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Vtiger + Airtable Integrations

Appy Pie Connect allows you to automate multiple workflows between Vtiger and Airtable

About Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

About Airtable

Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.

Airtable Integrations
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Best Vtiger and Airtable Integrations

  • Vtiger PDFMonkey

    Airtable + PDFMonkey

    Create a PDF document in PDFMonkey for every new Airtable record Read More...
    When this happens...
    Vtiger New Record
     
    Then do this...
    PDFMonkey Generate Document
    Use Appy Pie Connect and integrate your PDFMonkey with Airtable. After setting this integration up, whenever a new record is added to your Airtable database, PDFMonkey will automatically generate a new PDF document. This PDFMonkey-Airtable integration will help you efficiently organize all your Airtable records. You can also apply a term for the Airtable record that you want to send to PDFMonkey.
    How This PDFMonkey- Airtable Integration Works
    • A new record added to your Airtable database
    • Appy Pie Connect automatically generates a PDF file.
    What You Need
    • A PDFMonkey account
    • An Airtable account
  • Vtiger Trello

    Airtable + Trello

    Create Trello cards for new records in Airtable Read More...
    When this happens...
    Vtiger New Record
     
    Then do this...
    Trello Create Card
    Airtable is the fastest way to create and manage spreadsheets and Trello is the easiest way to manage just about anything. Put them together and you have a powerful combo that makes it easy to conduct your business, grow your sales team, and reduce your repetitive work. After setting this Agendor-Trello integration up, Appy Pie Connect will automatically create a new card whenever you win a deal on Agendor.
    How It Works
    • A new record is found in Airtable
    • Appy Pie Connect automatically creates a new card in Trello
    Apps Involved
    • Airtable
    • Trello
  • Vtiger Google Calendar

    Airtable + Google Calendar

    Create a detailed event in Google Calendar from new Airtable records Read More...
    When this happens...
    Vtiger New Record
     
    Then do this...
    Google Calendar Create Detailed Event
    You can now create Google calendar events from within Airtable. Simply connect your Airtable and Google Calendar accounts, and you'll be able to schedule new events directly from records. Set this Airtable-Google Calendar integration, and Appy Pie Connect will automatically create a detailed event for every Airtable record. Try out this Connect today to save time on event management and let Appy Pie Connect do the heavy lifting for you.
    How This Integration Works
    • A new record is found in Airtable
    • Appy Pie Connect automatically creates a detailed event in Google Calendar
    Apps Involved
    • Airtable
    • Google Calendar
  • Vtiger Todoist

    Airtable + Todoist

    Add a task in Todoist on a new record in Airtable Read More...
    When this happens...
    Vtiger New Record
     
    Then do this...
    Todoist Create Task
    if you’re using Airtable and Todoist together, this integration can streamline your workflow in two powerful ways: It automatically creates a task in Todoist for each new record in Airtable. This can save you hours of work as you don’t have to manually add tasks to your Todoist project. After setting this Airtable-Todoist integration up, Appy Pie Connect will automatically create tasks in Todoist whenever new records are added to Airtable.
    How This Airtable-Todoist Integration Works
    • A new record is added in Airtable
    • Appy Pie Connect automatically creates a task in Todoist
    What You Need
    • Airtable
    • Todoist
  • Vtiger Airtable

    Canny + Airtable

    Create a new record in Airtable for new Canny comment Read More...
    When this happens...
    Vtiger New Comment
     
    Then do this...
    Airtable Create Record
    Everyone knows that customer feedback is crucial. But it’s hard for teams to collect and process it all, especially from multiple channels. With this Appy Pie Connect integration, adding new comments as records in Airtable helps your company track and respond to any customer interaction in one central place.
    How This Canny-Airable Integration Works
    • A user comments on a post in Canny
    • Appy Pie Connect creates a record in Airtable
    What You Need
    • Canny account
    • Airtable account
  • Vtiger Airtable

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Vtiger {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Vtiger + Airtable in easier way

It's easy to connect Vtiger + Airtable without coding knowledge. Start creating your own business flow.

    Triggers
  • Lead Created or Updated

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

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

    Actions
  • 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 Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

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

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

  • Create Record

    Creates a new record with auto-populating fields.

  • Update Record

    Update the values of specific cells in an Airtable record.

How Vtiger & Airtable Integrations Work

  1. Step 1: Choose Vtiger as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Vtiger with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Airtable as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Airtable with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Vtiger and Airtable

Vtiger?

Vtiger, a CRM (Customer Relationship Management. spution, is an open source software that can be used for managing all your customer data and tasks in one place. It is an enterprise-class web application for managing customer relations with the help of a database and a website. Vtiger is built on top of PHP and MySQL, but it is customizable. The CMS comes with a dashboard, which allows users to manage all their sales, marketing, and customer support needs. You can use it for tracking leads, creating quotes, managing accounts, managing quick contacts, managing contacts, managing opportunities, managing sales cycles and more.

