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.
PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
pipelinedeals IntegrationsVtiger + pipelinedeals
Create Company to pipeline deals from New Contact in Vtiger Read More...Vtiger + pipelinedeals
Update Company in pipeline deals when New Contact is created in Vtiger Read More...Vtiger + pipelinedeals
Create Person to pipeline deals from New Contact in Vtiger Read More...It's easy to connect Vtiger + pipelinedeals 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 deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
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.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
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(2 minutes)
Vtiger is an open source software for small to medium-sized businesses and organizations. pipelinedeals is a cloud-based, SaaS (software as a service. platform that allows users and merchants to connect and transact with each other.
Better management of inventory and logistics – With the integration of Vtiger and pipelinedeals , the seller can manage their inventory better. They can track their inventory from one central location. In addition, they can plan how to deliver their products to the customers more effectively.
In addition, the seller will be able to track their shipping information from one single application. This will allow them to manage their logistics better. Better customer experience – Pipelinedeals provides a feature called “Chat” which allows the seller to talk directly to the customer using the messaging option provided by the application. This feature provides a better customer experience as it eliminates delays in communication between the seller and customer. In addition, it allows the seller to spve any query or issue that might arise during the ordering process. In fact, the seller can also provide the customer with additional information about their products or services through this feature.
In addition, this feature will help in reducing the number of calls made by the customers as all issues can be spved using this feature. Better customer support – Pipelinedeals provides a feature called “support center” which allows the seller to reach out to the customers using a messaging system provided by the application. This feature provides a better customer support as it eliminates delays in communication between the seller and customer. In addition, it allows the seller to spve any query or issue that might arise during the ordering process. In fact, the seller can also provide the customer with additional information about their products or services through this feature. In addition, this feature will help in reducing the number of calls made by the customers as all issues can be spved using this feature. Flexible payment options – Pipelinedeals provides various payment options like credit cards and bank transfer which can be used by the seller to receive payments for their services or products. Faster processing – Pipelinedeals provides various payment options like credit cards and bank transfer which can be used by the seller to receive payments for their services or products. In addition, this application provides an option called “Guarantee” which allows the buyer to pay for an item immediately after ordering it without waiting for it to be shipped. This option enables faster processing as after paying for an item, it becomes available for delivery immediately. In addition, this application provides an option called “Guarantee” which allows the buyer to pay for an item immediately after ordering it without waiting for it to be shipped. This option enables faster processing as after paying for an item, it becomes available for delivery immediately.
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