Instantly + Vtiger CRM

Create or update Vtiger CRM leads when new events occur in Instantly

Elevate your efficiency with this workflow. Whenever a new event occurs in Instantly, this seamless integration will create or update a lead in Vtiger CRM. Forget about manual transfers and enjoy this smooth transition that ensures timely and accurate tracking of potential leads. Boost your interactions and relationship management with this simple, yet powerful, automation.

When this happens...
New Event
Triggers when activity occurs in your Instantly workspace. This could be an email being sent, a new reply or bounce being detected, or a lead unsubscribing or opening your emails.
TriggerInstant
automatically do this!
Create or Update Lead
Creates or updates lead.
ActionWrite

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Supported triggers and actions

- Campaign
- Event Type
Trigger
Instant
Try It
- CampaignRequired
- TagRequired
Action
Write
- CampaignRequired
- Ignore if lead exists in other campaigns
- Launch campaign if it is paused or completed
- Email addressRequired
- First Name
- Last Name
- Company Name
- Personalization
- Custom Variables
Action
Write
- Campaign
- Email AddressRequired
Action
Write
- CampaignRequired
- TagRequired
Action
Write

- Lead EmailRequired
- Campaign
Action
Search
Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Invoice
Triggers when a new Invoice is created.
Trigger
Polling
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
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New Product
Triggers when a new Product is created.
Trigger
Polling
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New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
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Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Polling
Try It
Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
Write

- Email accountsRequired
- TagRequired
Action
Write
- Email or domainRequired
Action
Write
- Tag LabelRequired
- Tag Description
Action
Write
- Email accountsRequired
- TagRequired
Action
Write
- CampaignRequired
- Email addressRequired
- New StatusRequired
Action
Write
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Polling
Try It
New Case
Triggers when a new Case is created.
Trigger
Polling
Try It
New Event
Triggers when a new event is created.
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
New Service
Triggers when a new Service is created.
Trigger
Polling
Try It
New Todo
Triggers when a new todo is created.
Trigger
Polling
Try It
Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
Write

About Instantly

Instantly is an email automation platform that helps scale outreach campaigns.

Learn more

Related categories

About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

Related categories

CRM (Customer Relationship Management)

Instantly + Vtiger CRM

Create or update Vtiger CRM leads when new events occur in Instantly

New Event

Add Tags to Campaigns

Add Lead to Campaign

Remove Lead From Campaign

Remove Tags From Campaigns

Find Lead

Lead Created or Updated

New Contact

New Invoice

New Opportunity

New Product

New Ticket

Opportunity Created or Updated

Create or Update Contact

Create or Update Lead

Create Organization

Create Service

Create Todo

Add Tags to Accounts

Add to Blocklist

Create a New Tag

Remove Tags From Accounts

Update Lead Status

Contact Created or Updated

New Case

New Event

New Lead

New Organization

New Service

New Todo

Create Case

Create Event

Create or Update Opportunity

Create Product

Create Ticket

About Instantly

Related categories

About Vtiger CRM

Related categories

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