Cognito Forms + Vtiger CRM Integration

Connect Cognito Forms to Vtiger CRM in 1 click

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1.
  • Cognito Forms
    Entry is created in Cognito Forms Instant
  • Cognito Forms
    Entry is updated in Cognito Forms Instant
  • Vtiger CRM
    Lead is created or updated in Vtiger CRM
  • 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
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2.

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Ready Workflows Ready Workflows   for Cognito Forms + Vtiger CRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Cognito Forms + Vtiger CRM Integration

Create Vtiger CRM to do for new Cognito Forms entry

It's important to stay on top of your customer relationships, and one way to do that is to create Vtiger CRM to dos for new Cognito Forms entrys received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Vtiger CRM to do for new Cognito Forms entry received today - your customers will thank you for it!
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Cognito Forms + Vtiger CRM Integration

Create Vtiger CRM contact for new Cognito Forms entry

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

Plus, all of the information from the Cognito Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Cognito Forms - Vtiger CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Our team can create automations for you... At no extra cost!

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Automations

Top 10 Most Popular Cognito Forms Automations from
Integrately Community

Just click on the workflow you want to automate

Cognito Forms logo
Smartsheet logo
Create Smartsheet row for new Cognito Forms entry
Activate
Cognito Forms logo
Salesforce logo
Create Salesforce record for new Cognito Forms entry
Activate
Cognito Forms logo
Trello logo
Create Trello card for new Cognito Forms entry
Activate
Cognito Forms logo
Microsoft Excel logo
Create Microsoft Excel row for new Cognito Forms entry
Activate
Cognito Forms logo
Monday.com logo
Create Monday.com item for new Cognito Forms entry
Activate
Cognito Forms logo
Smartsheet logo
Create Smartsheet row for new Cognito Forms entry
Activate
Cognito Forms logo
Salesforce logo
Create Salesforce record for new Cognito Forms entry
Activate
Cognito Forms logo
Trello logo
Create Trello card for new Cognito Forms entry
Activate
Cognito Forms logo
Microsoft Excel logo
Create Microsoft Excel row for new Cognito Forms entry
Activate
Cognito Forms logo
Monday.com logo
Create Monday.com item for new Cognito Forms entry
Activate
Cognito Forms logo
Zoho CRM logo
Create Zoho CRM module for new Cognito Forms entry
Activate
Cognito Forms logo
Online Live Support logo
Send Online Live Support message for new Cognito Forms entry
Activate
Cognito Forms logo
ActiveCampaign logo
Create ActiveCampaign contact for new Cognito Forms entry
Activate
Cognito Forms logo
ClickUp logo
Create ClickUp task for new Cognito Forms entry
Activate
Cognito Forms logo
Google Calendar logo
Create Google Calendar event for new Cognito Forms entry
Activate
Cognito Forms logo
Zoho CRM logo
Create Zoho CRM module for new Cognito Forms entry
Activate
Cognito Forms logo
Online Live Support logo
Send Online Live Support message for new Cognito Forms entry
Activate
Cognito Forms logo
ActiveCampaign logo
Create ActiveCampaign contact for new Cognito Forms entry
Activate
Cognito Forms logo
ClickUp logo
Create ClickUp task for new Cognito Forms entry
Activate
Cognito Forms logo
Google Calendar logo
Create Google Calendar event for new Cognito Forms entry
Activate

Top 10 Most Popular Vtiger CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Vtiger CRM logo
WordPress logo
Create WordPress user for new Vtiger CRM contact
02
Vtiger CRM logo
Zoom logo
Create Zoom webinar registrant for new Vtiger CRM contact
03
WordPress logo
Vtiger CRM logo
Create Vtiger CRM contact for new WordPress user
04
Vtiger CRM logo
Telegram logo
Send Telegram message for new Vtiger CRM account
05
Vtiger CRM logo
Microsoft Office 365 logo
Send Microsoft Office 365 message for new Vtiger CRM contact
cloud
Vtiger CRM
app integration
06
Vtiger CRM logo
WhatsApp logo
Send WhatsApp message for new Vtiger CRM to do
07
Vtiger CRM logo
WATI logo
Send WATI message for new Vtiger CRM to do
08
Vtiger CRM logo
WhatsApp logo
Send WhatsApp message for new Vtiger CRM account
09
Adobe Commerce (Magento) logo
Vtiger CRM logo
Create Vtiger CRM contact from new Adobe Commerce (Magento) customer
10
Vtiger CRM logo
Flock logo
Send Flock message for new Vtiger CRM contact
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Cognito Forms or Vtiger CRM With 1400+ Other Apps

Cognito Forms
Cognito Forms
Cognito Forms allows users to quickly create custom forms and embed them into their website. The platform also provides an easy way of collecting, analyzing and sharing data via the web or mobile devices.
Vtiger CRM
Vtiger CRM
Easily 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.