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. |
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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 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. For subscription, refer to the Vtiger CRM pricing page.
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.
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 Make, 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Vtiger CRM module to your scenario, 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 Connect an applicationConnect an application. page.
Vtiger CRM modules
After connecting to the Vtiger CRM app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, 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