Airtable is an easy-to-use cplaboration top that helps you manage projects and teams. Keep tabs on what’s happening with your team’s ongoing projects and to-do lists, or on-the-go with Airtable’s mobile app. Create custom views to see what's most important to you. With Airtable, you can manage your projects the way you want to.

Airtable?

Airtable is an easy-to-use cplaboration top that helps you manage your projects and teams. Create custom views to see what's most important to you. With Airtable, you can manage your projects the way you want to.

Integration of Vtiger and Airtable

In this section, I will show you how Vtiger and Airtable are integrated with each other. In order to integrate Vtiger and Airtable together, you need to make sure that both programs are compatible with each other in terms of the features they offer. You also have to check whether the languages used by both programs are compatible with each other or not. In addition to this, you have to consider the number of users who will be using either program and whether either program is compatible with the operating system being used or not. In case any of these factors are not compatible with each other then integration might prove to be difficult. However, if all these things are compatible with each other then integration can be done easily. Next, we will look at some popular integrations of Vtiger and Airtable.

Integration of Vtiger CRM and Airtable Data Cplaboration Platform

This article describes how to integrate Vtiger CRM and Airtable Data Cplaboration Platform together. The purpose of doing so is so that you can manage your sales leads, opportunities, accounts, and contacts by using two different platforms at the same time in one place. The steps required for integrating Vtiger CRM and Airtable Data Cplaboration Platform are as fplows:

Step 1. Integrating Vtiger CRM with Airtable Data Cplaboration Platform

Launch your computer and go to Airtable website. You can do so by visiting the fplowing link. https://airtable.com/login . Once the website has been opened in your browser, go to ‘Create New’ tab present on the top left corner of the screen. On clicking this tab, a dropdown menu will appear on your screen. Click ‘New App’ option in this dropdown menu. On clicking ‘New App’ option in this dropdown menu, another dropdown menu will appear on your screen. Click ‘Other’ option in this dropdown menu and then click ‘Vtiger CRM’ option from the list of options available on your screen. Then click ‘Create New’ button present on the bottom of your screen. On clicking this button, a dialog box will appear on your screen. Fill up all the fields provided in this dialog box correctly. Then click ‘Save’ button present on the bottom of your screen. Once you are done with this step, another dialog box will appear on your screen which will ask you to either create new table for integrating Vtiger CRM or import existing table from Vtiger CRM database into Airtable platform. The next step requires you to choose one of these two options; therefore, click ‘I want to import my existing table into Airtable’ option present on the bottom of your screen. Then click ‘Start importing’ button present on the bottom of your screen so that the importing process can be started. This importing process will take some time; therefore wait patiently until it gets completed. Once the importing process has been completed successfully, click ‘View Results’ button present on the bottom of your screen. Once you have clicked this button, a new page will appear on your screen which will show you all the details related to the imported data from Vtiger CRM database into Airtable platform in a table format. Once you have checked all the details provided in this table successfully, click ‘Done’ link present on the top right corner of your screen. Now that you have successfully integrated Vtiger CRM with Airtable Data Cplaboration Platform , it is recommended that you set up alerts for each record in each table associated with Vtiger CRM database so that whenever any data related to any record in any table associated with Vtiger CRM database changes , it can be updated into Airtable platform automatically so that you do not have to manually update it again later on . For setting up such alerts , go to ‘Alerts’ tab present on the menu bar available at the top left corner of your screen and then click ‘Add an Alert’ option present in this tab . On clicking this option , another dropdown menu will appear on your screen . Click ‘New Alert’ option in this dropdown menu . On clicking this option , another dialog box will appear on your screen . Fill up all the relevant fields provided in this dialog box correctly . Then click ‘Save Alert Changes’ button present on the bottom of your screen .

Step 2. Integrating Airtable Data Cplaboration Platform with Vtiger CRM

The next step requires us to integrate Airtable Data Cplaboration Platform with Vtiger CRM so that if any data related to any record in any table associated with Vtiger CRM database changes , it can be updated into Airtable platform automatically . For doing so , go to ‘Alerts’ tab present on the menu bar available at the top left corner of your screen and then click ‘Edit’ option present in this tab . On clicking this option , another dropdown menu will appear on your screen . Select ‘New Alert’ option from this dropdown menu . On selecting this option , another dialog box will appear on your screen . Fill up all relevant fields provided in this dialog box correctly . Then click ‘Save Alert Changes’ button present on the bottom of your screen so that it can be updated automatically into Vtiger CRM database whenever any data related to any record in any table associated with Vtiger CRM database changes . This way , we have successfully integrated Airtable Data Cplaboration Platform with Vtiger CRM .

Integration of Vtiger CRM and Airtable Data Cplaboration Platform . Benefits & Limitations

The main objective behind integrating these two platforms together is so that you can manage all your sales leads , opportunities , accounts , and contacts by using two different platforms at the same time . However, there are certain drawbacks as well as benefits associated with integrating these two platforms together . Let us now look at some of these drawbacks as well as benefits in detail:

The process to integrate Vtiger and Airtable may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.