Vtiger CRM + Hyperise Integration

Connect Vtiger CRM to Hyperise - 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. Set up Hyperise automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Vtiger CRM & Hyperise using Integrately.
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Vtiger CRM + Hyperise Integration

Create Hyperise contact for new Vtiger CRM contact

If you're using Vtiger CRM to manage your sales leads, it's important to also use Hyperise to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Vtiger CRM, a corresponding contact will automatically be created in Hyperise.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Vtiger CRM + Hyperise Integration
1.
  • Vtiger CRM
    Contact is created/updated in Vtiger CRM

    Automatically generates a new account

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

    Triggers the automation whenever a To Do is created or updated

  • Vtiger CRM
    Account is created/updated in Vtiger CRM

    Triggers the automation whenever any account is created or updated

  • Vtiger CRM
    Ticket is created/updated in Vtiger CRM

    Triggers the automation whenever a ticket is created or modified

  • Vtiger CRM
    Opportunity is created/updated in Vtiger CRM
  • Vtiger CRM
    Case is created/updated in Vtiger CRM

    Triggers the automation whenever a contact is created or updated

  • Vtiger CRM
    Service is created/updated in Vtiger CRM
  • Vtiger CRM
    Event is created/updated in Vtiger CRM

    Triggers the automation whenever any invoice is added or modified

  • Vtiger CRM
    Product is created/updated in Vtiger CRM

    Triggers the automation whenever a product is created or updated

  • Vtiger CRM
    Invoice is created/updated in Vtiger CRM

    Triggers the automation whenever any opportunity is created or updated

  • Vtiger CRM
    Quote is created/updated in Vtiger CRM

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

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

    Triggers the automation whenever a purchase order is created or updated

  • Hyperise
    Personalized image is viewed in Hyperise

    Triggers the automation whenever a personalized image is viewed

2.
  • Vtiger CRM
    Update account in Vtiger CRM

    Automatically sends a Vybit notification

  • Vtiger CRM
    Search account in Vtiger CRM

    Automatically updates an existing account

  • Vtiger CRM
    Update opportunity in Vtiger CRM

    Automatically updates an existing opportunity

  • Vtiger CRM
    Search opportunity in Vtiger CRM

    Automatically searches for an opportunity

  • Vtiger CRM
    Update contact in Vtiger CRM

    Automatically updates an existing contact

  • Vtiger CRM
    Create contact in Vtiger CRM

    Automatically adds a new contact to the database

  • Vtiger CRM
    Search contact by phone in Vtiger CRM

    Automatically searches for a opportunity

  • Vtiger CRM
    Create todo in Vtiger CRM

    Triggers the automation whenever any event is created or updated

  • Vtiger CRM
    Create account in Vtiger CRM
  • Vtiger CRM
    Create product in Vtiger CRM

    Automatically generates and launch new products

  • Vtiger CRM
    Create opportunity in Vtiger CRM

    Automatically creates a new instance of the support system

  • Vtiger CRM
    Search contact by email in Vtiger CRM

    Automatically finds and retrieves contact information using their email address

  • Vtiger CRM
    Create case in Vtiger CRM

    Automatically generates a new case entry

  • Vtiger CRM
    Create service in Vtiger CRM

    Automatically creates a new to-do item

  • Vtiger CRM
    Create module record in Vtiger CRM

    Automatically creates a new record in a module

  • Vtiger CRM
    Create event in Vtiger CRM

    Automatically adds a new contact to the contact list

  • Vtiger CRM
    Create ticket in Vtiger CRM

    Automatically generates a new ticket

  • Hyperise
    Create business in Hyperise

    Automatically creates a new business entry

  • Hyperise
    Update business in Hyperise

    Automatically updates business information

  • Hyperise
    Create personalised short link in Hyperise

    Automatically generates a new personalized short link

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