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.
Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.
Zoom IntegrationsVtiger + Zoom
Create Meeting Registration Custom Question to Zoom from New Contact in Vtiger Read More...It's easy to connect Vtiger + Zoom 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 Meeting or Webinar is created.
Triggers when a new Recording is completed for a Meeting or Webinar.
Triggers when a new registrant is added to a Webinar.
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 Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.
Add a new meeting registrant.
Create registration questions that will be displayed to users while registering for a meeting.
Creates a new webinar registrant.
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(2 minutes)
Vtiger is an open source CRM software that offers integrated features for customer support, sales, marketing and e-commerce. For businesses that use this application, it is also useful when it comes to managing their customers and business contacts.
Zoom is a cloud platform that enables users to share content with each other. It allows users to make video calls and meetings with several people at the same time. This means that you can cplaborate with your team members, even if they are on different continents.
In order to integrate Vtiger with Zoom, you need a secure connection between the two platforms. Therefore, you need to have a VtigerCRM plugin created by AlexSpis. This integration requires you to have Joomla! installed in the server. The prerequisite for using the integration is that both Vtiger and Zoom must be connected to the same server.
After you install the plugin, you will be able to view all of your contacts in Vtiger in the Zoom app. You can then easily start a meeting or call any of them using Zoom. Everything runs seamlessly within your Vtiger account, so clients or anyone else using the system won’t even realize how many systems you are using and what is going on behind the scenes.
There are many benefits that come from integrating these two platforms together. One benefit is that you can easily manage your contacts and keep them organized. This comes from the fact that you will be able to view all of your contacts that you have added into Vtiger in your Zoom app. It becomes easier to reach out to those contacts because you don’t have to search for them every single time. This saves you time as well as energy because you don’t have to do as much work as before.
Another benefit that comes from this integration is that clients or attendees of a meeting can see each other during a video chat. With this, they can know exactly who they are meeting with or speaking with. This can help them build trust between each other and feel more comfortable talking to one another during a meeting. This integration allows all participants of a meeting to see each other, which makes it easier for them to feel at ease when doing so.
Overall, integrating Vtiger and Zoom together is a great way for businesses to increase their productivity and efficiency. You will be able to store important information about your clients and other people in your business all in one place. This information can be used for future purposes. In addition, it allows you to cplaborate with each other even though you are separated by thousands of miles from one another.
The process to integrate Vtiger and Zoom 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.