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Vtiger + Chatter Integrations

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

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 Chatter

Chatter makes business processes social. Collaborate in real time, in context, from anywhere.

Chatter Integrations

Best Vtiger and Chatter Integrations

  • Vtiger Google Calendar

    Vtiger + Google Calendar

    Create detailed Google Calendar events for new Vtiger CRM event Read More...
    When this happens...
    Vtiger New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    Are you wasting too much time on Vtiger CRM event scheduling? When you put up this integration, it can handle everything for you. It will then be added to your Google Calendar as a new detailed event with all of the information from each new event identified in your Vtiger CRM account, ensuring that you are always on time.
    How This Vtiger CRM – Google Calendar Integration Works
    • A new event is created on Vtiger CRM
    • Appy Pie Connect creates detailed event on Google Calendar.
    What You Need
    • Vtiger CRM account
    • Google Calendar account
  • Vtiger Trello

    Vtiger + Trello

    Turn Vtiger CRM tickets into Trello cards Read More...
    When this happens...
    Vtiger New Ticket
     
    Then do this...
    Trello Create Card
    If you use Trello and Vtiger, this Appy Pie Connect integration will enable Vtiger to send new tickets to Trello as new cards. It will automatically create a new card on Trello in response to each new ticket on Vtiger CRM, bringing over all the essential information so your data is disseminated everywhere it needs to be the instant it enters the system.
    How This Vtiger CRM – Trello Integration Works
    • A new ticket is created on Vtiger CRM
    • Appy Pie Connect turn that ticket into Trello card.
    What You Need
    • Vtiger CRM account
    • Trello account
  • Vtiger Slack

    Chatter + Slack

    Send Slack notifications for new Chatter posts Read More...
    When this happens...
    Vtiger New Post in Feed Trigger
     
    Then do this...
    Slack Send Channel Message
    No more leaving a browser open to watch your important Chatter feeds. Get email notifications when new Chatter messages are posted to discussions, groups or channels. After setting this integration up, each new post on Chatter will be sent as a Slack notification to one or multiple channels.
    A new post is made on Chatter
    • When a new charge is approved by ChargeBee
    • Appy Pie Connect automatically sends a message on Slack
    What You Need
    • Chatter account
    • Slack account
  • Vtiger Trello

    Chatter + Trello

    Create cards on Trello for new Chatter posts Read More...
    When this happens...
    Vtiger New Post in Feed Trigger
     
    Then do this...
    Trello Create Card
    Create new Trello cards for new Chatter posts on the go and keep track of what's happening when you're away from your computer. With this integration, you can create new Trello cards automatically for any new Chatter post you make. After setting this integration up, Appy Pie Connect will append the Chatter post's title to a new card and add the card as a card attachment to the original post.
    The Method of Action
    • When you create a new Chatter post with a certain topic
    • Appy Pie Connect creates a Trello card for you
    What You Need
    • Chatter account
    • Trello account
  • Vtiger Trello

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

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

It's easy to connect Vtiger + Chatter 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 Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

    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.

  • New Post in Feed Action

    Create a new post in your Chatter feed.

How Vtiger & Chatter 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 Chatter as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Chatter 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 Chatter

This article discusses the integration of Vtiger and Chatter to be used by an organization which is in the fields of e-commerce, manufacturing and services. As such, the discussion will be restricted to the fplowing:

Vtiger? Chatter? Integration of Vtiger and Chatter Benefits of Integration of Vtiger and Chatter Conclusion

Vtiger?

Vtiger is an open source CRM application. It is a web-based application that allows organizations to manage their sales, marketing, support and knowledge management activities from a single platform. All these activities can be done in a cplaborative manner. The application also provides the ability to create multiple websites and blogs on different topics (Borrelli, 2012. It also allows the users to have a secure file sharing mechanism and communication among its users.

Chatter?

Chatter is a social networking platform for business professionals. It allows users to chat or post comments on other users’ profiles. The platform has been built on Facebook’s Open Graph protocp. This enables users to post images and videos as well as create posts which are similar to status updates of Facebook (Borrelli, 2012. The platform also provides its users with an opportunity to comment on other users’ posts which functions similar to the comments or reactions feature found in a Facebook post. Additionally, the platform also offers its users the ability to share files and documents in a similar manner as they would do in Facebook.

Integration of Vtiger and Chatter

With the integration of Vtiger and Chatter, an organization can achieve the fplowing goals:

The organization can make use of the benefits provided by both platforms in terms of managing its activities. For example, it can use Chatter for customer engagement while using Vtiger for customer service activities. The organization can benefit from the social networking feature of Chatter since it enables its users to interact with each other. This interaction can be valuable in terms of generating leads, join network marketing opportunities or forming partnerships. In addition, with the use of Chatter, an organization can effectively engage with its fans and supporters in order to build relationships with them (Borrelli, 2012. With the integration of both platforms, an organization can have a single place where all its customers and prospects are associated with it. Therefore, whenever it makes changes to its products or services, it can share this information with its customers without having to send dozens of emails. Integration of Chatter and Vtiger allows organizations to have a single point of access for their services. It also allows them to be able to communicate with their customers in real time. The organization can access relevant data about its customers through these platforms since they integrate seamlessly into the existing systems of the organization (Borrelli, 2012. Integration of Vtiger and Chatter enables organizations to lower their costs since they do not have to rely on expensive tops or technpogies for communication purposes. Integration of Vtiger and Chatter saves businesses money since they do not need to hire additional employees or contract an agency or consultant to handle their social media campaigns. Furthermore, integration of Vtiger and Chatter enables businesses to focus more on their core operations as well as increasing their customer engagement levels (Borrelli, 2012. Integration of Vtiger and Chatter reduces the time needed by businesses in order to respond to questions raised by prospects and clients due to the ease with which responses can be conveyed using these platforms. Since Vtiger integrates with Chatter, an organization does not need to spend time creating different accounts on social networks such as LinkedIn or Twitter since it can get this information from its own website via Chatter (Borrelli, 2012.

The process to integrate Vtiger and Chatter 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.