How to connect FreshMail + Vtiger CRM
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- Campaign Link Was ClickedThe trigger runs when customer/address is clicked in the campaign link.Trigger
- Campaign Was OpenedThe trigger runs when the campaign is opened.Trigger
- Campaign UnsubscribeThe trigger runs when user unsubscribes from your list.Trigger
- Add ContactAdd new contact to a list of your choosingAction
- Add or Update ContactAdd or Update Contact on a list of your choosingAction
- Delete ContactDelete contact from one of listsAction
- Send Transactional Email in FreshMail - RecommendedWe recommend using the new version of transactional emails, especially if you wish to enable triggers.Action
- Send Transactional Email in FreshMail - DeprecatedThe old version will no longer be developed, and it is scheduled for expiry in the coming months.Action
- FreshMail
Update Contact on a list of your choosing
Scheduled
Action
- Vtiger CRM
Triggers when a new contact is created or existing lead is updated.
Scheduled
Trigger
- Vtiger CRM
Triggers when a new lead is created or existing lead is updated.
Scheduled
Trigger
- Vtiger CRM
Triggers when a new Case is created.
Scheduled
Trigger
- Vtiger CRM
Triggers when a new contact is created.
Scheduled
Trigger
- Vtiger CRM
Triggers when a new event is created.
Scheduled
Trigger
- Vtiger CRM
Triggers when a new Invoice is created.
Scheduled
Trigger
- Vtiger CRM
Triggers when a new Lead is created.
Scheduled
Trigger
- Vtiger CRM
Triggers when a new Opportunity is created.
Scheduled
Trigger
- Vtiger CRM
Triggers when a new Organization is created.
Scheduled
Trigger
- Vtiger CRM
Triggers when a new Product is created.
Scheduled
Trigger
- Vtiger CRM
Triggers when a new Service is created.
Scheduled
Trigger
- Vtiger CRM
Triggers when a new Ticket is created.
Scheduled
Trigger
- Vtiger CRM
Triggers when a new todo is created.
Scheduled
Trigger
- Vtiger CRM
Triggers when a new opportunity is created or existing opportunity is updated.
Scheduled
Trigger
- Vtiger CRM
Creates a new Case.
Scheduled
Action
- Vtiger CRM
Creates or updates contact.
Scheduled
Action
- Vtiger CRM
Create a new Event in Vtiger.
Scheduled
Action
- Vtiger CRM
Creates or updates lead.
Scheduled
Action
- Vtiger CRM
Creates or updates opportunity.
Scheduled
Action
- Vtiger CRM
Creates a new Organization/Account/Company.
Scheduled
Action
- Vtiger CRM
Creates a new Product in Vtiger.
Scheduled
Action
- Vtiger CRM
Creates a new Service item in Vtiger.
Scheduled
Action
- Vtiger CRM
Creates a new Ticket.
Scheduled
Action
- Vtiger CRM
Create a new To do in Vtiger.
Scheduled
Action
How FreshMail + Vtiger CRM Integrations Work
- Step 1: Authenticate FreshMail 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.
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