Vtiger CRM

vtiger is a crm platform offering sales, marketing, and customer support tools integrating vtiger with make com enables users to automate lead management, synchronize contacts, and trigger follow ups based on crm activities directly from their vtiger account this is ai generated content based on official vtiger crm documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www vtiger com/contact us/ directly requirements to use the vtiger crm app in make, you must have an active vtiger crm account and an api access token, https //www vtiger com/ for subscription, refer to the https //www vtiger com/ connect vtiger crm and {{product name}} to get started, you must first create a connection between vtiger crm and {{product name}} , allowing the two services to communicate obtain your basic auth credentials in your vtiger crm account create the connection in make obtain your basic auth credentials in your vtiger crm account before you create the connection in {{product name}} , you should first obtain your basic auth credentials in your vtiger crm account to obtain your basic auth credentials click the user menu on the top right corner of the screen click my preferences click the more icon on the top right corner of your user record select change access key click yes when prompted to generate a new key copy the api key displayed on the preferences page you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help vtiger com/faq/161541827 what is an access key%2c and how can i generate a new one in vtiger crm create the connection in {{product name}} https //www make com/en/register , add the vtiger crm module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your vtiger crm account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page vtiger crm modules after connecting to the vtiger crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a record creates a new data entry in the specified application or database delete a record deletes a specific record from your selected database or application get a record retrieve detailed information for a specific record from the chosen module make an api call executes a custom api request to the connected service using your authorized credentials search records fetches records from the chosen module that meet the defined search criteria update a record updates the details of a specified existing record in your database watch records triggers whenever a new record is added or an existing record is modified templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} vtiger crm resources you can have access to more resources related to this app on the following links https //community make com/search?q=vtiger%20crm https //www vtiger com/ https //www vtiger com/docs/rest api for vtiger https //www make com/en/integrations/vtiger