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Vtiger + Freshsales Integrations

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

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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
Freshsales Alternatives

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Best Vtiger and Freshsales 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

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    When this happens...
    Vtiger New Lead
     
    Then do this...
    Slack Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • Vtiger Gmail

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    When this happens...
    Vtiger New Lead
     
    Then do this...
    Gmail Send Email
    Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.
    How this Freshsales - Gmail integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends an email to the lead from Gmail
    What You Need
    • A Gmail account
    • A Freshsales account
  • Vtiger Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    When this happens...
    Vtiger New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • Vtiger Microsoft Teams

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

It's easy to connect Vtiger + Freshsales 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 Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead 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.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Vtiger & Freshsales 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 Freshsales as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshsales 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 Freshsales

Vtiger?

Vtiger is an open source CRM software that helps companies to automate their sales and marketing processes. It helps in assigning tasks to team members, tracking the progress of tasks, creating auto-emails, and saving data in a centralized database.

Freshsales?

Freshsales is a salesforce automation top that integrates with Freshdesk. It helps to create customer profiles, manage leads, schedule meetings, send email campaigns, track sales metrics, and receive alerts related to sales activities.

Integration of Vtiger and Freshsales

Integration of Vtiger and Freshsales will help to reduce the time taken to complete a task and also save time and resources. The benefits of integration are:

  • Time Saving

Since Freshsales can be integrated with Vtiger, there is no need to enter data manually into the CRM. Information regarding a client or a lead can be automatically transferred from Freshsales to Vtiger whenever an entry is made. This saves time.

  • Resource Saving

When integrating Vtiger and Freshsales, there is no need to use another platform for managing sales activities. A single platform can be used for sales and marketing activities saving resources.

  • Cplaboration

When multiple users are using the same platform for managing sales and marketing activities simultaneously, it helps in cplaboration between different departments.

  • Centralized Data Storage

Information cplected by the different workgroups can be easily stored in one place by integrating Freshsales and Vtiger. Also, there won’t be need to keep searching for the data as they will be stored in a centralized database. So employees won’t have to waste time in finding information needed for their day-to-day tasks or projects.

  • Easy Sharing of Information

When information needs to be shared with other employees or departments, it can be easily done by integrating Vtiger and Freshsales since all the data will be stored in a centralized database. There won’t be any need to transfer information manually from one system to another. It will save time since employees won’t have to spend time transferring data themselves or looking for another person who can do it for them. They can easily access the information which will be available in the same place.

The process to integrate Vtiger and Freshsales 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.