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.
Zoho Creator is a low-code application development platform that empowers you to build enterprise-class applications that run on mobile, tablet, and web.Zoho Creator Integrations
Vtiger + Zoho CreatorDownload File in Zoho Creator when New Contact is created in Vtiger Read More...
Vtiger + Zoho CreatorDownload File in Zoho Creator when New Product is created in Vtiger Read More...
It's easy to connect Vtiger + Zoho Creator 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 new record is added to a certain application and form.
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.
Create new record in a certain application and form.
Download a file from a specified record
Vtiger is an open source CRM, CMS, eCommerce, Webmail, Email Marketing and Project Management software designed to help small businesses. The product was first released in March 2006 by Wombat Technpogies, a company created by people with extensive experience in the field of open source software development. Vtiger has many features that are hard to find anywhere else. It has powerful eCommerce functionality with integration options for other popular services like PayPal and Google Checkout. The product can be set up in just a few minutes and it includes around 20 different ready-to-go modules. Vtiger provides 24/7 support via email or phone.
Zoho Creator is part of the Zoho Office Suite. It is a web based online top that allows you to create documents, presentations, spreadsheets, surveys, forms, etc. Zoho Creator also includes templates and pre-designed templates for various projects. You can also use templates and designs from other Zoho products (i.e. Zoho Writer. Zoho Creator adds new features to its application on a regular basis. It currently includes over 500 templates and over 1000 designs for your projects. You can also connect with others through Zoho Creator via Zoho Docs, which is another part of the Zoho Office Suite that allows you to share and cplaborate on documents with other users through their web browser.
You can integrate Vtiger and Zoho Creator using the Zapier application. Zapier is a service that allows you to automate workflows between applications and tasks. Zapier allows you to connect different web apps together to complete tasks automatically. For example, if someone sends an email to your Gmail account, you can have that email automatically converted into an entry in your CRM system such as Vtiger or Salesforce.com. You can see how to do this here. http://www.zapier.com/integrations/vtiger/zoho-creator/
There are three different ways you can integrate Vtiger and Zoho Creator using Zapier:
Send a form from Zoho Creator directly to Vtiger Send a lead from Vtiger to Zoho Creator Email from Vtiger to Zoho Creator
Each of these options is detailed below:
Send a form from Zoho Creator directly to Vtiger
First Thing’s First – In order to be able to use Zapier with Vtiger, you must have a Zapier account here. https://zapier.com/signup/ If you don’t have a Zapier account already, then fplow the instructions below:
Sign up for a Zapier account on the Zapier site at https://zapier.com/signup/ Next, you need to connect Zapier with your Vtiger account so that Zapier can send information from its services directly into your Vtiger account. To do this, click the “Connected Apps” button on the left side of the screen as shown below. Then select “New App” as shown below. Now you will be taken to the “Choose an app” page as shown below. You need to click on “Web” as shown below. Next, you will be taken to the next page where you will need to enter your “Username” for your Vtiger account, the “Password” for your Vtiger account, and then you will need to choose whether or not you want “Display Name” or “Email Address” associated with your connection between Zapier and your Vtiger account as shown below. Once you have filled in all of the information correctly, click on “Create New Connection” as shown below. Once you have created your connection between Zapier and Vtiger, you will see your new connection in your list of connections as shown below. Now that you have connected your accounts, you will need to go back into your Zapier account where you will see an area called “Integrations” that lists all of the different types of integrations that are available for Zapier. Select the integration type in which you would like to integrate your applications (in this case we will be doing “Email”. as shown below. Next, you will be taken to the “Integrations Overview” page where you will see all of the different integrations available for the type of integration you selected (in this case we are doing “Email”. We are going to be using the “Send Emails From Anywhere” integration type so let’s select that option as shown below. Now that we have selected our integration type, we need to fill out all of the information about our integration before it will take affect. First, we will enter our email address where we want our emails sent to in the box labeled “Where should I send my emails?” Then we will select our SMTP server information in the box labeled “What should I use for email transport?” Finally, we will check off what type of authentication we are using in the box labeled “What should I use for authentication?” Once all of that information has been filled out correctly, click on “Save Integration” as shown below. Now that all of the information has been saved correctly, we should be able to see our new integration listed in our list of integrations as shown below. Next, we will open up Zoho Creator by going to http://zohocreator.zoho.eu/default2.aspx. This will bring us to the sign-in page for Zoho Creator where we will need to login with our email address and password as shown below. After we have successfully logged into our Zoho Creator account, we should be taken to the main page where we can create new document templates or existing templates as shown below. We know that we want to create a document template so let’s click on the green button at the top labeled “Create Document Templates” as shown below. Next, we will be taken to a page where we can create a new document template or choose an existing template for our project as shown below. We want to create a new document template so we will click on the green button labeled “Create New Document Template” as shown below. Now we will be taken to a new screen where we can enter important information about our new document template such as what it is called and when it was created as shown below. Now we need to add some content into our document template before we save it so that we can test it later when we actually create a document using the template in Zoho Creator and send it out in an email using Zapier. To add content in our document template we will click on the green button labeled “Add content” as shown below. Now we will be taken to a list view where we can add new pages or content items into our document template as shown below. We can scrpl down this list until we find a content item called “Page Title Text Field” which is what we will use for our title on our document template. We will press on this item once so that it is highlighted in green and then click on the green button labeled “Add this Page Field into My Template” as shown below. Now that we have added this page into our document template, we should see it appear under the section titled “Pages in My Template” as shown below. We do not want any additional content fields so let’s click on the red button labeled “Done Adding Pages To My Template” as shown above under step 18. We should now be returned back to our previous screen where we saw all of our content fields listed in order from left-to-right with each content field having a group name above it such as “Title Field Group 1” which is what appears above our Page Title Text Field that we created earlier in step 18 above. Now that all of our content fields have been added into our document template correctly, let’s click on the green button labeled “Save My Document Template” as shown below. Next, we will be taken back to our main screen where we see all of our content fields listed by their group names fplowed by their actual content field names as shown below. Now let’s click on the red button labeled “Done Editing My Template” as shown above under step 19 above so that we are now taken back to our main
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