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Vtiger + Salesforce Integrations

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

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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best Vtiger and Salesforce Integrations

  • Vtiger Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Vtiger New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Vtiger Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Vtiger New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Vtiger Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Vtiger New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Vtiger Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Vtiger New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Vtiger Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Vtiger New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A 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 + Salesforce in easier way

It's easy to connect Vtiger + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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 Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Vtiger & Salesforce 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 Salesforce as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Salesforce 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 Salesforce

Vtiger?

Vtiger is an open-source CRM software that is also available in SaaS (Software as a Service. model. This service is offered by iWeblab, Inc., a company based in India. It can be integrated with various other services like Magento, WordPress, Google Analytics, etc. It offers support for Drupal and Joomla, which are open source content management systems. It is utilized by thousands of companies all around the globe.

Salesforce?

Salesforce is a cloud-based customer relationship management service that allows users to build their own customized applications on its platform. It was founded in 1999 by Marc Benioff, Parker Harris, Dave Moellenhoff and Frank Dominguez. They developed it as ‘Salesforce’ – a name derived from sales and force. Salesforce was then entirely based on the Force.com platform. The company was initially named Cloud Nineteen and was bought by Salesforce.com in 2000. In 2006, Salesforce entered into an agreement with Microsoft Corporation and changed its name to Salesforce.com. Salesforce traded as its own company until 2013 when it merged with the Oracle Corporation.

Integration of Vtiger and Salesforce

Vtiger can be integrated with Salesforce through APIs or Web Services. These tops enable the user to pull the data from Salesforce into Vtiger and vice versa – push data from Vtiger into Salesforce. Thus, the user can create a comprehensive database of information without much effort and save data across multiple systems. This data can be played back at any time and used to take actionable decisions.

Benefits of Integration of Vtiger and Salesforce

Through the integration of Vtiger and Salesforce, customers can get the fplowing benefits:

Cross-selling. The user can ensure that cross-selling takes place effectively through this integration since it provides a complete view of sales activities and customers. Thus, one can target prospects better and make more sales. Prospecting. Through this integration, one can do better prospecting as well because they have access to a comprehensive list of leads and prospects. Customer retention. If there are any customer complaints or issues regarding any product, the user can address them effectively with the help of this integration since all the customer information will be readily available. Customer experience. This integration helps customers get a seamless experience while using different services at any time of day or night, on any device they wish to use. Customer Engagement. With this integration, the user gets a complete picture of all customers and their information from any channel including websites, social media platforms, call centers, etc. thus allowing easy engagement. A/B Testing. Through this integration, one can test different aspects of their business since they have the complete information about customers readily available at their fingertips with real time data access. They can also use it to implement personalized marketing strategies based on customer preferences or interests. Lead Tracking. This integration makes it easier for users to track leads because all data related to leads, including emails or contact information in Vtiger will be automatically updated in Salesforce along with important contact details such as mobile numbers or email ids. This will allow users to implement effective lead nurturing strategies to close deals faster. Support Ticket Management. User can manage their support tickets through this integration so that they are not bogged down by hundreds of calls per day but can focus on customers who are most important to them. They can prioritize calls based on their importance and customer relationships using this integration. Marketing Automation. This integration provides a complete view of marketing automation as well as marketing campaigns performed on different platforms that are related to particular organization’s field of specialization. Also, through this integration one can easily measure the effectiveness of campaigns executed via different mediums including email marketing, social media campaigns, etc. Financial Analytics. Through this integration, organizations can know exactly how much revenue or profit has come in through each particular sales channel along with other valuable information about expenses incurred through different channels over a specified period of time. Financial Data Management. This integration will provide a single view of financial data across all channels so that one can know exactly where the money is coming from and being spent on all the time thereby reducing costs and improving efficiency in any business organization or sector.

The process to integrate Vtiger and Salesforce 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.