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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.
MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.moonclerk Integrations
It's easy to connect Vtiger + moonclerk without coding knowledge. Start creating your own business flow.
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.
Triggers when a payment has been made on MoonClerk.
Triggers when a payer checks out and creates a Recurring Plan in MoonClerk.
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.
In the present era, there are a number of applications which can be used for managing work. The most common method of managing work is using the email. It may be a bit difficult to manage emails and emails may be lost in case of an error. In addition, there are a number of other software’s that can be used for managing work. Some of them are vtiger CRM and moonclerk CRM. Integration of both the CRMs provides a number of benefits to the users. In this article, an emphasis will be given on the integration of both the CRMs.
In order to know about the integration of both the CRMs one must get an idea about each of them.
Vtiger CRM is a cloud based customer relationship management application which helps in managing all the tasks related to a company. It also helps in managing contacts, projects, opportunities and activities. Moreover, it also helps in managing time and resources, tracking tasks and responding to emails. It has a number of features such as easy workflow creation, auto-responder, contact management, marketing automation and many more. The main motive behind Vtiger CRM is to make the work easier and transparent for the users.
Moonclerk is a cloud based application which helps in managing tasks and creating projects in a more systematic manner. It helps in organizing the tasks in such a way that it becomes easy for the users to manage their time and resources. Moonclerk also helps in effective communication with teammates. The main motive behind the development of Moonclerk is to help in making work easier and organize in a better way.
There is a need for integrating both the CRMs and here we would discuss why it is important to integrate both Vtiger and moonclerk together.
First of all, integration of both the CRMs helps in easy management of work. Users can easily access both the CRMs from a single window without having to open multiple browsers or tabs. Another benefit is that there is no need to move between different applications for accessing information regarding contacts and projects etc. Moreover, it also helps in easy communication between team members regarding tasks and projects. All these benefits ensure that work is managed in a more organized and systematic manner and provide ease to users.
Thus, integration of both the CRMs provides a number of benefits to users which further helps them in managing their work easily.
Thus, one can say that there are a number of benefits associated with integration of Vtiger and moonclerk together which makes work easier for users.
The process to integrate Vtiger and moonclerk 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.