Crisp + Vtiger CRM

Create or update contacts in Vtiger CRM for new contacts in Crisp

Make the customer-relations process seamless by linking your Crisp app with your Vtiger CRM. When a new contact enters the picture on Crisp, this workflow will rapidly transition the data, creating or updating the contact information in Vtiger CRM. This efficient process ensures your customer information is consistently up-to-date, eliminating the redundancy of manual data entry. Enjoy smoother communication, leading to better business relationships.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create or Update Contact
Creates or updates contact.
ActionWrite

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Supported triggers and actions

Edited Contact
Triggers when a contact is edited.
Trigger
Instant
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Message Incoming
Triggers when a visitor sends a message.
Trigger
Instant
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New Conversation
Triggers when a new conversation is created.
Trigger
Instant
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Conversation Segments Updated
Triggers when a segment is added or removed in a conversation.
Trigger
Instant
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- Conversation ID (session_id)Required
- SegmentsRequired
Action
Write

- User EmailRequired
- User NameRequired
- Message FromRequired
- MessageRequired
Action
Write
- Conversation ID (session_id)Required
- Note message contentRequired
Action
Write

- Conversation ID (session_id)Required
- Message contentRequired
Action
Write
- QueryRequired
Action
Search
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
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
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New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
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
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

Message Sent
Triggers when an operator sends a message
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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Conversation Custom Data Updated
Triggers when custom data is added or removed in a conversation.
Trigger
Instant
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Conversation Status Change
Triggers when a conversation is (un)resolved.
Trigger
Instant
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- EmailRequired
- NameRequired
- Phone Number
- Address
- Website
- Company
- Position
- Segments
- Notepad
- Custom Data
Action
Write
- EmailRequired
- Event nameRequired
Action
Write
- Conversation ID (session_id)Required
- Message contentRequired
- Nickname
Action
Write
- Conversation ID (session_id)Required
- StateRequired
Action
Write
- EmailRequired
Action
Search
Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new Invoice is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
Try It
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

About Crisp

Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform

Learn more

Related categories

Customer Support

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)

Crisp + Vtiger CRM

Create or update contacts in Vtiger CRM for new contacts in Crisp

Edited Contact

Message Incoming

New Conversation

Conversation Segments Updated

Add Segments to Conversation

Create Conversation

Send Note Message

Send User Text Message

Search for Conversation

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

Message Sent

New Contact

Conversation Custom Data Updated

Conversation Status Change

Create/Update Contact

Add a User Event

Send Operator Text Message

Change Conversation State

Search for a Profile

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

About Crisp

Related categories

About Vtiger CRM

Related categories

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