Vtiger allows businesses to convert valuable leads into actual customers, providing statistic to help sales and support teams decide on best future strategies. The all-in-one CRM helps grow sales, deliver better customer service, and improve marketing reach. Below you'll find detailed information, specifically for Vtiger integrations.
Suported Vtiger Integrations
We simply ask your login details and your permission. To Authorize your Vtiger account, we need your Domain, to be found in the URL and your username and Access key of your Vtiger account, which can be retrieved in ‘My preferences’.
If you already authorized Vtiger account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts or Leads before proceeding to the configuration page.
Supported Conditions/Filters [IF]
- HAPPINESS RATING
- LEAD SOURCE
- OPTED IN/OUT OF EMAILS
- CONVERSION FROM LEAD
- PORTAL USER
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
Supported Actions [THEN]
- ADDING/REMOVING TAGS
- OPT IN TO/OUT OF EMAILS
- MARK/UNMARK AS PORTAL USER
- UPDATE HAPPINESS RATING
- UPDATE LEAD SOURCE
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Vtiger fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
Customizable Field Mapping
You can custom map your Vtiger Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE.