Exact Online + Vtiger CRM Integration

Integrate Exact Online to Vtiger CRM in one click, or tell Integrately AI how you want each contact handled. Create accounts, update addresses, sync contacts, and manage records automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Item is created or updated in Exact Online 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.
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • 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

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Ready Workflows Ready Workflows for Exact Online + Vtiger CRM Integration

Create accounts, sync contacts, update details, and manage records, all in just one click.

Most popular automationsmost-popular-automations
Vtiger CRM + Exact Online Integration

Create Exact Online contact from new Vtiger CRM account

If you have created a account in Vtiger CRM, it's important to create a contact in Exact Online. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Vtiger CRM + Exact Online Integration

Create Exact Online contact for new Vtiger CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Vtiger CRM, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Vtiger CRM and Exact Online!
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Exact Online + Vtiger CRM Integration

Create Vtiger CRM contact for new Exact Online contact

If you are using Exact Online, then you may want to also use Vtiger CRM to manage your customer relationships. With the help of this automation, whenever you create a contact in Exact Online, a corresponding contact will be created in Vtiger CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Exact Online + Vtiger CRM Integration

Create Vtiger CRM to do for new Exact Online contact

With the growth of Exact Online, many companies are looking for ways to connect their Exact Online account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a to do in Vtiger CRM every time a contact is created in Exact Online.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Vtiger CRM flow

Sync customer data, track financial records, and notify your team across your entire stack. Pick a combination and activate it in one click.

Exact Online
Vtiger CRM
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
H
E
V
Add every new HubSpot contact to Exact Online and Vtiger CRM instantly
New HubSpot contacts appear in Exact Online and Vtiger CRM within seconds, so your sales and finance teams always share the same customer records.
E
H
V
When an Exact Online contact is updated, sync the changes to HubSpot and Vtiger CRM
Keep HubSpot and Vtiger CRM updated whenever client details change in Exact Online, preventing outdated contact information.
V
H
E
If a Vtiger CRM contact is updated, sync it to HubSpot and Exact Online
Updates made in Vtiger CRM flow directly into HubSpot and Exact Online, maintaining unified customer files.
H
C
E
V
Use ChatGPT to analyze new HubSpot contacts before creating records in Exact Online and Vtiger CRM
Evaluate incoming HubSpot contacts with ChatGPT before adding them to Exact Online and Vtiger CRM.

Supported triggers and actions for Exact Online and Vtiger CRM

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
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Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
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Search bank account by account name in Exact Online
Searches for a bank account by name
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Create contact in Exact Online
Creates an contact
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Create account in Exact Online
Creates an account
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Create address in Exact Online
Creates a new address
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Create bank account in Exact Online
Creates a new bank account
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Create cost centre in Exact Online
Creates a new cost centre
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Create cost unit in Exact Online
Creates a new cost unit
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Create project in Exact Online
Creates a new project
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Create item in Exact Online
Creates a new item
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Search account by name in Exact Online
Searches for an account by name
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Search address by contact name in Exact Online
Searches for an address by contact name
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Search contact by first name in Exact Online
Searches for a contact by first name
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Search cost centre by code in Exact Online
Searches for a cost center by code
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Search cost unit by code in Exact Online
Searches for an item by code
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Search item by code in Exact Online
Searches for an item by code
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Create document in Exact Online
Creates a new document
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Delete account in Exact Online
Deletes an account
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Delete contact in Exact Online
Deletes a contact
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Update account in Exact Online
Updates an account
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Update contact in Exact Online
Updates a contact
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Update address in Exact Online
Updates an address
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Update cost center in Exact Online
Updates a cost center
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Update cost unit in Exact Online
Updates a cost unit
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Search document by accountName in Exact Online
Searches for documents by account name
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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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What can you automate with Exact Online + Vtiger CRM?

Streamline your accounting, sales, and customer management workflows with powerful ready-made automations.

