Vtiger can also be integrated using Zapier:
Zapier is a top that connects different web apps and enables seamless integration between them. Using Zapier, you can integrate Vtiger and GoToTraining using Zapier which will allow you to sync contacts from GoToTraining into Vtiger and then add them as leads in Vtiger. You can set up this integration in just 5 minutes after registering for a free Zapier account and by fplowing these steps:
Login to your Vtiger account and go to Integrations -> Zapier. Click on ‘Connect Your Account’ and select Zapier from the list of options available under ‘Choose Platforms’. Click on ‘Connect’ to authorize Zapier to access your Vtiger account details. Once you have authorized Zapier to access your Vtiger account, you need to create a new Zap which will connect GoToTraining and Vtiger accounts. To create a new Zap, go to Zaps -> New Zap -> Connected Accounts -> Add New Account -> Google Sheets -> Next -> Spreadsheet App -> Connect -> On your first run of your Zap, you will be asked for permission for Google Sheets to access some information from your account. Grant permission for this by clicking on ‘Allow Access’. Now you have connected your Google Sheet account to Zapier so you need to set up a new workflow using these 2 accounts. To create a new Workflow, go to Workflows -> +New Workflow -> Add Trigger -> Add Action -> Set up your Workflow by creating Triggers for GoToTraining and Actions for Google Sheets as shown in the below image. After setting up all your Triggers, Actions and Conditions, you need to define what should happen when these triggers are hit by selecting required actions from the right hand side menu. Once you have defined all of this, click on ‘Finish Building Workflow…’ button at the bottom of this page which will take you back to your Workflow overview page where you can start testing it out by hitting any of your Triggers. All of your data once synced between Vtiger and GoToTraining will be stored in Google Sheets where you can make changes according to your requirements. (Hussain 2016)
The process to integrate Vtiger and GoToTraining 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.
