Integrate Vtiger with Tookan
Appy Pie Connect allows you to automate multiple workflows between Vtiger and Tookan
- No code
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- Lightning Fast Setup
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 Tookan
Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.
Tookan IntegrationsBest Vtiger and Tookan Integrations
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When this happens...
New Contact
Then do this...
Add Customer
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When this happens...
New Contact
Then do this...
Add Agent
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When this happens...
New Contact
Then do this...
Create a Pickup Task
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When this happens...
New Contact
Then do this...
Create a Delivery Task
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When this happens...
New Contact
Then do this...
Create an Appointment Task
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Vtiger + Tookan 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 Task
Trigger when new task created.
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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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Add Agent
Adds a new agent
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Add Customer
Create a new customer.
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Create a Delivery Task
Create a Delivery Task
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Create a Pick and Delivery Task
Create a Pick and Delivery Task.
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Create a Pickup Task
Creates a pick task.
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Create an Appointment Task
Create an Appointment Task
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Create an FOS Workflow Task
Create an FOS Workflow Task.
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How Vtiger & Tookan 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 Tookan 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 Tookan.
(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 Tookan
Vtiger is a CRM system which helps enterprises to organize and manage their customer relationship data. It is a web-based system that allows customers to update their own information. It can be accessed by either a desktop or web browser. Tookan is flexible customer relationship management (CRM. software that is used for managing relationship with customers, partners and vendors. It has many features like survey, business intelligence, activity management, e-commerce, case management etc. The integration of Vtiger and Tookan will help companies to manage their customer relationship in an effective way.
Integration of Vtiger and Tookan
Tookan is the best top for customer relationship management. It keeps you connected with your customers. With Tookan, businesses get opportunities for better communication with their clients, both current and potential ones. The integration of Vtiger and Tookan will help businesses to manage their customer relationship in an effective way.
Integration of Vtiger and Tookan is easy. Vtiger provides REST API service for integrating with other applications, including Tookan. This integration will help to design user-friendly interaction between Vtiger and Tookan. Any changes made in the Tookan, will be reflected in the Vtiger account of the customer on real time basis. Companies can make use of this integration to create an online community of their customers, employees and suppliers. Integration will also help them to complete tasks faster and easier. With integration, you can access any supporting documents with just few clicks. It will also help you to store all your sales leads in one place. You can easily build customer database through integration of Vtiger with Tookan. You can contact with your clients whenever you want to. This integration will bring more flexibility in the development process of your business.
Benefits of Integration of Vtiger and Tookan
Through integration of Vtiger and Tookan, small businesses can have advantage of Tookan’s advanced features with great ease of use. The major benefits are listed below:
- Customer Relationship Management. Integration will allow users to track all past interactions with clients in one place. This is especially useful in case of B2B marketplaces in which multiple leads are generated in every day. If these leads are properly tracked in Tookan, it will be easier for users to create qualified leads when they need them, regardless of whether it is early morning or late night.
- Ease of Use. Integration helps users to create an online community where everyone can access your information in one place. This makes it easy for the users to share information quickly and efficiently. They can also get instant updates on any changes made in the respective fields so that they do not miss out on any important details. On the other hand, managers will get an ability to monitor tasks effectively and receive alerts about any delays so that they can respond quickly and efficiently. Through Vtiger, users can manage their entire relationship with their clients, suppliers and employees from a single platform without any hassle or confusion about what needs to be done at what stage of the business cycle.
- Process Automation. Integration also helps users to get rid of redundant tasks such as checking for updates manually and documenting progress for each project manually, while ensuring that the manual work is limited only to things that really need to be done manually rather than automating everything by using software. Integration also helps to organize and prioritize projects more easily and efficiently, while ensuring that users do not miss out on important projects and opportunities.
- Effective Communication. Integration also helps users to meet deadlines easily by providing them with an opportunity to create reports that can be easily accessed by others whether it is a manager or a client. Users can also get access to documents like FAQs for quick reference without any hassle or confusion about what exactly needs to be done at what stage of the business cycle. Moreover, it helps them to stay in touch with clients even when they are busy with other projects without any problem whatsoever because they have got access to all the details about what needs to be done at what stage of the business cycle. Moreover, it helps users to create surveys for feedback from clients about their services or products to ensure that they are meeting their expectations accurately and efficiently. It also allows them to send communications via emails which means that they do not have to remember phone numbers or addresses or worry about misplacing business cards or forgetting names when trying to reach out to someone who might turn into a present or future client or supplier.
The process to integrate Vtiger and Tookan 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.