What you can automate?
🔄
Sync new contacts between Exact Online and Vtiger CRM
Automatically create contacts and accounts in Vtiger CRM whenever a new record is added in Exact Online, keeping your sales and accounting databases perfectly aligned.
📋
Capture every submitted contact detail
Map all available contact fields between Exact Online and Vtiger CRM instead of just names and emails, ensuring your customer records are comprehensive.
🔔
Alert your team instantly on updates
Send instant notifications to your sales or finance channel whenever critical contacts or accounts are modified in Exact Online or Vtiger CRM.
🔀
Route records based on submitted fields
Perform different actions depending on specific criteria submitted in your Exact Online or Vtiger CRM forms, tailoring your workflow logic.
🔄
Keep destination records up to date
Automatically update existing contacts and accounts across both Exact Online and Vtiger CRM whenever modifications occur in either platform.
🛡️
Prevent duplicate records from forming
Search existing accounts and contacts before creation, ensuring your Exact Online and Vtiger CRM databases remain clean and organized.
💳
Handle status changes and updates
Trigger automated workflows when invoices, tickets, or account statuses change in Exact Online and Vtiger CRM.
🔌
Extend your workflow with external apps
Connect Exact Online and Vtiger CRM data to popular tools like Slack, Google Sheets, or HubSpot to build multi-step operational pipelines.
And much more...

Who is Exact Online + Vtiger CRM integration for?

Connect Exact Online and Vtiger CRM to eliminate manual data entry, keep financial and sales records synchronized, and speed up client follow-ups across your entire organization.

Finance directors
Finance directors
Sales managers
Sales managers
Account executives
Account executives
Operations leads
Operations leads
Billing specialists
Billing specialists
Customer success teams
Customer success teams
📈
Finance directors
You're reviewing financial statements in Exact Online but sales pipeline data sits separately in Vtiger CRM, so your revenue forecasts are always missing active deal context — this integration means every account update lands across both platforms instantly and your financial reporting stays accurate.
Sales managers
You need to track active client accounts and invoices in real time, but manual data transfers between Exact Online and Vtiger CRM mean your team finds out about billing issues too late — with this integration, customer records sync automatically and your sales reps can act immediately.
🤝
Account executives
You answer to clients who expect up-to-date billing and contact details, but split systems leave gaps in your client history — with this integration, contact updates flow seamlessly between Exact Online and Vtiger CRM so client records are always complete.
📊
Operations leads
The volume of new customer onboarding is too high for anyone to keep up by hand, leading to delayed account creation in Exact Online and Vtiger CRM — automating both apps means customer records and contact details are created instantly without manual intervention.
🔄
Billing specialists
You own the invoicing process in Exact Online and depend on sales reps to hand over correct contact details from Vtiger CRM, but missing fields delay billing cycles — connecting these apps means every contact and account detail transfers error-free.
🗂️
Customer success teams
You need a reliable history of client interactions and financial records, but manual record-keeping leaves missing gaps between Exact Online and Vtiger CRM — automating both apps means every customer touchpoint and account update is logged accurately.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Exact Online + Vtiger CRM

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

1,500+ apps connected
1,500+ apps connected
Connect Exact Online + Vtiger CRM 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?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Exact Online to Vtiger CRM?
Frequently Asked Questions
You can connect Exact Online to Vtiger CRM using 1-click automations on Integrately. Start with ready templates or ask Integrately AI to build the workflow and connect tools like HubSpot, Mailchimp, and Slack effortlessly.
Can I automatically sync contacts and accounts between Exact Online and Vtiger CRM?
Frequently Asked Questions
Can I connect Exact Online, Vtiger CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Vtiger CRM?
Frequently Asked Questions
How does Exact Online handle contact updates in this integration?
Frequently Asked Questions
Can Vtiger CRM records be created automatically from Exact Online data?
Frequently Asked Questions
Do I need coding skills to automate Exact Online and Vtiger CRM?
Frequently Asked Questions
Is the Exact Online and Vtiger CRM integration free?
Frequently Asked Questions
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You Can Also Connect Exact Online or Vtiger CRM With 1500+ Other Apps

Exact Online
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Vtiger CRM
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Sync Vtiger CRM with sales, customer support, and marketing platforms to manage your pipeline effectively.