Vtiger CRM + Cloudstream Funnels Integration

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Cloudstream Funnels + Vtiger CRM Integration

Create Vtiger CRM contact for new Cloudstream Funnels form submission

When someone completes your Cloudstream Funnels, a new contact is automatically created in your Vtiger CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Cloudstream Funnels is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Cloudstream Funnels - Vtiger CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Cloudstream Funnels + Vtiger CRM Integration

Create Vtiger CRM to do for new Cloudstream Funnels contact

Vtiger CRM and Cloudstream Funnels are two powerful cloud-based tools that can be used to improve business productivity. Using this Vtiger CRM - Cloudstream Funnels integration, you can automatically create to do in Vtiger CRM whenever a new contact is created in Cloudstream Funnels.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Cloudstream Funnels + Vtiger CRM Integration

Create Vtiger CRM to do for new Cloudstream Funnels event

Creating to do in Vtiger CRM is a great way to keep track of to do that need to be completed when an event is created in your Cloudstream Funnels account.

With the help of this integration, when an event is created, a to do will be automatically created in Vtiger CRM and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any to do that need to be completed related to the new event. You can then simply assign the to do to someone on your team and they can get started!
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Vtiger CRM + Cloudstream Funnels Integration

Create Cloudstream Funnels contact for new Vtiger CRM contact

If you're using Vtiger CRM to manage your sales leads, it's important to also use Cloudstream Funnels to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Vtiger CRM, a corresponding contact will automatically be created in Cloudstream Funnels.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Vtiger CRM + Cloudstream Funnels Integration
1.
  • Vtiger CRM
    Contact is created/updated in Vtiger CRM
  • Vtiger CRM
    To Do is created/updated in Vtiger CRM
  • Vtiger CRM
    Account is created/updated in Vtiger CRM
  • Vtiger CRM
    Ticket is created/updated in Vtiger CRM
  • Vtiger CRM
    Opportunity is created/updated in Vtiger CRM
  • Vtiger CRM
    Case is created/updated in Vtiger CRM
  • Vtiger CRM
    Service is created/updated in Vtiger CRM
  • Vtiger CRM
    Event is created/updated in Vtiger CRM
  • Vtiger CRM
    Product is created/updated in Vtiger CRM
  • Vtiger CRM
    Invoice is created/updated in Vtiger CRM
  • Vtiger CRM
    Quote is created/updated in Vtiger CRM
  • Vtiger CRM
    Sales Order is created/updated in Vtiger CRM
  • Vtiger CRM
    PurchaseOrder is created/updated in Vtiger CRM
  • Cloudstream Funnels
    Order is created in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Order is updated in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Form response is created in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Contact is created or updated in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Product is updated in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Product is created in Cloudstream Funnels Instant
  • Cloudstream Funnels
    Booking is created in Cloudstream Funnels Instant
2.
  • Vtiger CRM
    Create contact in Vtiger CRM
  • Vtiger CRM
    Search contact by phone in Vtiger CRM
  • Vtiger CRM
    Create todo in Vtiger CRM
  • Vtiger CRM
    Create account in Vtiger CRM
  • Vtiger CRM
    Create product in Vtiger CRM
  • Vtiger CRM
    Create opportunity in Vtiger CRM
  • Vtiger CRM
    Search contact by email in Vtiger CRM
  • Vtiger CRM
    Create case in Vtiger CRM
  • Vtiger CRM
    Create service in Vtiger CRM
  • Vtiger CRM
    Create module record in Vtiger CRM
  • Vtiger CRM
    Create event in Vtiger CRM
  • Vtiger CRM
    Create ticket in Vtiger CRM
  • Cloudstream Funnels
    Create member in Cloudstream Funnels
  • Cloudstream Funnels
    Create contact in Cloudstream Funnels
  • Cloudstream Funnels
    Create product in Cloudstream Funnels
  • Cloudstream Funnels
    Delete contact in Cloudstream Funnels
  • Cloudstream Funnels
    Search contact in Cloudstream Funnels
  • Cloudstream Funnels
    Update contact in Cloudstream Funnels
  • Cloudstream Funnels
    Update product in Cloudstream Funnels
  • Cloudstream Funnels
    Update member group in Cloudstream Funnels
  • Cloudstream Funnels
    Create member group in Cloudstream Funnels
  • Cloudstream Funnels
    Delete member group in Cloudstream Funnels
  • Cloudstream Funnels
    Search product in Cloudstream Funnels
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