Phone.com + Vtiger CRM Integration

Connect Phone.com to Vtiger CRM - Automate your workflows in 1-click

Set up Phone.com automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Make use of Vtiger CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Phone.com & Vtiger CRM using Integrately.

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Ready Workflows For Phone.com + Vtiger CRM Integration

Just click on the workflow you want to automate

Create Phone.com contact for new Vtiger CRM contact

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

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

Activate

1of1

Create Your Own Phone.com & Vtiger CRM Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Call log record is created in Phone.com Instant
Call is created in Phone.com Instant
SMS is sent in Phone.com Instant
Call is completed in Phone.com Instant
SMS is recived in Phone.com Instant
Call recording is created in Phone.com Instant
Contact is created/updated in Vtiger CRM
To Do is created/updated in Vtiger CRM
Account is created/updated in Vtiger CRM
Ticket is created/updated in Vtiger CRM
Opportunity is created/updated in Vtiger CRM
Case is created/updated in Vtiger CRM
Service is created/updated in Vtiger CRM
Event is created/updated in Vtiger CRM
Product is created/updated in Vtiger CRM
Invoice is created/updated in Vtiger CRM
Quote is created/updated in Vtiger CRM
Sales Order is created/updated in Vtiger CRM
PurchaseOrder is created/updated in Vtiger CRM

Create Contact in Phone.com
Send SMS in Phone.com
Search contact in Phone.com
Update opportunity in Vtiger CRM
Search account in Vtiger CRM
Search opportunity in Vtiger CRM
Update account in Vtiger CRM
Update contact in Vtiger CRM
Create contact in Vtiger CRM
Search contact by phone in Vtiger CRM
Create todo in Vtiger CRM
Create account in Vtiger CRM
Create product in Vtiger CRM
Create opportunity in Vtiger CRM
Search contact by email in Vtiger CRM
Create case in Vtiger CRM
Create service in Vtiger CRM
Create module record in Vtiger CRM
Create event in Vtiger CRM
Create ticket in Vtiger CRM

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Integrate Phone.com & Vtiger CRM In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Phone.com or Vtiger CRM With 1200+ Other Apps

Streamline your business communications with Phone.com! It helps you make crystal-clear calls, host video conferences, choose local or toll-free numbers, keep your existing one, and ditch expensive traditional phone systems in a single interface.

See Phone.com Integrations

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.

See Vtiger CRM Integrations