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Vtiger + Pipedrive Integrations

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

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 Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
Pipedrive Alternatives

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Best Vtiger and Pipedrive Integrations

  • Vtiger Gmail

    Pipedrive + Gmail

    Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
    When this happens...
    Vtiger Deal Matching Filter
     
    Then do this...
    Gmail Send Email
    Get more out of your Pipedrive by integrating it with Gmail. After setting this integration up, Appy Pie Connect will send an email to you or your chosen recipients via Gmail whenever a new deal is added to a certain stage on Pipedrive, ensuring that every sales deal is handled perfectly. This integration will help businesses streamline and automate repeatable business tasks, minimizing room for errors and increasing their overall efficiency.
    How This Integration Works
    • Triggers when a new deal is created on Pipedrive
    • Appy Pie Connect automatically sends an email through Gmail
    Prerequisites to setup the integration
    • A Gmail account
    • A Pipedrive account
  • Vtiger Slack

    Pipedrive + Slack

    Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
    When this happens...
    Vtiger New Deal
     
    Then do this...
    Slack Send Direct Message
    Set up this Slack – Pipedrive integration and we will watch your Pipedrive account for you. After setting up this integration, we will send a notification to the selected slack channel every time a new deal is created on Pipedrive, keeping your team informed about every Deal on your Pipedrive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How This Integration Works
    • A new deal is added to Pipedrive
    • Appy Pie Connect automatically sends a direct message to your specified Slack Channel
    What You Need
    • A Slack account
    • A Pipedrive account
  • Vtiger Twitter

    Pipedrive + Twitter

    Add Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
    When this happens...
    Vtiger New Person
     
    Then do this...
    Twitter Add User to List
    Twitter is one of the most effective social media platforms for businesses to attract new customers. After all, Twitter grows your influence by exposing your message to a larger audience. Therefore, let your twitter follower list grow by syncing it with Pipedrive. After setting this integration up, whenever a new contact is added to Pipedrive, Appy Pie Connect will automatically add that person to your twitter list, giving you more audience for your campaign.
    How this integration works
    • A contact is created on Pipedrive
    • Appy Pie Connect adds that contact directly to the Twitter list
    What You Need
    • A Pipedrive account
    • A Twitter account
  • Vtiger Salesforce

    Pipedrive + Salesforce

    Create Leads on Salesforce for New Pipedrive People Read More...
    When this happens...
    Vtiger New Person
     
    Then do this...
    Salesforce Create Lead
    If you use Pipedrive as your principle CRM and Salesforce for your sales pipeline, then this Connect is highly beneficial for you. After setting this integration up, whenever a contact is added to Pipedrive, Appy Pie Connect will add that contact to Salesforce as a lead. So, don’t wait and try this Connect now to keep your business competitive!
    How this Pipedrive – Salesforce integration Works
    • A new person is added to your Pipedrive account
    • Appy Pie Connect adds that person to your Salesforce account as a new lead
    What You Need
    • A Pipedrive account
    • A Salesforce account
  • Vtiger Slack

    Pipedrive + Slack

    Create a New Channel on Slack for Every Pipedrive Deal Read More...
    When this happens...
    Vtiger New Deal
     
    Then do this...
    Slack Create Channel
    Slack is one of the best team communication platforms available today. It features instant messaging and documents sharing, helping teams to communicate more effectively with each other. You can get more out of your Slack by integrating it with Pipedrive. After setting up this integration, whenever a new deal is added to Pipedrive, Appy Pie Connect will create a new Slack channel for it to help you discuss the newest deals in person.
    How this Pipedrive – Slack integration works
    • A new deal is added to Pipedrive
    • Appy Pie’ Connect creates a new channel on Slack
    What You Need
    • A Pipedrive account
    • A Slack account
  • Vtiger Slack

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

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

It's easy to connect Vtiger + Pipedrive 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.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Person

    Triggers when a new person is added.

    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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

How Vtiger & Pipedrive 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 Pipedrive as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Pipedrive 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 Pipedrive

Vtiger?

Vtiger is a web-based customer relationship management system (CRM. created by the Belarusian company ParaGraph Technpogies. It was created to help businesses manage their customers, contacts and data. The first version of the software was released in May 2004, and since then, the program has been updated with newer versions. Vtiger is used in both small and large businesses, and is also popular among open source developers as it is open source.

Pipedrive?

Pipedrive is an online sales management top that helps companies manage their sales pipeline, leads, campaigns and customers. It is a SaaS application which means that you do not have to download or install any software on your computer. You access your data via the Internet, and the software is hosted by Pipedrive. The company was founded in Finland in 2009 by Alexander Aghassipour, and they now have offices in 8 countries around the world. Their headquarters are located in Tallinn and Tartu, Estonia. Pipedrive is used by more than 5,000 companies from over 40 countries around the world.

Integration of Vtiger and Pipedrive

Integrating Pipedrive and Vtiger together will allow you to combine data from each platform into a single place for easy access. This integration can be done manually or automatically. In this case, we will be looking at how to integrate these two programs automatically.

First, you will need to go to the Preferences section of the Pipedrive dashboard. Here, switch to the API tab and click on the Create API Key button:

This will bring up a small window with a few fields that you need to fill out before creating your API key:

Once you have entered your information, click the Create button at the bottom of the box. This will create an API key for you. Copy this key somewhere where you can easily access it because you will need it in Vtiger:

Now that you have created an API key for Pipedrive, you must go to your Vtiger dashboard and click on Administration > System Settings > General Settings > Web Services:

Here, click on the Add New Service button. Then, choose the service type “Salesforce” from the dropdown menu and enter your unique API key from Pipedrive in the Token field:

Benefits of Integration of Vtiger and Pipedrive

There are many benefits to integrating Vtiger and Pipedrive. These include:

The process to integrate Vtiger and Pipedrive 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.