Vtiger CRM + Instamojo Integration

Integrate Instamojo to Vtiger CRM in one click, or tell Integrately AI how you want each payment handled. Create contacts and accounts, update deals, alert your team, and trigger follow-ups 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
  • Instamojo
    Payment is added in Instamojo
  • Instamojo
    Payment request is added in Instamojo
  • Instamojo
    Refund is issued in Instamojo
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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

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Ready Workflows Ready Workflows for Instamojo + Vtiger CRM Integration

Capture payments, create CRM contacts, update accounts, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Instamojo + Vtiger CRM Integration

Create Vtiger CRM contact from new Instamojo payment

If you've been using Instamojo to power your online payments, you'll be happy to know that integration with Vtiger CRM will make it even easier for you to keep track of your payments and contact.

With this integration, when a payment is added in Instamojo, a contact will automatically be created in Vtiger CRM. This makes it easy to keep track of your payments and contact data all in one place.

So if you're already using Instamojo and Vtiger CRM, be sure to check it out!
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Instamojo + Vtiger CRM Integration

Create Vtiger CRM to do for new Instamojo payment

If you're using Instamojo to process your payments, you can easily create to do in Vtiger CRM for each payment. This will help you keep track of what needs to be done with each payment and ensure that everything is completed in a timely manner.

Creating a to do for each payment will also allow you to more easily track your payments and budget. To get started, simply click activate and connect your Instamojo and Vtiger CRM accounts, and we'll take care of the rest!
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Instamojo + Vtiger CRM flow

Extend your payment tracking to messaging, sheets, and marketing tools once the core sync finishes. Pick a combination and activate it in one click.

Vtiger CRM
Instamojo
+
GmailGmail (3)
+
RazorpayRazorpay (3)
+
WhatsAppWhatsApp (3)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
I
V
G
Add every new Instamojo payment to Vtiger CRM as a contact, and send a notification email in Gmail.
Instamojo payments become new Vtiger CRM contacts instantly while Gmail emails your team, so nobody re-types payment details.
I
V
G
When an Instamojo refund is issued, search the contact in Vtiger CRM and email the update via Gmail.
Refunds processed in Instamojo trigger a Vtiger CRM search and send an alert email through Gmail automatically.
I
V
G
When a payment request is added in Instamojo, create a todo in Vtiger CRM and email the assignee via Gmail.
New payment requests in Instamojo automatically create Vtiger CRM todos and send notification emails in Gmail.

Supported triggers and actions for Vtiger CRM and Instamojo

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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Instamojo
Instamojo Triggers & Actions
Payment is added in Instamojo
Triggers the automation when a new payment is added
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Payment request is added in Instamojo
Triggers the automation when a payment request is created
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Refund is issued in Instamojo
Triggers the automation when a refund is issued
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No action is available

What can you automate with Instamojo + Vtiger CRM?

Streamline your sales and payment workflows by connecting Instamojo events directly to Vtiger CRM records.

What you can automate?
đŸ’ŗ
Sync every Instamojo payment to Vtiger CRM contacts
Capture customer details from Instamojo transactions and create corresponding contact records in Vtiger CRM automatically. Eliminate manual data entry between your payment gateway and CRM.
📋
Map complete payment metadata into CRM fields
Transfer transaction amounts, customer names, and payment IDs into custom Vtiger CRM fields instead of basic summaries. Your CRM records become a richer source for sales follow-up.
🔔
Alert your team instantly on payment receipt
Trigger instant team notifications whenever a new payment or payment request is added in Instamojo. Keep sales and support staff informed of incoming revenue without checking dashboards.
🔀
Route records based on transaction values
Send high-value payments to priority sales pipelines in Vtiger CRM while standard payments create general contacts. Tailor your workflow based on specific transaction thresholds.
🔄
Keep account records updated across platforms
Automatically update existing Vtiger CRM accounts whenever a customer completes a new payment or triggers a payment request in Instamojo. Ensure your customer history stays current.
🔍
Search and update existing contacts intelligently
Check if a customer already exists in Vtiger CRM before creating a new record, preventing duplicate entries. Update their account details seamlessly with every new transaction.
↩ī¸
Manage refunds and update support tickets
Automatically create or update support tickets and contact records in Vtiger CRM whenever a refund is issued in Instamojo. Keep customer service aligned with financial events.
📈
Extend your payment flow to Google Sheets
Log every Instamojo payment into Google Sheets while simultaneously updating your Vtiger CRM pipeline. Combine spreadsheet tracking with robust CRM management in one automated flow.
And much more...

Who is Instamojo + Vtiger CRM integration for?

Teams handling online transactions and customer relationships rely on this integration to eliminate manual data entry, streamline pipelines, and keep records synchronized.

Data analysts and revenue leads
Data analysts and revenue leads
Sales development reps
Sales development reps
Client success managers
Client success managers
High-volume ecommerce operators
High-volume ecommerce operators
Operations coordinators
Operations coordinators
Finance and accounting teams
Finance and accounting teams
📈
Data analysts and revenue leads
You pull transaction reports from payment gateways to build sales forecasts, but manual exports leave your dashboard lagging behind actual revenue — this integration means every new payment populates your CRM instantly and your reports stay current.
⚡
Sales development reps
You need to reach out the moment a prospect pays or requests an invoice, but waiting for manual lead creation leaves hot leads sitting cold — automating both apps means new payments instantly generate CRM contacts so you can follow up right away.
📋
Client success managers
You answer to stakeholders who want immediate visibility into client onboarding and payments, but fragmented records lead to status gaps — connecting these apps means every transaction updates your CRM account records automatically.
📊
High-volume ecommerce operators
You process hundreds of daily payments that overwhelm manual data entry staff, causing missed customer accounts and billing discrepancies — with this integration, every order creates a structured CRM contact without manual intervention.
🔄
Operations coordinators
You depend on upstream payment notifications to trigger fulfillment and task assignment, but delayed communication stalls downstream work — automating these apps means payment events immediately create Vtiger CRM todos for your fulfillment team.
📁
Finance and accounting teams
You need a complete transaction history for auditing, but manual record-keeping creates missing entries and reconciliation errors — this integration means every payment and refund syncs cleanly into your CRM records.
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Why choose Integrately to automate Vtiger CRM + Instamojo

Build and manage your Vtiger CRM + Instamojo 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 + Instamojo 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Instamojo to Vtiger CRM?
Frequently Asked Questions
You can connect Instamojo to Vtiger CRM in 1 click using ready automation templates or build a custom flow with Integrately AI, linking apps like Gmail, Slack, and Google Sheets.
Can I automatically create a Vtiger CRM contact when an Instamojo payment is added?
Frequently Asked Questions
Can I connect Instamojo, Vtiger CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Instamojo and Vtiger CRM?
Frequently Asked Questions
How does Instamojo handle payment data in this integration?
Frequently Asked Questions
How does Vtiger CRM update records from Instamojo transactions?
Frequently Asked Questions
Can I automate Instamojo and Vtiger CRM without coding?
Frequently Asked Questions
Is the Instamojo and Vtiger CRM integration free?
Frequently Asked Questions
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You Can Also Connect Instamojo or Vtiger CRM With 1500+ Other Apps

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