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Integrate Vtiger with Zoom

Appy Pie Connect allows you to automate multiple workflows between Vtiger and Zoom

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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 Zoom

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.

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Best ways to Integrate Vtiger + Zoom

  • Vtiger Integration Zoom Integration

    Vtiger + Zoom

    Create Meeting to Zoom from New Contact in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Contact
     
    Then do this...
    Zoom Integration Create Meeting
  • Vtiger Integration Zoom Integration

    Vtiger + Zoom

    Create Registrant to Zoom from New Contact in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Contact
     
    Then do this...
    Zoom Integration Create Registrant
  • Vtiger Integration Zoom Integration

    Vtiger + Zoom

    Create Meeting Registrant to Zoom from New Contact in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Contact
     
    Then do this...
    Zoom Integration Create Meeting Registrant
  • Vtiger Integration Zoom Integration

    Vtiger + Zoom

    Create Meeting Registration Custom Question to Zoom from New Contact in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Contact
     
    Then do this...
    Zoom Integration Create Meeting Registration Custom Question
  • Vtiger Integration Zoom Integration

    Vtiger + Zoom

    Create Meeting to Zoom from New Product in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Product
     
    Then do this...
    Zoom Integration Create Meeting
  • Vtiger Integration {{item.actionAppName}} Integration

    Vtiger + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Vtiger + Zoom in easier way

It's easy to connect Vtiger + Zoom 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.

  • New Meeting

    Triggers when a new Meeting or Webinar is created.

  • New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

  • New Registrant

    Triggers when a new registrant is added to a Webinar.

    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 Meeting

    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.

  • Create Meeting Registrant

    Add a new meeting registrant.

  • Create Meeting Registration Custom Question

    Create registration questions that will be displayed to users while registering for a meeting.

  • Create Registrant

    Creates a new webinar registrant.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Vtiger & Zoom 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 Zoom 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 Zoom.

    (2 minutes)

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

Integration of Vtiger and Zoom

Vtiger?

Zoom?

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.

Integration of Vtiger and Zoom

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.

Benefits of Integration of Vtiger and Zoom

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.