Vtiger CRM + CompanyHub Integration

Integrate CompanyHub to Vtiger CRM in one click, or tell Integrately AI how you want each contact handled. Create contacts, sync deals and accounts, update records, and keep your pipeline aligned automatically.

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1.
  • 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
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
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2.
  • Vtiger CRM
    Update account in Vtiger CRM
  • Vtiger CRM
    Search account in Vtiger CRM
  • Vtiger CRM
    Update opportunity in Vtiger CRM
  • Vtiger CRM
    Search opportunity in Vtiger CRM
  • Vtiger CRM
    Update contact in Vtiger CRM
  • 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
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Delete record in CompanyHub

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Ready Workflows Ready Workflows for CompanyHub + Vtiger CRM Integration

Capture new contacts, sync deals, update records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
CompanyHub + Vtiger CRM Integration

Create Vtiger CRM contact for new CompanyHub record

Automatically creating Vtiger CRM contact records for new CompanyHub record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Vtiger CRM + CompanyHub Integration

Create CompanyHub record for new Vtiger CRM contact

When a new contact is created in your Vtiger CRM, you can automatically create a record for them in your CompanyHub. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Vtiger CRM + CompanyHub Integration

Create CompanyHub deal from new Vtiger CRM contact

Anytime a new contact is created in your Vtiger CRM, a new deal will automatically be created in your CompanyHub. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Vtiger CRM - CompanyHub integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Vtiger CRM + CompanyHub Integration

Create CompanyHub task for new Vtiger CRM contact

In Vtiger CRM, when you create a contact, it automatically creates a task in CompanyHub for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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CompanyHub + Vtiger CRM Integration

Create Vtiger CRM to do for new CompanyHub contact

In CompanyHub, when you create a contact, it automatically creates a to do in Vtiger CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the to do associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Connect more apps to your CompanyHub + Vtiger CRM flow

Send follow-up emails, update marketing lists, alert your team, and sync accounting records right after your CRM syncs. Pick a combination and activate it in one click.

Vtiger CRM
CompanyHub
+
GmailGmail (4)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
SlackSlack (3)
C
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When a contact is created in CompanyHub, create a contact in Vtiger CRM, and send a notification email in Gmail.
New CompanyHub contacts immediately appear in Vtiger CRM and trigger an email notification via Gmail, eliminating manual data entry.
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When a deal is created in CompanyHub, create an opportunity in Vtiger CRM, and send a team alert in Gmail.
Every new deal in CompanyHub logs an opportunity in Vtiger CRM and alerts your team via Gmail instantly.
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When a task is created in CompanyHub, create a todo in Vtiger CRM, and send a task confirmation email in Gmail.
CompanyHub tasks automatically populate Vtiger CRM todos and trigger confirmation emails through Gmail.
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Use Claude to evaluate new CompanyHub contacts, create a contact in Vtiger CRM, and email the review in Gmail.
Claude analyses CompanyHub contacts before creating a Vtiger CRM record and emailing the assessment via Gmail.

Supported triggers and actions for Vtiger CRM and CompanyHub

Mix and match to build the exact automation you need

Vtiger CRM
Vtiger CRM Triggers & Actions
Lead is created or updated in Vtiger CRM
Triggers the automation when a new lead is created or an existing lead is updated
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Contact is created/updated in Vtiger CRM
Triggers the automation when a contact is created or updated
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To Do is created/updated in Vtiger CRM
Triggers the automation when a To Do is created or updated
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Account is created/updated in Vtiger CRM
Triggers the automation when an account is created or updated
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Ticket is created/updated in Vtiger CRM
Triggers the automation when a ticket is created or modified
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Opportunity is created/updated in Vtiger CRM
Triggers the automation when any opportunity is created or updated
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Case is created/updated in Vtiger CRM
Triggers the automation when any account is created or updated
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Service is created/updated in Vtiger CRM
Triggers the automation when a service is created or updated
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Event is created/updated in Vtiger CRM
Triggers the automation when any event is created or updated
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Product is created/updated in Vtiger CRM
Triggers the automation when a product is created or updated
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Invoice is created/updated in Vtiger CRM
Triggers the automation when any invoice is added or modified
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Quote is created/updated in Vtiger CRM
Triggers the automation when a quote is created or updated
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Sales Order is created/updated in Vtiger CRM
Triggers the automation when a new sales order is created or updated
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PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation when a purchase order is created or updated
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Update account in Vtiger CRM
Updates an existing account
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Search account in Vtiger CRM
Searches for an account
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Update opportunity in Vtiger CRM
Updates an existing opportunity
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Search opportunity in Vtiger CRM
Searches for an opportunity
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Update contact in Vtiger CRM
Updates an existing contact
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Create contact in Vtiger CRM
Adds a new contact to the database
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Search contact by phone in Vtiger CRM
Finds information about a contact using the phone number
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Create todo in Vtiger CRM
Creates a new to-do item
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Create account in Vtiger CRM
Generates a new account
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Create product in Vtiger CRM
Generates and launch new products
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Create opportunity in Vtiger CRM
Creates a new instance of the support system
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Search contact by email in Vtiger CRM
Finds and retrieves contact information using their email address
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Create case in Vtiger CRM
Generates a new case entry
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Create service in Vtiger CRM
Creates a new service entry
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Create module record in Vtiger CRM
Creates a new record in a module
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Create event in Vtiger CRM
Adds a new contact to the contact list
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Create ticket in Vtiger CRM
Generates a new ticket
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CompanyHub
CompanyHub Triggers & Actions
Contact is created in CompanyHub
Triggers the automation when a new contact is created
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Contact is updated in CompanyHub
Triggers the automation when a contact is updated
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Company is created in CompanyHub
Triggers the automation when a new company is created
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Company is updated in CompanyHub
Triggers the automation when a company is updated
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Record is created (Custom Table) in CompanyHub
Triggers the automation when a new record is created in a custom table
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Record is updated in CompanyHub
Triggers the automation when any record is updated
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Deal is created in CompanyHub
Triggers the automation when a deal is created
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Deal is updated in CompanyHub
Triggers the automation when a deal is updated
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Task is created in CompanyHub
Triggers the automation when a new task is created
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Quote is created in CompanyHub
Triggers the automation when a new quote is created
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Sales order is created in CompanyHub
Triggers the automation when a sales order is created
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Create contact in CompanyHub
Adds a new contact to the database
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Search contact in CompanyHub
Finds and retrieves contact information
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Create record (Custom Table) in CompanyHub
Creates a new workspace
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Update record in CompanyHub
Updates a record with new information
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Search record in CompanyHub
Searches for a record within a given database
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Get record by id in CompanyHub
Retrieves a record based on its id
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Create deal in CompanyHub
Generates a new deal with
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Search deal in CompanyHub
Retrieves and find a deal
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Create company in CompanyHub
Generates a new company profile with given details
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Search company in CompanyHub
Finds information about a company
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Create task in CompanyHub
Creates a new task
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Search task in CompanyHub
Searches for a task
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Create note in CompanyHub
Creates a new note in the particular format
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Create quote in CompanyHub
Generates a new quote with pre-filled information
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Create sales order in CompanyHub
Generates a new sales order with pre-filled details
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Delete record in CompanyHub
Deletes a record
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What can you automate with CompanyHub + Vtiger CRM?

