What you can automate

When contact Created or Updated in Vtiger CRM, find or create contact in Salesflare.

When lead Created or Updated in Vtiger CRM, find or create contact in Salesflare.

When new Contact in Vtiger CRM, find or create contact in Salesflare.

When new Invoice in Vtiger CRM, create opportunity, then find or create contact in Salesflare.

When new Lead in Vtiger CRM, find or create contact in Salesflare.

When new Opportunity in Vtiger CRM, create opportunity in Salesflare.

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.

Vtiger CRM operations on Zapier

Triggers (14)

Start a workflow when this happens

Contact Created or Updated — Triggers when a new contact is created or existing lead is updated.
Lead Created or Updated — Triggers when a new lead is created or existing lead is updated.
New Case — Triggers when a new Case is created.
New Contact — Triggers when a new contact is created.
New Event — Triggers when a new event is created.

Show 9 more triggers

New Invoice — Triggers when a new Invoice is created.
New Lead — Triggers when a new Lead is created.
New Opportunity — Triggers when a new Opportunity is created.
New Organization — Triggers when a new Organization is created.
New Product — Triggers when a new Product is created.
New Service — Triggers when a new Service is created.
New Ticket — Triggers when a new Ticket is created.
New Todo — Triggers when a new todo is created.
Opportunity Created or Updated — Triggers when a new opportunity is created or existing opportunity is updated.

Actions (10)

Things Salesflare can make it do

Create Case — Creates a new Case.
Create Event — Create a new Event in Vtiger.
Create Organization — Creates a new Organization/Account/Company.
Create Product — Creates a new Product in Vtiger.
Create Service — Creates a new Service item in Vtiger.

Show 5 more actions

Create Ticket — Creates a new Ticket.
Create Todo — Create a new To do in Vtiger.
Create or Update Contact — Creates or updates contact.
Create or Update Lead — Creates or updates lead.
Create or Update Opportunity — Creates or updates opportunity.

Vtiger CRM operations on Make

Triggers (1)

Start a workflow when this happens

Watch Records — Triggers when a record is created or updated.

Actions (5)

Things Salesflare can make it do

Create a Record — Creates a new record.
Delete a Record — Deletes a record.
Get a Record — Return the data of a specified record of selected module.
Make an API Call — Performs an arbitrary authorized API call.
Update a Record — Updates an existing record.

Searches (1)

Look up existing records

Search Records — Retrieves records of selected module that match specified criteria.

Vtiger CRM and Salesflare

How to connect Vtiger CRM