Create Pipefy card for new Vtiger CRM contact
Vtiger CRM + Pipefy Integration
Vtiger CRM + Pipefy Integration
Integrate Pipefy to Vtiger CRM in one click, or tell Integrately AI how you want each card handled. Create contacts and deals, update account records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Lead is created or updated in Vtiger CRM- 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
Card is created in Pipefy Instant- Card is moved in Pipefy Instant
- Card field is updated in Pipefy Instant
- Card is completed in Pipefy Instant
- Card gets late in Pipefy Instant
- Card is expired in Pipefy Instant
- Card becomes overdue in Pipefy Instant
2.
- Update account in Vtiger CRM
- Search account in Vtiger CRM
- Update opportunity in Vtiger CRM
- Search opportunity 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
- Update card field in Pipefy
- Create card in Pipefy
- Search card in Pipefy
Trusted by experts at...
Ready Workflows for Pipefy + Vtiger CRM Integration
Capture cards, create contacts, update account records, alert your team, and send follow-ups, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Pipefy + Vtiger CRM flow
Teams often want to capture form submissions, notify channels, and log transactions after updating their CRM and workflows. Pick a combination and activate it in one click.
+
Slack (5)
Slack (5) +
Typeform (4)
Typeform (4) +
QuickBooks Online (3)
QuickBooks Online (3) +
Google Drive (3)
Google Drive (3) +
Mailchimp (3)
Mailchimp (3) +
Stripe (3)
Stripe (3) P
V
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Create a Vtiger CRM contact from every new Pipefy card, and notify your team in Slack
New Pipefy cards instantly generate Vtiger CRM contacts while notifying your sales channel in Slack, keeping your team aligned without manual updates.
V
P
S
When a Vtiger CRM lead is updated, update the Pipefy card and post the change in Slack
Keep your Pipefy workflows synchronized whenever Vtiger CRM leads change, and notify your team instantly in Slack.
P
V
S
When a Pipefy card is completed, update the Vtiger CRM contact and post the update in Slack
Completed Pipefy cards automatically update Vtiger CRM contact records and notify your support channel in Slack.
P
C
V
S
Use ChatGPT to summarise every new Pipefy card, create a Vtiger CRM contact, and post the brief in Slack
AI analyzes new Pipefy cards, generates summaries, creates Vtiger CRM contacts, and briefs your team in Slack.
V
P
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When a Vtiger CRM opportunity is won, create a fulfillment card in Pipefy and announce it in Slack
Won opportunities in Vtiger CRM instantly trigger fulfillment cards in Pipefy and celebrate wins in Slack.
Supported triggers and actions for Vtiger CRM and Pipefy
Mix and match to build the exact automation you need
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
Try it → Contact is created/updated in Vtiger CRM
Triggers the automation when a contact is created or updated
Try it → To Do is created/updated in Vtiger CRM
Triggers the automation when a To Do is created or updated
Try it → Account is created/updated in Vtiger CRM
Triggers the automation when an account is created or updated
Try it → Ticket is created/updated in Vtiger CRM
Triggers the automation when a ticket is created or modified
Try it → Opportunity is created/updated in Vtiger CRM
Triggers the automation when any opportunity is created or updated
Try it → Case is created/updated in Vtiger CRM
Triggers the automation when any account is created or updated
Try it → Service is created/updated in Vtiger CRM
Triggers the automation when a service is created or updated
Try it → Event is created/updated in Vtiger CRM
Triggers the automation when any event is created or updated
Try it → Product is created/updated in Vtiger CRM
Triggers the automation when a product is created or updated
Try it → Invoice is created/updated in Vtiger CRM
Triggers the automation when any invoice is added or modified
Try it → Quote is created/updated in Vtiger CRM
Triggers the automation when a quote is created or updated
Try it → Sales Order is created/updated in Vtiger CRM
Triggers the automation when a new sales order is created or updated
Try it → PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation when a purchase order is created or updated
Try it → Pipefy Triggers & Actions
Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
Try it → Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
Try it → Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
Try it → Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
Try it → What can you automate with Pipefy + Vtiger CRM?
Streamline your workflows by connecting Pipefy and Vtiger CRM for seamless data sync across operations and sales.
