Loading

Vital CRM Integrations

Beta
Contact Management

Do more with Vital CRM

Zapier lets you connect Vital CRM with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Connect Vital CRM to 4000+ apps
Vital CRM logo
Vital CRM logo
Or pick an app to pair witharrow pointing down
Integrate Microsoft Outlook with Vital CRM

Microsoft Outlook

Email, Microsoft
Integrate monday.com with Vital CRM

monday.com

Project Management
Integrate Google Sheets with Vital CRM

Google Sheets

Google, Spreadsheets
Integrate Gmail with Vital CRM

Gmail

Email, Google
Integrate Mailchimp with Vital CRM

Mailchimp

Email Newsletters
Integrate Google Forms with Vital CRM

Google Forms

Forms & Surveys, Google
Integrate Shopify with Vital CRM

Shopify

eCommerce, Premium
Integrate Zoho Mail with Vital CRM

Zoho Mail

Email, Zoho
Integrate Magento with Vital CRM

Magento

eCommerce, Premium
Integrate Microsoft Exchange with Vital CRM

Microsoft Exchange

Email, Microsoft
Integrate Ideta with Vital CRM

Ideta

Beta, Developer Tools
Integrate Workiz with Vital CRM

Workiz

Beta, Scheduling & Booking

Popular ways to use Vital CRM workflows

  • Create Vital CRM customer notes for new Microsoft Outlook emails

    • Microsoft Outlook logo
    • Vital CRM logo
    Microsoft Outlook + Vital CRM
    More details
    1. When this happens

      Step 1: New Email

    2. Then do this

      Step 2: Add Customer Note by Sender's Email.

    Create Vital CRM customer notes for new Microsoft Outlook emails

    Create Vital CRM customer notes for new Microsoft Outlook emails
    • Microsoft Outlook logo
    • Vital CRM logo
    Microsoft Outlook + Vital CRM
  • Add new emails as customer notes in Vital CRM

    • IMAP by Zapier logo
    • Vital CRM logo
    IMAP by Zapier + Vital CRM
    More details
    1. When this happens

      Step 1: New Email

    2. Then do this

      Step 2: Add Customer Note by Sender's Email.

  • Import New Email's Body to Vital CRM customer's Note by Sender's Email.

    • Gmail logo
    • Vital CRM logo
    Gmail + Vital CRM
    More details
    1. When this happens

      Step 1: New Email

    2. Then do this

      Step 2: Add Customer Note by Sender's Email.

  • Import new emails in Zoho Mail as Vital CRM customer notes

    • Zoho Mail logo
    • Vital CRM logo
    Zoho Mail + Vital CRM
    More details
    1. When this happens

      Step 1: New Email

    2. Then do this

      Step 2: Add Customer Note by Sender's Email.

  • Add customer data in Vital CRM from new column value changes in monday.com boards

    • monday.com logo
    • Vital CRM logo
    monday.com + Vital CRM
    More details
    1. When this happens

      Step 1: Column Value Changed in Board

    2. Then do this

      Step 2: Add Customer Data by CustomerNo.

Supported triggers and actions

What does this mean?
  • Vital CRM triggers, actions, and search
    Add Customer Data by CustomerNo.
    Add Customer Data by CustomerNo. (CustomerNo Required)
    Action
    Write
  • Vital CRM triggers, actions, and search
    Add Customer Note.
    Add customer's note.
    Action
    Write
  • Vital CRM triggers, actions, and search
    Add Customer Note by Sender's Email.
    Add Customer Note by Input Email.
    Action
    Write
  • Vital CRM triggers, actions, and search
    Search Customer.
    Search Customer No.
    Action
    Search
vital-crm logo
vital-crm logo
vital-crm logo

About Vital CRM

Vital CRM is a tool to utilize data visualization concepts and labels to allow for clear customer segmentation and deliver customized messages to targeted customers.

Related categories

  • Contact Management

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’s
Terms of Service