Vtiger CRM

Vtiger CRM Integrations

  • Add new Facebook Lead Ads leads as leads in Vtiger CRM

    Are you manually uploading leads from Facebook to Vtiger CRM? Once this integration is configured, new Facebook Lead Ads leads will be automatically added to Vtiger CRM, speeding up your sales cycle and freeing up time for more important tasks.

    How this Facebook Lead Ads-Vtiger CRM integration works

    1. A new lead is captured in Facebook Lead Ads
    2. Zapier creates a new lead in Vtiger CRM

    Apps involved

    • Facebook Lead Ads
    • Vtiger CRM
  • Add lead in Vtiger when someone posted to your Facebook page

    Stop copying and pasting new contacts on Facebook to your Vtiger CRM. Instead, use this Zapier integration which keeps an eye on your Facebook page and creates a lead in Vtiger whenever there is a new post on your page.

    How It Works

    1. Some one posts to your Facebook page
    2. Zapier creates a lead in Vtiger by collecting the details of the person who posted.

    What You Need

    • Facebook account
    • Vtiger account
  • Create Vtiger CRM leads for new MailChimp subscribers

    Trying to develop those relationships with subscribers? Don't let them linger in your mailing list until you get around to adding them to your CRM—use this MailChimp Vtiger CRM integration to give you everything you need to track them and develop the connection. It will trigger for every new subscriber on MailChimp once active, automatically creating a corresponding lead on Vtiger CRM will all the information so no one ever falls through the cracks.

    How It Works

    1. A new subscriber is added on MailChimp
    2. Zapier automatically creates a new lead on Vtiger CRM

    What You Need

    • MailChimp account
    • Vtiger CRM account
  • Add an opportunity in Vtiger when someone posts to your Facebook page

    How about creating an opportunity in Vtiger when someone posts to your Facebook page? Enable this Zapier integration will let you do just that.

    How It Works

    1. Some one posts to your Facebook page
    2. Zapier creates an opportunity in Vtiger by collecting the details of the person who posted.

    What You Need

    • Facebook account
    • Vtiger account
  • Add an opportunity in Vtiger when a new row is added to your Google Spreadsheet

    Google Spreadsheets help you to organize your data. Now using this zap , you can automate the task of creating an Opportunity in Vtiger when ever there is an entry added to your Google Spreadsheet.

    How It Works

    1. Some one fills your Google Spreadsheet
    2. Zapier gathers data from Google Spreadsheet and creates an Opportunity in Vtiger

    What You Need

    • A Google Spreadsheet setup to work with Zapier
    • A Vtiger account
  • Send new Vtiger CRM events to Google Calendar as new detailed events

    Spending too much time on scheduling those Vtiger CRM events? It can all be automated for you if you set up this Vtiger CRM Google Calendar integration. It will then created a new detailed event on Google Calendar with all the information from each and every new event detected on Vtiger CRM, keeping you on time, every time.

    How It Works

    1. A new event is added on Vtiger CRM
    2. Zapier automatically adds a new detailed event on Google Calendar

    What You Need

    • Vtiger CRM account
    • Google Calendar account
  • Create E-GOI subscribers from Vtiger contacts

    Tired of adding all those Vtiger CRM contacts to your newsletters by hand? Activate this Vtiger CRM to E-goi integration and you can say goodbye to that process permanently. It will then trigger with every new contact on Vtiger CRM, adding a new subscriber to E-goi for each from that point on so you never have to again.

    How It Works

    1. A new contact is created on Vtiger CRM
    2. Zapier automatically adds a new subscriber to E-goi

    What You Need

    • Vtiger CRM account
    • E-goi account
  • Send new tickets on Vtiger CRM to Trello as new cards

    Working on those Vtiger CRM tickets on Trello? Use this Vtiger CRM Trello integration between the two for a seamless and more efficient pipeline connection. Triggering with each new ticket on Vtiger CRM, it will automatically create a new card on Trello in response, bringing over all the required information so your data is propagated everywhere it needs to be the moment it enters the system.

    How It Works

    1. A new ticket is created on Vtiger CRM
    2. Zapier automatically adds a new card to Trello

    What You Need

    • Vtiger CRM account
    • Trello account
  • Add Vtiger lead from Ninja Form submission

    Entering Ninja form data into Vtiger Leads is a tedious process? Use this zap to automatically insert Ninja Forms data into Vtiger Leads, when a form is submitted by the customers.

    How It Works

    1. Zapier looks for new submissions to your Ninja form.
    2. When it finds one, Zapier uses that submission to create a new lead in Vtiger

    What You Need

    • A WordPress account with Ninja Forms plugin and Ninja Forms' Zapier add-on installed.
    • A Vtiger account
  • Add Wufoo form entry as lead in Vtiger

    Relieve your Sales team from importing Wufoo form submission by using Zapier that automatically creates new Leads in Vtiger CRM from Wufoo Form entries.

