Vtiger CRM + Freshservice Integration

Connect Vtiger CRM to Freshservice - 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. With Freshservice automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. And automate all the repetitive tasks between Vtiger CRM & Freshservice using Integrately.
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Freshservice + Vtiger CRM Integration

Create Vtiger CRM contact from new Freshservice ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Vtiger CRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Vtiger CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Vtiger CRM.

This makes it easy to keep track of your support tickets and contacts in one place.
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Create Your Own Vtiger CRM & Freshservice Integration Without Any Code

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2. Select what action you want to automate
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Vtiger CRM + Freshservice 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

  • Freshservice
    Ticket is created in Freshservice

    Triggers the automation when a new ticket is created

  • Freshservice
    Ticket is updated in Freshservice

    Triggers the automation when a ticket is modified

  • Freshservice
    Requester is created in Freshservice

    Triggers the automation when a new requester is created

  • Freshservice
    Requester is updated in Freshservice

    Triggers the automation when a requester is updated

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

  • Freshservice
    Create ticket in Freshservice

    Generates a new ticket

  • Freshservice
    Create requester in Freshservice

    Generates new requester profiles with particular parameters

  • Freshservice
    Get requester by ID in Freshservice

    Retrieves a requester's information using their unique id

  • Freshservice
    Get agent by ID in Freshservice
  • Freshservice
    Get group by ID in Freshservice

    Retrieves a group by its id

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