Connect CompanyHub and Vtiger CRM to handle contacts, deals, tasks, and sales orders without writing a single line of code.

What you can automate?
🔄
Sync new contacts across platforms automatically
Instantly create a Vtiger CRM contact whenever a new contact is generated in CompanyHub, ensuring your customer database remains unified and accurate at all times.
📋
Capture every submitted field and custom record
Map all custom table entries, tasks, and notes from CompanyHub straight into Vtiger CRM modules so no critical customer detail is ever left behind.
🔔
Alert your team the moment a deal happens
Send instant notifications to your sales channel or team inbox whenever a new deal or sales order is created in CompanyHub.
🔀
Route records based on submitted criteria
Apply conditional rules to direct high-value deals and priority contacts to specific Vtiger CRM pipelines and specialized team members.
🔄
Keep records updated as customer details change
Automatically update matching Vtiger CRM contacts and accounts whenever contact or company information is modified in CompanyHub.
🔍
Search and update instead of creating duplicates
Perform intelligent lookups to update existing records in Vtiger CRM rather than cluttering your database with duplicate entries.
📊
Manage later status changes and order fulfillment
Handle lifecycle updates like quotes, sales orders, and task completions smoothly between CompanyHub and Vtiger CRM workflows.
🔌
Extend your workflow to Slack or Gmail
Trigger multi-step automations that start in CompanyHub, update Vtiger CRM, and notify your team in Slack or Gmail all in one flow.
And much more...

Who is CompanyHub + Vtiger CRM integration for?

CompanyHub and Vtiger CRM integration eliminates manual data entry, keeping customer records, deals, and sales pipelines perfectly aligned across your entire organization.

Performance analysts
Performance analysts
Sales development reps
Sales development reps
Agency account managers
Agency account managers
Operations managers
Operations managers
Sales managers
Sales managers
CRM administrators
CRM administrators
📈
Performance analysts
You report on sales pipeline velocity and conversion numbers every week, but manual data transfers mean your spreadsheets are always missing recent deals — with this integration, every new deal lands in your CRM instantly and your reports stay accurate.
Sales development reps
You need to reach out to inbound prospects within minutes, but waiting for team members to copy contacts between platforms causes painful delays — with this integration, every new lead arrives in your workspace instantly and you can engage immediately.
🤝
Agency account managers
You answer to clients who expect real-time updates on task execution and deal progress, but scattered records cause communication gaps — with this integration, every project update flows seamlessly and client reporting is always up to date.
⚙️
Operations managers
The volume of incoming customer records and sales orders is too high for anyone to keep up by hand, leading to frequent data errors — with this integration, every record syncs automatically and your administrative workload is eliminated.
🎯
Sales managers
You own the closing stage and depend on upstream team members to hand over qualified leads without missing details — with this integration, every contact and deal transfers automatically so your sales pipeline remains uninterrupted.
🛡️
CRM administrators
You need a reliable customer history across all systems, but manual entry keeps introducing duplicate contacts and missing fields — with this integration, every record matches perfectly and your database integrity is preserved.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Vtiger CRM + CompanyHub

Build and manage your Vtiger CRM + CompanyHub automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Vtiger CRM + CompanyHub with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect CompanyHub to Vtiger CRM?
Frequently Asked Questions
You can connect CompanyHub to Vtiger CRM instantly using ready-made workflows on Integrately. With 1-click setup and Integrately AI, you can sync contacts, deals, and tasks alongside apps like Gmail, Slack, and HubSpot without any coding.
Can I automatically sync new contacts from CompanyHub into Vtiger CRM?
Frequently Asked Questions
Can I connect CompanyHub, Vtiger CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CompanyHub and Vtiger CRM?
Frequently Asked Questions
How does CompanyHub data handle contact updates in Vtiger CRM?
Frequently Asked Questions
Can I track deals and opportunities between CompanyHub and Vtiger CRM?
Frequently Asked Questions
Do I need coding skills to automate CompanyHub and Vtiger CRM?
Frequently Asked Questions
Is the CompanyHub and Vtiger CRM integration free?
Frequently Asked Questions
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