Connect MasterBase and Vtiger CRM to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings MasterBase and Vtiger CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Add new Vtiger CRM contacts to MasterBase as contacts
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Vtiger CRM + MasterBase
Add new Vtiger CRM leads to MasterBase as contacts
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Vtiger CRM + MasterBase

Add new Vtiger CRM contacts to MasterBase as contacts

Details

Try it

Vtiger CRM + MasterBase

Add new Vtiger CRM leads to MasterBase as contacts

Details

Try it

Vtiger CRM + MasterBase

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate MasterBase with Vtiger CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from MasterBase.

Add your action

An action happens after the trigger—such as "Create Case" in Vtiger CRM.

You’re connected!

Zapier seamlessly connects MasterBase and Vtiger CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- List
  Required
Trigger
Polling
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New Unique Message
Triggers when there is a new unique message.
Trigger
Polling
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- From Name
  Required
- From
  Required
- To
  Required
- Subject
  Required
- Classification
  Required
- Format
  Required
- Body
  Required
- Open Tracking
  Required
- Click Tracking
  Required
- Text to HTML
  Required
- HTML to Text
  Required
Action
Write
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Polling
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New Case
Triggers when a new Case is created.
Trigger
Polling
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New Event
Triggers when a new event is created.
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It

New Organization
Triggers when a new Organization is created.
Trigger
Polling
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New Service
Triggers when a new Service is created.
Trigger
Polling
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New Todo
Triggers when a new todo is created.
Trigger
Polling
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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

New Message
Triggers when there is a new message.
Trigger
Polling
Try It
- List
  Required
- Email
  Required
- Gender
- First Name
- Last Name
- Middle Name
- Dni/Rut
- Home Address
- Country
- City
- Personal Phone
- Marital Status
- Postal Code
- Company
- Position
- Work Phone
- Category
- Comment
- Birthdate
- Next Event Date
- Last Event Date
Action
Write
- List
  Required
- Email
  Required
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
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
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

For AI agents & developers

Use MasterBase and Vtiger CRM with AI agents and code

Beyond Zap workflows. Call MasterBase and Vtiger CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose MasterBase and Vtiger CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create/Update Contact
Create Case

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger MasterBase and Vtiger CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* masterbase / vtiger action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect MasterBase and Vtiger CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Vtiger CRM on the Zapier blog

Make work flow with AI

Level up your MasterBase to Vtiger CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About MasterBase

MasterBase is a complete software-as-a-service solution, easily accessible and scalable for all your email-marketing needs.

HelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Capsule CRM

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management), Zoho

Zendesk Sell

CRM (Customer Relationship Management)

Connect MasterBase and Vtiger CRM to power AI-driven automation

Launch your first automated workflow

Add new Vtiger CRM contacts to MasterBase as contacts

Add new Vtiger CRM leads to MasterBase as contacts

Add new Vtiger CRM contacts to MasterBase as contacts

Add new Vtiger CRM leads to MasterBase as contacts

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use MasterBase and Vtiger CRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect MasterBase and Vtiger CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Vtiger CRM on the Zapier blog

4 ways to automate Vtiger CRM with Zapier

Make work flow with AI

Connect MasterBase to Vtiger CRM on the world's largest no-code automation platform