--- title: Vtiger CRM slug: vtiger description: How to integrate Vtiger CRM with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_vtiger.png docTags: createdAt: 2025-02-03T13:28:36.235Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/vtiger.png" alt="Vtiger CRM logo" caption size="50" width="512" height="512"} | 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. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Vtiger CRM](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, [create your account on Vtiger CRM](https://www.vtiger.com/). For subscription, refer to the [Vtiger CRM pricing page](https://www.vtiger.com/). # Connect Vtiger CRM and Make To get started, you must first create a connection between Vtiger CRM and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your Basic Auth credentials in your Vtiger CRM account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your Basic Auth credentials in your Vtiger CRM account Before you create the connection in Make, you should first obtain your **Basic Auth credentials** in your Vtiger CRM account. To obtain your **Basic Auth credentials **: ::::WorkflowBlock :::WorkflowBlockItem Click the** user menu** on the top right corner of the screen. ::: :::WorkflowBlockItem Click** My Preferences**. ::: :::WorkflowBlockItem Click the** More icon** on the top right corner of your** user record**. ::: :::WorkflowBlockItem Select Change** Access Key**. ::: :::WorkflowBlockItem Click yes when prompted to generate a new key. ::: :::WorkflowBlockItem Copy the** API key** displayed on the** preferences page**. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](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 Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Vtiger CRM module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](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 scenarios. :::ExpandableHeading ### Create a Record Creates a new data entry in the specified application or database. ::: :::ExpandableHeading ### Delete a Record Deletes a specific record from your selected database or application. ::: :::ExpandableHeading ### Get a Record Retrieve detailed information for a specific record from the chosen module. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search Records Fetches records from the chosen module that meet the defined search criteria. ::: :::ExpandableHeading ### Update a Record Updates the details of a specified existing record in your database. ::: :::ExpandableHeading ### Watch Records Triggers whenever a new record is added or an existing record is modified. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Vtiger CRM resources You can have access to more resources related to this app on the following links - [Vtiger CRM topics on Make community](https://community.make.com/search?q=Vtiger%20CRM) - [Vtiger CRM website](https://www.vtiger.com/) - [Vtiger CRM API documentation](https://www.vtiger.com/docs/rest-api-for-vtiger) - [Vtiger CRM page on make](https://www.make.com/en/integrations/vtiger) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::