Integrate Vtiger with Pipedrive

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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 Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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

Explore quick connects

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Connect Vtiger + Pipedrive in easier way

It's easy to connect Vtiger + Pipedrive 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.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

How Vtiger & Pipedrive 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 Pipedrive 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 Pipedrive.

    (2 minutes)

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

Integration of Vtiger and Pipedrive

Vtiger?

Vtiger is a web-based customer relationship management system (CRM. created by the Belarusian company ParaGraph Technpogies. It was created to help businesses manage their customers, contacts and data. The first version of the software was released in May 2004, and since then, the program has been updated with newer versions. Vtiger is used in both small and large businesses, and is also popular among open source developers as it is open source.

Pipedrive?

Pipedrive is an online sales management top that helps companies manage their sales pipeline, leads, campaigns and customers. It is a SaaS application which means that you do not have to download or install any software on your computer. You access your data via the Internet, and the software is hosted by Pipedrive. The company was founded in Finland in 2009 by Alexander Aghassipour, and they now have offices in 8 countries around the world. Their headquarters are located in Tallinn and Tartu, Estonia. Pipedrive is used by more than 5,000 companies from over 40 countries around the world.

Integration of Vtiger and Pipedrive

Integrating Pipedrive and Vtiger together will allow you to combine data from each platform into a single place for easy access. This integration can be done manually or automatically. In this case, we will be looking at how to integrate these two programs automatically.

First, you will need to go to the Preferences section of the Pipedrive dashboard. Here, switch to the API tab and click on the Create API Key button:

This will bring up a small window with a few fields that you need to fill out before creating your API key:

Once you have entered your information, click the Create button at the bottom of the box. This will create an API key for you. Copy this key somewhere where you can easily access it because you will need it in Vtiger:

Now that you have created an API key for Pipedrive, you must go to your Vtiger dashboard and click on Administration > System Settings > General Settings > Web Services:

Here, click on the Add New Service button. Then, choose the service type “Salesforce” from the dropdown menu and enter your unique API key from Pipedrive in the Token field:

Benefits of Integration of Vtiger and Pipedrive

There are many benefits to integrating Vtiger and Pipedrive. These include:

The process to integrate Vtiger and Pipedrive 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