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.
From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.Zoho Connect Integrations
It's easy to connect Vtiger + Zoho Connect 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 when a new event is added.
Triggers when a new status (Feed) is added.
Triggers when new member is added to a group.
Triggers when you are mentioned in a status.
Triggers when new member is added to a network.
Triggers when a new task is added.
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.
Adds user to a group (invite and add, if the user is not a member of the network).
Adds a new event in a specific group.
Adds a new status (Feed) in a specific group.
Creates a private event.
Adds a private task.
Adds a new task in a specific board.
Sends an invite to the user to join your network.
Vtiger is a web-based application designed for small businesses. It is a customer relationship management software that enables businesses to manage their contacts, leads, customers, activities, and marketing campaigns. It can be used by businesses that have a small number of employees. However, it is not limited to these categories of businesses. It can also be used by large companies with hundreds of thousands of employees. This software can be used on any computer or mobile device connected to the Internet.
Vtiger can store data in its own database or in an external database server such as MySQL, PostgresSQL, and Oracle.
Vtiger runs on PHP and uses a MySQL backend database server. It also comes with a calendar component which is powered by icalendar. It provides API and RESTful web services as well as SOAP web services.
The latest version of Vtiger is Vtiger CRM 6. The previous versions were Vtiger CRM 5, Vtiger CRM 4, Vtiger CRM 3, Vtiger CRM 2, Vtiger CRM 1, and Vtiger CRM 0.x. The main reason for this change in versioning is the major overhaul of the interface and underlying code on the way from version 4 to version 5. The next planned major release will be called Vtiger CRM 6.2 and it is scheduled to be released in July 2019.
Zoho Connect is business integration software that links different departments of a business. It offers integration between Zoho products such as Zoho CRM, Zoho Campaigns, Zoho Desk, and Zoho Meeting so they can work together seamlessly. It also offers integration with other popular software such as Google Drive and Salesforce.com. In a nutshell, Zoho Connect enables users to connect business apps together so they can work better together.
Vtiger CRM 6 has an integration module called Vtiger Connect which allows for seamless integration with different third-party systems such as email marketing tops like MailChimp and SendGrid; analytics tops like Google Analytics; social media tops like Facebook and Twitter; project management tops like Asana and Trello; cplaboration tops like Slack and Google Hangouts; instant messaging tops like Skype; project management tops like JIRA; password management tops like LastPass; file sharing tops like Dropbox; website monitoring tops like New Relic; and many more. The latest version of Connect supports more than 100 integrations with over 100 software products.
The integration module was released in June 2018 with Vtiger CRM 6.1.1 but there are already more than 100 integrations available for users to choose from. Some popular ones include JIRA, Slack, Dropbox, Google Calendar, Google Drive, Trello, Microsoft Project, FreshBooks, MailChimp, Salesforce, Zapier, QuickBooks Online, Gusto, Harvest, Insightly, Drip, Shopify, Hubspot, Freshdesk, Asana, GoToMeeting, Skype for Business, Marketo, Intercom, BatchBook, Zendesk Chat, etc.
Integration with third-party apps not only simplifies workflows but also promotes better cplaboration among employees within an organization. For example, if an employee creates an issue in JIRA and sends a link to the issue through Slack to an employee who is working on it (or just needs to fplow its status), then the employee who received the notification automatically opens the link in his browser without having to go back to JIRA to check out what the issue is about. In addition to these external integrations (i.e., integrations with third-party apps), you can also integrate your Zoho CRM instance with other Zoho CRM instances using Connect's multi-tenancy feature. Each tenant in your multi-tenant instance will be able to see data from all the other tenants in your instance. Multi-tenancy is useful when you want different departments in your organization to see relevant information but you don't want them to have access to information that does not belong to them. A great example of this scenario is when you want your sales department to see only information about customers but not information about leads or vendors. You can enable multi-tenancy in your Zoho Connect instance by selecting the Enable Multi-Tenancy option under Customizations in the application administration section and then enabling it for every tenant you want to create. When you do this, Connect will create tenants for you and automatically assign them a unique subdomain name based on the domain name you enter when creating each tenant (see example below. This way users from different tenants won't share calendars or Tasks lists but will still be able to view one another's work records and messages if needed.
Integrating several applications together creates a win-win situation for both the businesses that use these applications and the employees who use them daily. The fplowing are some of the benefits a business can get from integrating Vtiger and Zoho Connect:
1- Increased Workflow Efficiency. When employees use several applications together rather than using just one app at a time they can complete tasks faster and more efficiently because instead of switching between two apps they are using only one app which saves them time as they don't need to switch between two apps anymore. Furthermore, rather than using several apps at once each app can be optimally configured for the task it performs which means that employees don't need to waste time reconfiguring apps that already perform their tasks well enough to do the job right from the start without any configuration changes done by the user itself (e.g., if you're using JIRA for managing your issues and Trello for managing your projects then each app can be optimized for its specific use case. This way employees won't need to waste time setting up JIRA as if it was Trello or vice versa so they'll save even more time when performing their tasks because they'll start using their primary top immediately after signing into Zoho CRM without having to configure anything before being able to start using it or learn how to use it. Another benefit of using integrations between apps is that switching between applications becomes much easier because employees no longer need to switch between two apps at once but can now switch between multiple apps at once if necessary (e.g., while using a project management top like Trello employees can easily switch between it and email marketing automation platform like MailChimp. In short, integrating several apps together makes workflow much easier because switching between applications becomes much easier since all applications are accessible through one app which makes switching between applications much faster than switching between multiple apps because employees no longer need to load each app separately before using any of them but rather they can load all of them at once through one app which makes switching between apps faster than switching between two apps at once because loading all apps simultaneously takes less time than loading each individually so switching between them will take less time than switching between two apps at once would take which in turn saves time when switching between them because employees won't need to wait until all loaded applications are fully loaded before starting their workflows (e.g., while helping your sales team stay organized by using JIRA for tracking issues and Trello for managing their projects you'll need both applications in front of you at the same time so you can track issues created by your sales team while assigning them new tasks related to their current projects which would be impossible if you had to keep going back and forth between two separate applications. Having integrations between applications also means greater ease of access since in addition to knowing where your primary top is located you also know where other tops are located so you can access them if needed even if your primary top doesn't provide access to them (e.g., if you're using Trello for managing your projects then you can easily access Freshdesk if you need help from a customer support agent from Freshdesk. Integrating multiple applications also means greater oversight since instead of having each application's data stored in its own database as would happen if you were using each app independently then all data will be stored in one database which will allow you to easily view everything that happened in any given day by looking at one place instead of having to look at different places depending on which app you used each day (e.g., if on Monday you created a new lead via Zoho CRM then this lead's details will be stored in the same database where your leads are stored which means that you'll be able to see details about this
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