Vtiger CRM + Occasion Integration

Connect Vtiger CRM to Occasion in 1 click

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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
  • Occasion
    New booking is created in Occasion
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2.

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Ready Workflows Ready Workflows   for Vtiger CRM + Occasion Integration

Just click on the workflow you want to automate

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

Create Vtiger CRM to do for new Occasion booking

Creating to do in Vtiger CRM is a great way to keep track of to do that need to be completed when an booking is created in your Occasion account.

With the help of this integration, when an booking is created, a to do will be automatically created in Vtiger CRM and will include the details of the booking (name, email address, etc.).

This makes it easy to keep track of any to do that need to be completed related to the new booking. You can then simply assign the to do to someone on your team and they can get started!
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Automations

Top 10 Most Popular Vtiger CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Vtiger CRM logo
WordPress logo
Create WordPress user for new Vtiger CRM contact
Activate
Vtiger CRM logo
Zoom logo
Create Zoom webinar registrant for new Vtiger CRM contact
Activate
WordPress logo
Vtiger CRM logo
Create Vtiger CRM contact for new WordPress user
Activate
Vtiger CRM logo
Telegram logo
Send Telegram message for new Vtiger CRM account
Activate
Vtiger CRM logo
Microsoft Office 365 logo
Send Microsoft Office 365 message for new Vtiger CRM contact
Activate
Vtiger CRM logo
WordPress logo
Create WordPress user for new Vtiger CRM contact
Activate
Vtiger CRM logo
Zoom logo
Create Zoom webinar registrant for new Vtiger CRM contact
Activate
WordPress logo
Vtiger CRM logo
Create Vtiger CRM contact for new WordPress user
Activate
Vtiger CRM logo
Telegram logo
Send Telegram message for new Vtiger CRM account
Activate
Vtiger CRM logo
Microsoft Office 365 logo
Send Microsoft Office 365 message for new Vtiger CRM contact
Activate
Vtiger CRM logo
WhatsApp logo
Send WhatsApp message for new Vtiger CRM to do
Activate
Vtiger CRM logo
WATI logo
Send WATI message for new Vtiger CRM to do
Activate
Vtiger CRM logo
WhatsApp logo
Send WhatsApp message for new Vtiger CRM account
Activate
Adobe Commerce (Magento) logo
Vtiger CRM logo
Create Vtiger CRM contact from new Adobe Commerce (Magento) customer
Activate
Vtiger CRM logo
Flock logo
Send Flock message for new Vtiger CRM contact
Vtiger CRM logo
WhatsApp logo
Send WhatsApp message for new Vtiger CRM to do
Activate
Vtiger CRM logo
WATI logo
Send WATI message for new Vtiger CRM to do
Activate
Vtiger CRM logo
WhatsApp logo
Send WhatsApp message for new Vtiger CRM account
Activate
Adobe Commerce (Magento) logo
Vtiger CRM logo
Create Vtiger CRM contact from new Adobe Commerce (Magento) customer
Activate
Vtiger CRM logo
Flock logo
Send Flock message for new Vtiger CRM contact

Top 10 Most Popular Occasion Automations from
Integrately Community

Most popularmost-popular-automations
01
Occasion logo
Google Sheets logo
Create Google Sheets row for new Occasion booking
02
Occasion logo
Shopify logo
Create Shopify article for new Occasion booking
03
Occasion logo
ClickSend SMS logo
Send ClickSend SMS message for new Occasion booking
04
Occasion logo
Twilio logo
Send Twilio sms for new Occasion booking
05
Occasion logo
SendGrid logo
Send SendGrid email for new Occasion booking
cloud
Occasion
app integration
06
Occasion logo
Thankster logo
Send Thankster card for new Occasion booking
07
Occasion logo
Ziper logo
Send Ziper message for new Occasion booking
08
Occasion logo
WhatsApp logo
Send WhatsApp message for new Occasion booking
09
Occasion logo
sendSMS logo
Send sendSMS message for new Occasion booking
10
Occasion logo
Zoho Sheet logo
Create Zoho Sheet row for new Occasion booking
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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750 Tasks
in $19.99
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Vtiger CRM or Occasion With 1400+ Other Apps

Vtiger CRM
Vtiger CRM
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.
Occasion
Occasion
Occasion takes the hassle out of Group experiences by taking care of scheduling, communications and marketing. It improves the booking experience, helps reach new customers and generates more repeat bookings.