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.
Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.Slack Integrations
Slack + Google SheetsSend Starred Messages in Slack to a Google Spreadsheet Read More...
It's easy to connect Vtiger + Slack without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Triggers upon creation of a new #channel.
Triggers when there is a mention of a username or highlight word in a public #channel.
Triggers whenever a new message is posted on the specified #channel of your choice.
Triggers whenever a message is posted to a specified #private-channel or multi-dm.
Triggers when you star a message.
Triggers whenever a new user joins Slack or a new account is created on Slack.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
A reminder is added for yourself or a teammate, like /remind slash command.
Creates a new channel.
A new message is posted to your chosen #channel.
Send a direct message to a user or yourself through the Slackbot.
A new message is posted to your chosen private channel.
Sets the topic on a specific channel.
Updates your Slack status to the specified text & emoji.
Vtiger is a free and open source CRM and project management spution that helps businesses to manage marketing, sales, support, and other business processes. It has built-in web services and APIs that enable integration with other applications. It also comes with an embedded social networking plugin that allows users to link their social accounts to Vtiger.
Slack is a cloud based cplaboration platform which offers various messaging features such as group chat, direct messaging, file sharing, etc. It comes with a wide range of third party integrations that allow you to integrate your existing tops with Slack. The integrated apps are known as “Channels” and they can be used to create interactive workflows.
Integrating Slack and Vtiger can help you to manage the day to day tasks of your business using the power of both the products. Slack can be used to perform real time communication and cplaboration while Vtiger can be used to keep track of the work performed by your team members in a structured manner.
In this section, we will look at how you can integrate Slack and Vtiger. We will first look at how you can integrate Vtiger with Slack. Then we will look at how you can integrate Slack with Vtiger.
You can integrate Vtiger with Slack in two ways:
Go to https://my.slack.com/servicesew/incoming-webhook/ Set a name for your integration (e.g. “Vtiger”. Choose the channel where you want to post messages from Vtiger Copy the Webhook URL provided by Slack and paste it into the Webhook URL field in Vtiger (you can find this under Settings > Integrations > Slack. Click Save Changes
Go to https://api.slack.com/bot-usersew Choose a username for your bot (e.g. “Vtiger”. Choose a display name for your bot (e.g. “Vtiger Bot”. Set the name of the channel where you want to have the bot active (e.g. “#vti-dev”. Set the icon for your bot (e.g. “https://example.com/assets/images/bot-icon-512x512@2x”. Leave the OAuth Redirect URL option as it is Click Create Bot User When you get a confirmation message that your bot has been created, click on the “XX-XXXXXX” link in the message Copy the API Token for your newly created bot Paste the API Token under Settings > Integrations > Slack Click Save Changes Go to your new slackbot’s page on slack Copy the Webhook URL associated with the bot Paste the Webhook URL under Settings > Integrations > Slack Click Save Changes
The process to integrate Vtiger and Slack 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.