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Vtiger + Customerly Integrations

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

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 Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations
Connect Vtiger + Customerly in easier way

It's easy to connect Vtiger + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user 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.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Vtiger & Customerly 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 Customerly as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Customerly 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 Customerly

Vtiger?

Vtiger is a CRM (Customer Relationship Management. which helps to organize the contacts, activities and tasks of sales team. It has a feature to create, organize and manage customers. One can easily add, edit and delete contact information such as name, address, email id etc. In addition to this it also shows the history of communications between customer, seller and third party. Customerly is another CRM that helps to manage all the customers in a company. Customers need to be registered on Customerly in order to track all their information. It helps to log the calls, visits, services used by the customers. It has features like call recording, call screening and automatic call transfer . It helps to organize the communication with the customers through emails, SMS, video calls etc.

  • Integration of Vtiger and Customerly
  • Customerly has a feature called ‘Vtiger Connector’. This helps to integrate Customerly with Vtiger effectively. The flow of integration of both the systems is as fplows:

    • Once the user of Customerly logs into Customerly , a new account is created in Vtiger .
    • After this there are options like import contacts from Vtiger , import contacts from CSV, add manually and bulk add contacts from list . When you import contacts from Vtiger , then Vtiger syncs its own contacts with the contacts imported from Customerly .
    • This way any changes made in one system will reflect in the other. There is an option for viewing all the changes made in Customerly in Vtiger . This can be done by clicking on Show Changes in Vtiger button which is given in the top right corner .
    • There is a feature in this system named ‘Contact Sync Status’. It shows the status of synchronization between both systems. For example if you have synced your Vtiger account with Customerly , it will show green cpor indicating synced accounts . If there is any error , then it shows red cpor . Similarly , if you are syncing your accounts manually then it shows blue cpor . In case of bulk add , it shows yellow cpor because there is an option of bulk add from list in Customerly .
    • This feature helps to keep a track of contact information. It shows all the details like phone numbers , emails and addresses added in Vtiger and Customerly . Both systems show same contact information when synced because they are integrated together .

  • Benefits of Integration of Vtiger and Customerly
  • There are many benefits of integration of these two systems. Some of them are listed below:

    • User friendly – The interface of both systems is quite user friendly. They have a clean and simple graphical user interface . There is proper categorization of items in each screen so that it is easy to use them.
    • Easy to Install – Both systems are very easy to install. They don’t require much technical knowledge to understand them or use them. People from any background can use them without much stress.
    • Cost effective – Both these systems are cost effective. They don’t require high technical knowledge to configure them or use them. This makes them cost effective because they don’t require much technical knowledge and hence they are affordable for users.

    In this way Vtiger and Customerly can be integrated successfully using their ‘Vtiger Connector’ feature . This integration helps to keep a track of contact information. Both the systems can be integrated together effectively using this top . It helps to reduce work load of sales team by providing effective customer management . In short this integration helps to improve efficiency of sales team by providing better customer management tops .

    The process to integrate Vtiger and Customerly 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.