Vtiger CRM + EasyPractice Integration

Connect Vtiger CRM to EasyPractice - Automate your workflows in 1-click

Make use of Vtiger CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of EasyPractice automations to automate event registrations, send reminder emails, and manage attendee communication efficiently. Skip the manual back and forth! Easily automate the flow of data between Vtiger CRM & EasyPractice using Integrately.
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Ready Workflows For Vtiger CRM + EasyPractice Integration

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EasyPractice + Vtiger CRM Integration

Create Vtiger CRM to do for new EasyPractice event

Creating a to do in Vtiger CRM for every event created in EasyPractice can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since EasyPractice is often used to manage large or multi-day events, having Vtiger CRM record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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EasyPractice + Vtiger CRM Integration

Create Vtiger CRM contact for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your Vtiger CRM contact are updated with the latest information. When a order is added to an event in EasyPractice, a new contact will be created in Vtiger CRM automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Create Your Own Vtiger CRM & EasyPractice Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
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Vtiger CRM + EasyPractice Integration
1.
  • Vtiger CRM
    Contact is created/updated in Vtiger CRM

    Triggers the automation when a contact is created or updated

  • Vtiger CRM
    To Do is created/updated in Vtiger CRM

    Triggers the automation when a To Do is created or updated

  • Vtiger CRM
    Account is created/updated in Vtiger CRM

    Triggers the automation when an account is created or updated

  • Vtiger CRM
    Ticket is created/updated in Vtiger CRM

    Triggers the automation when a ticket is created or modified

  • Vtiger CRM
    Opportunity is created/updated in Vtiger CRM

    Triggers the automation when any opportunity is created or updated

  • Vtiger CRM
    Case is created/updated in Vtiger CRM

    Triggers the automation when any account is created or updated

  • Vtiger CRM
    Service is created/updated in Vtiger CRM

    Triggers the automation when a service is created or updated

  • Vtiger CRM
    Event is created/updated in Vtiger CRM

    Triggers the automation when any event is created or updated

  • Vtiger CRM
    Product is created/updated in Vtiger CRM

    Triggers the automation when a product is created or updated

  • Vtiger CRM
    Invoice is created/updated in Vtiger CRM

    Triggers the automation when any invoice is added or modified

  • Vtiger CRM
    Quote is created/updated in Vtiger CRM

    Triggers the automation when a quote is created or updated

  • Vtiger CRM
    Sales Order is created/updated in Vtiger CRM

    Triggers the automation when a new sales order is created or updated

  • Vtiger CRM
    PurchaseOrder is created/updated in Vtiger CRM

    Triggers the automation when a purchase order is created or updated

  • EasyPractice
    New appointment in EasyPractice

    Triggers the automation when a new appointment is scheduled

  • EasyPractice
    New invoice in EasyPractice

    Triggers the automation when a new invoice is created

  • EasyPractice
    Client deactivated in EasyPractice

    Triggers the automation when any client is deactivated

  • EasyPractice
    New client in EasyPractice

    Triggers the automation when a new client is added to the system

2.
  • Vtiger CRM
    Update account in Vtiger CRM

    Updates an existing account

  • Vtiger CRM
    Search account in Vtiger CRM

    Searches for an account

  • Vtiger CRM
    Update opportunity in Vtiger CRM

    Updates an existing opportunity

  • Vtiger CRM
    Search opportunity in Vtiger CRM

    Searches for an opportunity

  • Vtiger CRM
    Update contact in Vtiger CRM

    Updates an existing contact

  • Vtiger CRM
    Create contact in Vtiger CRM

    Adds a new contact to the database

  • Vtiger CRM
    Search contact by phone in Vtiger CRM

    Finds information about a contact using the phone number

  • Vtiger CRM
    Create todo in Vtiger CRM

    Creates a new to-do item

  • Vtiger CRM
    Create account in Vtiger CRM

    Generates a new account

  • Vtiger CRM
    Create product in Vtiger CRM

    Generates and launch new products

  • Vtiger CRM
    Create opportunity in Vtiger CRM

    Creates a new instance of the support system

  • Vtiger CRM
    Search contact by email in Vtiger CRM

    Finds and retrieves contact information using their email address

  • Vtiger CRM
    Create case in Vtiger CRM

    Generates a new case entry

  • Vtiger CRM
    Create service in Vtiger CRM

    Creates a new service entry

  • Vtiger CRM
    Create module record in Vtiger CRM

    Creates a new record in a module

  • Vtiger CRM
    Create event in Vtiger CRM

    Adds a new contact to the contact list

  • Vtiger CRM
    Create ticket in Vtiger CRM

    Generates a new ticket

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750 Tasks
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2,000 Tasks
in $19.99
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Integrate Vtiger CRM & EasyPractice In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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You Can Also Connect Vtiger CRM or EasyPractice With 1200+ Other Apps

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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.

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EasyPractice is a revolutionary platform for therapists and clinicians. It aims to create a simplified therapy practice management solution which works across all devices - desktop web app, mobile web app and native iOS/Android apps.

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