Integrating Vtiger with Freshdesk by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Vtiger and Freshdesk
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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 Freshdesk
Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.
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It's easy to connect Vtiger + Freshdesk without coding knowledge. Start creating your own business flow.
- Triggers
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Lead Created or UpdatedTriggers 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 ContactTriggers when a new customer is created.
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New Ticket
Triggers when there is a new ticket is created in Freshdesk.
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Update Ticket
Triggers when a Ticket is updated.
- Actions
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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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Create Contact
Allows you to create a User/Customer in Freshdesk for your support domain.
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Create Ticket
Create a ticket in Freshdesk for your domain.
How Vtiger & Freshdesk Integrations Work
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Step 1: Choose Vtiger as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Freshdesk 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 Freshdesk.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.