Vtiger + Zapier: Trigger Actions and Transfer Data Between Your Most-Used Apps

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If you’re like most of our customers, your business uses multiple software applications to get things done. Your sales team might use join.me to screen share with clients, while your accounting department uses Xero for bookkeeping, and (of course!) it all comes together with Vtiger as the hub of your client relationships and engagement. After all, no one application does everything perfectly.

There's also a good chance that where work ends in taiwan whatsapp number one app, work begins in another - for example, if you mark a quote as accepted in Vtiger, it might mean it's time to create an invoice in Xero. Unfortunately, with the exception of specific integrations available on the Vtiger integration page, automating actions between apps hasn't previously been possible.

That’s about to change. Starting today, Vtiger’s Zapier integration lets you easily connect Vtiger to over 400 Zapier-connected apps. Whether it’s moving data between Vtiger and another app or simply setting up rule-based triggers across apps, Zapier is the engine that makes it possible. That means you can automatically create a lead in Vtiger when someone comments on your Facebook page, a contact for every business card a sales rep scans, a new quote in your accounting software for every new opportunity created in Vtiger, or a ticket for every customer call. This transitively means a more complete customer history, more engaging conversations, and happier customers.

Let's look at an example of how a hypothetical mid-sized event management business, Hayway Events, benefits from Zaps:

Hayway Events is a popular mid-sized event management company on the West Coast of the United States. Its events range from high-profile weddings to award ceremonies and seminars. While Hayway Events’ event director was pleased to see the company’s revenue and headcount grow between 2010 and 2015, the billion-dollar event management industry began to see a number of new entrants into the space. These entrants were armed with a variety of tools and technologies to improve the customer experience and increase business efficiency, cutting into Hayway Events’ market share.

To keep up with the curve, Hayway upgraded its tech stack at every stage of the business to improve customer service and task efficiency. Hayway’s marketing team promoted events and engaged customers on Facebook, Twitter, Instagram, and LinkedIn.



Add Vtiger leads from new posts to your Facebook page
Facebook Pages + Vtiger CRM
Use this workflow

The sales team used Clickdesk to engage with potential customers early on through their website.



Add new ClickDesk chat as lead in Vtiger
Vtiger CRM + ClickDesk
Use this workflow

The accounting team used Xero to create invoices and keep track of their books. The events management team used Eventbrite to create events, invite people, sell tickets, and gather feedback from attendees and organisers to improve the service.



Add new Eventbrite attendees as Vtiger contacts
Eventbrite + Vtiger CRM
Use this workflow

All teams used Slack for internal communication. And the customer service team brought it all together using Vtiger CRM to get a full picture of customer history and respond to tickets.

To integrate these disparate systems, Hayway Events implemented Zapier. With Zapier’s Zaps, the marketing team was able to automatically pull leads into Vtiger from various social media platforms. The sales team automatically pulled others from the company’s website, and because everything was in Vtiger, they were nurtured efficiently without missing a beat. The future of Hayway Events has never looked brighter than with Zaps triggering next steps after quotes are approved and a complete customer history in Vtiger supporting reps used to deliver engaging, responsive service.

While the example above is fictional, the benefits of connecting apps to streamline processes and collect data are real. You can see other Vtiger integrations via Zapier Learn more about integrating Vtiger and other software apps via Zapier on our documentation page or email us at