Outfield + Vtiger CRM

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 Account
Triggers when a new account is created, i.e. either a place or a contact.
TriggerPolling
automatically do this!
Create Organization
Creates a new Organization/Account/Company.
ActionWrite

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Supported triggers and actions

Default Fields
Get default fields for dropdown
Trigger
Polling
Try It
- Team Member (optional)
- Activity Type (optional)
- Form (optional)
Trigger
Polling
Try It
- Team Member (optional)
Trigger
Polling
Try It
Point System Specs
Get point system specs for dropdown
Trigger
Polling
Try It
- Account NameRequired
- Account TypeRequired
- 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 IDRequired
- Calendar Event TypeRequired
- Team MemberRequired
- Start TimeRequired
- End TimeRequired
- 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 NameRequired
- Account TypeRequired
- 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 IDRequired
- Calendar Event TypeRequired
- Team MemberRequired
- Start TimeRequired
- End TimeRequired
- 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 MemberRequired
- Point System SpecRequired
- Amount
Action
Write
- SearchRequired
- Account Type (optional)
- Team Member (optional)
- Account ID (optional)
Action
Search
- SearchRequired
- Account TypeRequired
- Team Member (optional)
- Account ID (optional)
- Account NameRequired
- 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
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

- Account TypeRequired
- Team Member (optional)
Trigger
Polling
Try It
- Team Member (optional)
Trigger
Polling
Try It
- Team Member (optional)
Trigger
Polling
Try It
- Team Member (optional)
- Activity Type (optional)
- Form (optional)
Trigger
Polling
Try It
- Activity TypeRequired
- Team MemberRequired
- 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 TitleRequired
- Due Date & TimeRequired
- Team MemberRequired
- Account ID (optional)
- Notes (optional)
Action
Write
- ID (optional)
- Activity TypeRequired
- Team MemberRequired
- 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 TitleRequired
- Due Date & TimeRequired
- Team MemberRequired
- Account ID (optional)
- Notes (optional)
Action
Write
- Owner Type
Action
Search
- SearchRequired
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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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.

Related categories

CRM (Customer Relationship Management)

Outfield + Vtiger CRM

Create new Vtiger CRM organizations from new Outfield accounts

Default Fields

New Activity

New Deal

Point System Specs

Create Account

Create Calendar Event

Create Deal With Order

Create or Update Account

Create or Update Calendar Event

Create or Update Deal With Order

Create Point Action

Find Account (Or Optionally Create)

Find or Create Account

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

New Account

New Calendar Event

New Incomplete Task

New or Updated Activity

Create Activity

Create Deal

Create Incomplete Task

Create or Update Activity

Create or Update Deal

Create or Update Incomplete Task

Find Default Field

Find User (Team Member)

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

About Outfield

Related categories

Similar apps

Zapier Interfaces

About Vtiger CRM

Related categories

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