Optiin + Vtiger CRM Integration

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.

It's important to stay on top of your customer relationships, and one way to do that is to create Vtiger CRM to dos for new Optiin form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Vtiger CRM to do for new Optiin form submission received today - your customers will thank you for it!

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

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

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