    Note: This Zapier integration doesn't import already existing Wufoo entries to Vtiger only new entries after you've set it up.

    ##How It Works

    1. A Wufoo form entry is submitted
    2. Zapier adds that entry to Vtiger as a Lead

    ##What You Need

    • Wufoo account
    • Vtiger account
  • Create Vtiger CRM contacts from new scanned cards on FullContact

    If you're busy meeting new people and getting their cards scanned and transcribed on FullContact, it's a pointless slowdown to wait to add the information to Vtiger CRM manually. Set up this FullContact Vtiger CRM integration instead to automate the connection: it will trigger with every new card you scan on FullContact, reliably sending all its data to Vtiger CRM and creating a contact with it every time.

    How It Works

    1. A new card is scanned on FullContact
    2. Zapier automatically adds a new Vtiger CRM contact

    What You Need

    • FullContact account
    • Vtiger CRM account
  • Add new Vtiger contacts to Quote Roller

    Would you like to automatically copy new contacts from Vtiger to Quote Roller ? This zap will do that for you. It creates a contact in Quote Roller whenever it finds a new contact in Vtiger.

    How It Works

    1. Someone creates a contact in Vtiger
    2. Zapier pulls it from Vtiger and creates a new contact in Quote Roller.

    What You Need

    • A Quote Roller account
    • A Vtiger account
  • Track the number of new Vtiger leads over time in Cyfe

    Would you like to monitor your Vtiger lead acquisition process in Cyfe, to help you find difficulties or challenges you need to overcome? This Zapier integration will do the trick. It'll send your new Vtiger leads to your Cyfe dashboard so you can see your team's performance in your Cyfe dashboard.

    How It Works

    1. Some one adds new lead in Vtiger
    2. Zapier detects that lead, and pushes a value to your Cyfe dashboard automatically

    What You Need

    • A Vtiger account
    • A Cyfe account, with at least one Push API widget set up on your dashboard
  • Add Vtiger leads as Wufoo form entry

    Want to keep your lead info saved in your Wufoo database? Use this zap to import all the leads created in Vtiger CRM to Wufoo, automatically.

    Note: This zap doesn't import already existing Vtiger leads to Wufoo only new leads after you've set it up.

    How It Works

    1. A new lead is created in Vtiger
    2. Zapier adds that lead to Wufoo as a form entry

    What You Need

    • A Vtiger account
    • A Wufoo account
  • Add new Eventbrite attendees as Vtiger contact

    Tired of checking new attendees in Eventbrite, copying their info, and adding them as contacts in Vtiger? Would you rather automate the process?

    This Zapier integration is meant to do that. It will automatically create a contact in Vtiger for every new attendee in Eventbrite.

    How It Works

    1. Zapier keeps an eye on your event's attendee list
    2. When a new attendee registers, Zapier adds that individual as a contact in Vtiger

    What You Need

    • A Eventbrite account with a live event
    • A Vtiger account
  • Add an opportunity in Vtiger when there is a new order in Shopify

    Use this zap to create an opportunity in Vtiger when ever there is a new order placed in Shopify. You just need to enable this zap and it will do the job for you.

    How It Works

    1. Someone places an order in Shopify
    2. Zapier creates an Opportunity in Vtiger using data from the order

    What You Need

    • A Shopify account
    • A Vtiger account
  • Add new Vtiger leads from PlanSo Forms submissions

    Rather than losing precious time by a manual entry of leads into Vtiger, Zapier can help automatically create new leads for you. Set up this PlanSo to Vtiger CRM integration, and PlanSo Forms submissions are individually added as leads.

    How It Works

    1. A PlanSo Forms submission is sent
    2. Zapier creates a lead in Vtiger CRM

    What You Need

    • PlanSo Forms Pro and WordPress
    • Vtiger CRM account
  • Send new tickets on Vtiger CRM to Wunderlist as new tasks

    Need to make sure you can see all those Vtiger CRM tickets on Wunderlist as well? Rather than copying them over manually, consider using this Vtiger CRM Wunderlist integration to automate that maintenance for you. It will trigger with each new Vtiger CRM ticket once active, automatically creating a matching task on Wunderlist with all the details you need.

    How It Works

    1. A new ticket is created on Vtiger
    2. Zapier automatically adds a task on Wunderlist

    What You Need

    • Vtiger CRM account
    • Wunderlist account
  • Create Vtiger CRM contacts for new entries on Wufoo

    If that contact data coming in through Wufoo takes too long to add to your CRM, try putting this Wufoo Vtiger CRM integration to work and automating the connection. It will trigger with each new entry on Wufoo once active, creating a new contact on Vtiger CRM with all that data for you so you keep your records updated with no manual effort.

