How to connect 8x8 + Vtiger CRM
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New Chat Apps Message Received
Triggers when a new chat app message is received.Try ItTriggerInstant
New SMS Received
Triggers when an SMS is sent to your virtual number.Try ItTriggerInstant
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.Try ItTriggerScheduled
New Delivery Receipt
Triggers when an SMS message has been delivered or rejected.Try ItTriggerInstant
Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.Try ItTriggerScheduled
- Step 1: Authenticate 8x8 and Vtiger CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.