Outfield + Vtiger CRM

Outfield + Vtiger CRM integrations

Create new Vtiger CRM organizations from new Outfield accounts

Keep your Vtiger CRM updated with new accounts from your Outfield app in real-time. With this workflow, every time a new account is added in Outfield, it will create a corresponding organization in Vtiger CRM. This integration helps to streamline your process, ensuring information is consistently updated across both platforms.

When this happens...
New AccountTriggers when a new account is created, i.e. either a place or a contact.
TriggerInstant
automatically do this!
Create OrganizationCreates a new Organization/Account/Company.
ActionWrite

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More things you can do with Outfield and Vtiger CRM

Discover other triggers and actions you can use with Outfield and Vtiger CRM

Default Fields
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Trigger
Polling
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- Activity Type
  Required
- Team Member (optional)
- Form (optional)
Trigger
Instant
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Point System Specs
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Trigger
Polling
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- Team Member (optional)
- Activity Type
  Required
- Form (optional)
Trigger
Instant
Try It
- Account Name
  Required
- Account Type
  Required
- Title (optional)
- Address Street1 (optional)
- Address Street2 (optional)
- Address City (optional)
- Address State/Region (optional)
- Address Postal Code (optional)
- Address Country (optional)
- Address Latitude (optional)
- Address Longitude (optional)
- Phone (optional)
- Email (optional)
- Website (optional)
Action
Write

- Account ID
  Required
- Calendar Event Type
  Required
- Team Member
  Required
- Start Time
  Required
- End Time
  Required
- Title (optional)
- Notes (optional)
- Required Forms (optional)
Action
Write
- Deal Name (optional)
- Team Member (optional)
- Deal Stage (optional)
- Account ID (optional)
- Lead Contact ID (optional)
- Deal Notes (optional)
- Order Date (optional)
- Order Due Date (optional)
- Order Payment Term (optional)
- Order Bill To (optional)
- Order Memo (optional)
- Order Payment Instructions (optional)
- Order Notes (optional)
- Name
- Value
- Label/Name
- Quantity
- Product Variation SKU (optional)
- Price/Unit
- Line Item Discount
- Order Discount
- Order Tax
Action
Write

- ID (optional)
- Account Name
  Required
- Account Type
  Required
- Title (optional)
- Address Street 1 (optional)
- Address Street 2 (optional)
- Address City (optional)
- Address State/Region (optional)
- Address Postal Code (optional)
- Address Country (optional)
- Address Latitude (optional)
- Address Longitude (optional)
- Phone (optional)
- Email (optional)
- Website (optional)
- Default Field ID
- Default Field Value
- ID
- Name
- Value
Action
Write
- ID
- Account ID
  Required
- Calendar Event Type
  Required
- Team Member
  Required
- Start Time
  Required
- End Time
  Required
- Title (optional)
- Notes (optional)
- Required Forms (optional)
Action
Write
- ID
- Deal Name (optional)
- Team Member (optional)
- Deal Stage (optional)
- Account ID (optional)
- Lead Contact ID (optional)
- Deal Notes (optional)
- Order Date (optional)
- Order Due Date (optional)
- Order Payment Term (optional)
- Order Bill To (optional)
- Order Memo (optional)
- Order Payment Instructions (optional)
- Order Notes (optional)
- Name
- Value
- Label/Name
- Quantity
- Product Variation SKU (optional)
- Price/Unit
- Line Item Discount
- Order Discount
- Order Tax
Action
Write
- Team Member
  Required
- Point System Spec
  Required
- Amount
Action
Write
- Search
  Required
- Account Type (optional)
- Team Member (optional)
- Account ID (optional)
Action
Search
- Search
  Required
- Account Type
  Required
- Team Member (optional)
- Account ID (optional)
- Account Name
  Required
- Title (optional)
- Address Street1 (optional)
- Address Street2 (optional)
- Address City (optional)
- Address State/Region (optional)
- Address Postal Code (optional)
- Address Country (optional)
- Address Latitude (optional)
- Address Longitude (optional)
- Phone (optional)
- Email (optional)
- Website (optional)
Action
Search or write
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
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

- Account Type
  Required
- Team Member (optional)
Trigger
Instant
Try It
- Team Member (optional)
Trigger
Instant
Try It
- Account Type
  Required
- Team Member (optional)
Trigger
Instant
Try It
- Team Member (optional)
Trigger
Instant
Try It
- Activity Type
  Required
- Team Member
  Required
- Account ID (Required Unless Task)
- Title (optional)
- Notes (optional)
- Start Time (optional)
- End Time (optional)
- Reported Duration (in seconds) (optional)
- Start Latitude (optional)
- Start Longitude (optional)
- End Latitude (optional)
- End Longitude (optional)
- Call Result (optional)
Action
Write
- Deal Name (optional)
- Deal Amount (optional)
- Team Member (optional)
- Deal Stage (optional)
- Account ID (optional)
- Lead Contact ID (optional)
- Notes (optional)
Action
Write
- Task Title
  Required
- Due Date & Time
  Required
- Team Member
  Required
- Account ID (optional)
- Notes (optional)
Action
Write
- ID (optional)
- Activity Type
  Required
- Team Member
  Required
- Account ID (Required Unless Task)
- Title (optional)
- Notes (optional)
- Start Time (optional)
- End Time (optional)
- Reported Duration (in seconds) (optional)
- Start Latitude (optional)
- Start Longitude (optional)
- End Latitude (optional)
- End Longitude (optional)
- Call Result (optional)
Action
Write
- ID
- Deal Name (optional)
- Deal Amount (optional)
- Team Member (optional)
- Deal Stage (optional)
- Account ID (optional)
- Lead Contact ID (optional)
- Notes (optional)
Action
Write
- ID
- Task Title
  Required
- Due Date & Time
  Required
- Team Member
  Required
- Account ID (optional)
- Notes (optional)
Action
Write
- Owner Type
Action
Search
- Search
  Required
Action
Search
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 Outfield

Outfield is an outside sales & marketing CRM that makes it easy to discover valuable insights about your market, track + verify team activity, and communicate effortlessly across all your devices

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CRM (Customer Relationship Management)

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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.

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CRM (Customer Relationship Management)

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