Popular Aero Workflow + Vtiger CRM Workflows
Create Aero Workflow contact for new Vtiger CRM contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Vtiger CRM - Aero Workflow integration, anytime a new Vtiger CRM contact is created, an Aero Workflow contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Aero Workflow company for new Vtiger CRM account
Create Aero Workflow task for new Vtiger CRM contact
When you create a contact in Vtiger CRM, do you also create a task in Aero Workflow? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create Aero Workflow task for new Vtiger CRM to do
All you need to do is - integrate Aero Workflow with Vtiger CRM to create task in Aero Workflow automatically when certain to do occur in Vtiger CRM. This can save you time by not having to manually create tasks in both systems.
Create Aero Workflow event for new Vtiger CRM contact
Create Aero Workflow event for new Vtiger CRM account
When Contact is created/updated in Vtiger CRM > Check any condition > Create task in Aero Workflow
When Contact is created/updated in Vtiger CRM > Check condition > Create contact in Aero Workflow
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Aero Workflow is a platform for accountants and bookkeepers to manage the administrative burden of the tasks they do in a day. It allows them to automate repetitive tasks, send customised emails, track time and expenses etc.
See Aero Workflow IntegrationsEasily manage your sales, marketing and customer support with Vtiger CRM. Reach out to leads in no time, convert prospects into customers and help customers achieve their goals with this easy-to-use solution.
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