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No-code automationYour No-code and AI Automation Partner

Automate Vtiger CRM API Workflows with Make.com, n8n and Zapier

Leverage Vtiger CRM's API to efficiently automate sales, enhance customer relations, and streamline workflows. Achieve seamless integration with other tools to bolster productivity and drive business growth.

When a Lead Created
Solution
1. New Lead Notification

Instant alert on lead creation.

Perform a Task Update
Solution
2. Automatic Task Updates

Keep tasks current with updates.

Send a Follow-up Email
Solution
3. Automated Email Follow-Ups

Send emails post lead interaction.

Add a Contact to the Newsletter
Solution
4. Dynamic Contact Integration

Automatically subscribe new contacts.

When a Deal Closed
Solution
5. Record Sale Data

Log closed deals automatically.

- Repeat -

Automation Benefits

Advantages of Automating Vtiger CRM

Unlock the full potential of Vtiger CRM through automation, improving efficiency and enhancing customer engagement.

Enhanced Efficiency

Reduce manual efforts, allowing you to focus more on strategic tasks.

Improved Data Accuracy

Automatically update records without human error, ensuring reliability.

Faster Lead Conversion

Streamline the sales process with real-time automation.

Seamless Integration

Easily connect Vtiger CRM with other applications you use.

Increased Revenue

By optimizing operations, drive up sales and profitability.

Better Customer Insights

Harness data for detailed insights improving customer interactions.

Features

Vtiger CRM Automation Features

Explore powerful automation features that come with integrating Vtiger CRM using advanced automation platforms.

  • 1
    Seamless Workflow Integration

    Connect Vtiger CRM with various tools to streamline workflow without manual intervention.

  • 2
    Real-time Data Synchronization

    Ensure data consistency across multiple platforms instantly and accurately.

  • 3
    Customizable Automation Triggers

    Set bespoke triggers that launch workflows based on your specific business needs.

Feature

Outcomes

Business Outcomes from Vtiger CRM Automation

Achieving enhanced functionality with reduced effort results in increased productivity and profitability.

50%
Improved Productivity
30%
Higher Conversion Rates
2x
Quicker Response Time

We Might Have Solved Your Problems Already

Vtiger CRM automation use cases

See how you can improve your process by leveraging AI, automation and Vtiger CRM API.

Schedule Weekly Data Extraction app logoExtract Sales Data app logoFeed Data to Google Sheets app logoGenerate Visual Report app logo
Automate Vtiger Reports with Make

Enhance data accuracy and save time by automating Vtiger CRM report generation with Make. Automatically compile sales, leads, and engagement data into Google Sheets or Slides, and email insightful reports to stakeholders.

Call Logged in Vtiger app logoTranscribe Call app logoStore Transcription app logoAnalyze Call Data app logo
Automate Sales Call Transcriptions with Vtiger

Enhance your sales process by automating call transcriptions with n8n. Use Google Cloud Speech-to-Text to transcribe and store call details in Vtiger, ensuring quick and accurate insights into sales interactions.

Trigger from Vtiger app logoCheck Existing Mailchimp Records app logoPull New Leads from LinkedIn app logoFilter for Target Industries app logoAlert Sales Team via Slack app logo
Sync Contacts from Vtiger to Mailchimp

Ensure your contact data is consistent across Vtiger and Mailchimp with Zapier. Automate the synchronization of contacts and streamline your lead generation process, enhancing sales efficiency and customer satisfaction.

FAQ

Vtiger CRM Automation FAQs

Get answers to common questions about automating Vtiger CRM for your business success.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required