🔄
Sync Pipefy cards and Vtiger CRM records automatically
Create Vtiger CRM contacts, accounts, and opportunities instantly whenever new cards are created or updated in Pipefy. Eliminate manual data entry and keep your sales pipeline synchronized with operational workflows.
📋
Capture every submitted workflow field
Map all custom form answers and checklist fields from Pipefy cards directly into Vtiger CRM contact notes and custom fields. Ensure your sales team has complete context on every customer submission.
🔔
Alert your team instantly on status changes
Notify sales and operations channels immediately when cards are completed or delayed in Pipefy. Keep stakeholders informed without manual status meetings or email threads.
🔀
Route records based on submitted field criteria
Trigger different Vtiger CRM actions depending on category, priority, or region selected in your Pipefy cards. Ensure high-value deals receive immediate attention from specialized representatives.
✏️
Keep CRM records up to date as tasks progress
Automatically update Vtiger CRM opportunity stages and account details whenever corresponding Pipefy workflow cards move to new phases. Maintain an accurate picture of customer lifecycle status.
🔍
Prevent duplicates with smart search operations
Search existing Vtiger CRM contacts by email or phone before creating new records from Pipefy submissions. Maintain a clean, deduplicated database across your entire software stack.
🏷️
Handle later status changes and deal wins
Automatically create invoices, update account tiers, or trigger fulfillment cards when Vtiger CRM opportunities are won or Pipefy workflows reach completion stages.
🔌
Extend your workflow to Slack and other apps
Connect Pipefy and Vtiger CRM to Slack, Google Drive, or QuickBooks Online to build multi-app pipelines that handle messaging, document storage, and billing effortlessly.
And much more...
Who is Pipefy + Vtiger CRM integration for?
Connecting Pipefy and Vtiger CRM helps operations, sales, and support teams eliminate manual data entry and keep records perfectly synced.
Operations Managers
Sales Representatives
Account Managers
Customer Support Teams
Project Coordinators
Finance Specialists
📈
Operations Managers
You track workflow progress in Pipefy while leadership reviews revenue metrics in Vtiger CRM, but manual status updates lag behind actual progress so your reports are always out of date — with this integration, every operational update syncs instantly and your pipeline numbers stay current.
⚡
Sales Representatives
You depend on customer intake cards moving through Pipefy before you can reach out to new leads in Vtiger CRM, but processing bottlenecks mean you find out about prospects too late — automating both apps means new leads arrive in your CRM the moment intake finishes.
🤝
Account Managers
You answer to clients asking about project deliverables tracked in Pipefy while their account data lives in Vtiger CRM, but searching across both systems wastes hours before client check-ins — connecting these apps means your workflow status and customer records stay unified in one view.
🎧
Customer Support Teams
Support ticket volume is too high for anyone to manually copy customer details from Vtiger CRM into Pipefy escalation boards without making errors — this integration means every ticket update flows effortlessly between support queues and operational workflows.
🔄
Project Coordinators
You own the operational delivery step in Pipefy and depend on sales teams upstream to hand over clean deal data from Vtiger CRM, but missing handoff details stall your projects — with this integration, every won opportunity creates a complete project card automatically.
🗂️
Finance Specialists
You need a reliable history of customer invoices and account statuses across Vtiger CRM and operational logs, but manual data transfers keep leaving audit gaps — automating both apps means your customer records and billing logs match perfectly every time.
Did you know?
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Why choose Integrately to automate Vtiger CRM + Pipefy
Build and manage your Vtiger CRM + Pipefy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Vtiger CRM + Pipefy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
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24x5 Live Chat Support
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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
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.
How Integrately Works?
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Connect Accounts
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Frequently Asked Questions
How do I connect Pipefy to Vtiger CRM?
You can connect Pipefy to Vtiger CRM in 1 click using ready templates on Integrately, or use Integrately AI to build your custom flow with apps like Slack, Typeform, and QuickBooks Online.
Can I automatically create Vtiger CRM contacts from new Pipefy cards?
Can I connect Pipefy, Vtiger CRM, and Slack?
What is a good Zapier alternative for Pipefy and Vtiger CRM?
How does Pipefy handle card updates in this integration?
Can I update Vtiger CRM accounts when Pipefy cards are completed?
Do I need coding skills to automate Pipefy and Vtiger CRM?
Is the Pipefy and Vtiger CRM integration free?
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