Zoho CRM + Vtiger Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Vtiger
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Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
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.
Vtiger IntegrationsLooking for the Vtiger Alternatives? Here is the list of top Vtiger Alternatives
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Zoho CRM
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Pipedrive
Best ways to Integrate Zoho CRM + Vtiger
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When this happens...
New Contact
Then do this...
Create Product
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When this happens...
New Contact
Then do this...
Create Event
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When this happens...
New Contact
Then do this...
Create Organization
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When this happens...
New Contact
Then do this...
Create Service
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When this happens...
New Contact
Then do this...
Create Case
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho CRM + Vtiger without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is added.
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New Record
Triggers instantaneously when any entry is created in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
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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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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
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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.
How Zoho CRM & Vtiger Integrations Work
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Step 1: Choose Zoho CRM 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 Vtiger 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 Zoho CRM to Vtiger.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho CRM and Vtiger
There are many business software that can be used in varied ways. However, when it comes to choosing the right business software, a customer or a business organization should know what they need and what option is best for them. Zoho CRM and Vtiger are two examples of the business software that are used in different ways. The two business software have similarities as well but also offer different features that make them stand out from each other. This article describes the differences between Zoho CRM and Vtiger as well as their similarities in terms of integration, benefits, and conclusion.
Zoho CRM?
Zoho CRM is an online application that helps in managing the relationships of customers with the organization. It also helps in making sure that the organization provides customers with the best services on a consistent basis (Zoho, 2013.
Vtiger?
VTiger is a web-based application that provides users with tops for managing their activities. It includes modules for managing projects, tasks, meetings, contacts and sales leads (Vtiger, 2013.
Integration of Zoho CRM and Vtiger
Here are the benefits of integrating Zoho CRM and Vtiger together. First is that it increases efficiency in business operations. Business organizations will be able to manage their business operations more efficiently through integration of these two business applications. Second is that it reduces the time it takes to complete tasks. Business organizations will be able to save time by integrating these two applications together because it allows them to work faster and more efficiently. Third is that it improves customer satisfaction since businesses can provide them with better services and products. When businesses integrate these applications together, they can increase their capacity for providing excellent services. Fourth is that it increases the number of clients. Businesses can gain a larger number of clients by integrating these two applications together because this will help them in improving their reputation and getting more customers. Fifth is that it brings about cost savings. Businesses can save more money when they integrate these two applications together because this will reduce costs by enabling the organization to have efficient operations. Finally, it increases profitability of the business organization. Businesses can increase their profitability by integrating these two applications together because this will enable them to offer better products and services to their clients (Kuduvayil, 2013.
Benefits of Integration of Zoho CRM and Vtiger
Integration of Zoho CRM and Vtiger offers numerous benefits including efficiency in operations, reduction in time taken to complete tasks, improved customer satisfaction, higher number of clients, cost savings and increased profitability of the organization. First benefit is that businesses will be able to manage their operations more efficiently when they integrate this two applications together. Integration of these two applications provides businesses with tops that will enable them to work faster and more efficiently. This means that businesses will be able to handle their daily activities quickly without any delays at all. They can also easily track their progress and status of their work without having to worry about any time wasting activities at all. Second benefit is that businesses will be able to save time when they integrate these two applications together. By providing businesses with tops for working faster and more efficiently, integration of these two applications will help businesses save time so that they can focus on their other activities without having to worry about spending too much time on completing one task at a time (Kuduvayil, 2013. Third benefit is that businesses will be able to improve their customer satisfaction when they integrate these two applications together. Since this integration will help businesses provide better services and products to their clients, this will improve their client satisfaction levels thus helping them in increasing their client base (Kuduvayil, 2013. Fourth benefit is that businesses will be able to increase their number of clients when they integrate these two applications together. Because this integration will help businesses provide better services and products to their clients, this will increase their popularity therefore attracting more customers who will want to do business with them (Kuduvayil, 2013. Fifth benefit is that this integration will bring about cost savings for businesses. By integrating these two applications together, businesses will be able to reduce costs by having efficient operations. This will help them in saving money that otherwise would have been spent on ensuring smooth running of their daily operations (Kuduvayil, 2013. Finally, this integration will help increase the profitability of businesses since it helps in increasing sales while reducing costs at the same time (Kuduvayil, 2013.
These are some of the benefits of integrating Zoho CRM and Vtiger together. Integration of these two business applications not only helps in managing business operations but also helps in improving customer satisfaction levels as well as building up a good reputation among potential clients. Businesses can gain maximum benefits when they choose to integrate these two applications together. However, there are certain things that must be considered before integrating these applications together such as whether all the requirements can be fulfilled in case integration is done or whether additional resources are required for integration purposes (Kuduvayil, 2013. Integration of these two business applications may require additional funds for integration purposes. However, integration offers numerous benefits like reduced time taken for completion of tasks, higher customer satisfaction level, higher client base, cost savings and increased profitability of the organization which makes it more beneficial than not integrating these applications together (Kuduvayil, 2013.
References:
Kuduvayil C (April 22nd 2013. “Integrate Zoho CRM with Vtiger” Retrieved from http://www.zohocrmguide.com/2013/04/integrate-zoho-crm-with-vtiger/
The process to integrate Zoho CRM and Vtiger 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.