    How It Works

    1. A new entry is received on Wufoo
    2. Zapier automatically creates a new contact on Vtiger CRM

    What You Need

    • Wufoo account
    • Vtiger CRM account
  • Create Vtiger contacts from new ScheduleOnce bookings

    Your CRM holds a lot of valuable information in it, why not connect your meetings to it? Automation can help you do that, and keep all of your important apps connected together.

    How It Works

    1. You have a new booking in ScheduleOnce
    2. Zapier creates a contact in Vtiger

    What You Need

    • ScheduleOnce account
    • Vtiger account
  • Create Vtiger leads from new ScheduleOnce bookings

    What's one of the most positive things that can come out of a new scheduled meeting? A good lead! Use automation to connect your meetings and leads all together.

    How It Works

    1. You have a new booking in ScheduleOnce
    2. Zapier creates a lead in Vtiger

    What You Need

    • ScheduleOnce account
    • Vtiger account
  • Add new Vtiger CRM contacts to SendPulse as subscribers

    Importing leads manually is a waste of time. Setting up this Vtiger CRM-SendPulse integration ensures new contacts will be automatically added to your SendPulse mailing list while you're free to working on your mailing list.

    How It Works

    1. Add a new contact in Vtiger CRM
    2. Zapier creates a new contact in SendPulse

    What You Need

    • Vtiger CRM account
    • SendPulse account
  • Mail handwritten Thankster cards to new leads in Vtiger CRM

    A handcrafted card can be a great method for reaching customers and increasing conversion rates. With this integration, when a new lead is added in Vtiger CRM, a handwritten card will be sent in the mail, welcoming each new potential client.

    Note: Before you do this, you can build a template in Thankster with your own handwritten style and design (or choose a generic card).

    How It Works

    1. A new lead is created on Vtiger CRM
    2. Zapier sends their information to Thankster so a card can be printed and mailed out to them.

    What You Need

    • Vtiger CRM account
    • Thankster account
  • Populate WebMerge document templates from new Vtiger opportunities

    Need a way to automatically populate quotes, invoices, and other documents from Vtiger CRM? Set up this Vtiger-WebMerge integration, and whenever you add a new opportunity to Vtiger, Zapier will send the information over to your WebMerge template, automatically generating contracts, quotes, proposals, and more!

    Note: you will need a WebMerge account with a Document Template to use this Zap.

    How this Vtiger-WebMerge integration works

    1. A new opportunity is added to Vtiger CRM
    2. Zapier automatically sends the data to WebMerge

    Apps involved

    • Vtiger CRM
    • WebMerge
  • Add subscribers to MailChimp for new leads on Vtiger CRM

    Want to make sure you do everything you can to extract value from all those Vtiger CRM leads? Use this Vtiger CRM MailChimp integration and they'll be added to your newsletters automatically, ensuring all your exciting announcements are seen: once active, it will trigger for every new lead on Vtiger CRM, sending that information to MailChimp and adding a new subscriber for each one.

    How It Works

    1. A new lead is added on Vtiger CRM
    2. Zapier automatically adds a new subscriber to MailChimp

    What You Need

    • Vtiger CRM account
    • MailChimp account

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Vtiger CRM Integration Details

Launched on Zapier December 24, 2012

Zapier combines Triggers (like "Opportunity Created or Updated") and Actions (like "Create or Update Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Vtiger CRM Triggers, Searches, and Actions are supported by Zapier:

Opportunity Created or Updated

Triggers when a new opportunity is created or existing opportunity is updated.

Lead Created or Updated

Triggers when a new lead is created or existing lead is updated.

New Opportunity

Triggers when a new Opportunity is created.

New Todo

Triggers when a new todo is created.

New Contact

Triggers when a new contact is created.

New Case

Triggers when a new Case is created.

New Event

Triggers when a new event is created.

New Ticket

Triggers when a new Ticket is created.

New Invoice

Triggers when a new Invoice is created.

New Lead

Triggers when a new Lead is created.

New Service

Triggers when a new Service is created.

Contact Created or Updated

Triggers when a new contact is created or existing lead is updated.

New Organization

Triggers when a new Organization is created.

New Product

Triggers when a new Product is created.

Create or Update Contact

Creates or updates contact.

Create Event

Create a new Event in Vtiger.

Create or Update Opportunity

Creates or updates opportunity.

Create or Update Lead

Creates or updates lead.

Create Case

Creates a new Case.

Create Service

Creates a new Service item in Vtiger.

Create Organization

Creates a new Organization/Account/Company.

Create Ticket

Creates a new Ticket.

Create Todo

Create a new To do in Vtiger.

Create Product

Creates a new Product in Vtiger.

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Become a Zapier Integration Partner

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.