Vtiger CRM + Platform.ly Integration

Connect Vtiger CRM to Platform.ly - Automate your workflows in 1-click

Make use of Vtiger CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Platform.ly automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Get the best of both with Integrately’s Vtiger CRM + Platform.ly integration.
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Vtiger CRM + Platform.ly Integration

Create Platform.ly contact for new Vtiger CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Platform.ly + Vtiger CRM Integration

Create Vtiger CRM to do for new Platform.ly contact

Vtiger CRM and Platform.ly are two powerful cloud-based tools that can be used to improve business productivity. Using this Vtiger CRM - Platform.ly integration, you can automatically create to do in Vtiger CRM whenever a new contact is created in Platform.ly.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Platform.ly + Vtiger CRM Integration

Create Vtiger CRM contact for new Platform.ly contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Vtiger CRM contact and Platform.ly contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Vtiger CRM + Platform.ly Integration
1.
  • Vtiger CRM
    Contact is created/updated in Vtiger CRM

    Automatically generates a new account

  • Vtiger CRM
    To Do is created/updated in Vtiger CRM

    Triggers the automation whenever a To Do is created or updated

  • Vtiger CRM
    Account is created/updated in Vtiger CRM

    Triggers the automation whenever any account is created or updated

  • Vtiger CRM
    Ticket is created/updated in Vtiger CRM

    Triggers the automation whenever a ticket is created or modified

  • Vtiger CRM
    Opportunity is created/updated in Vtiger CRM
  • Vtiger CRM
    Case is created/updated in Vtiger CRM

    Triggers the automation whenever a contact is created or updated

  • Vtiger CRM
    Service is created/updated in Vtiger CRM
  • Vtiger CRM
    Event is created/updated in Vtiger CRM

    Triggers the automation whenever any invoice is added or modified

  • Vtiger CRM
    Product is created/updated in Vtiger CRM

    Triggers the automation whenever a product is created or updated

  • Vtiger CRM
    Invoice is created/updated in Vtiger CRM

    Triggers the automation whenever any opportunity is created or updated

  • Vtiger CRM
    Quote is created/updated in Vtiger CRM

    Triggers the automation whenever a new sales order is created or updated

  • Vtiger CRM
    Sales Order is created/updated in Vtiger CRM
  • Vtiger CRM
    PurchaseOrder is created/updated in Vtiger CRM

    Triggers the automation whenever a purchase order is created or updated

  • Platform.ly
    Contact is created in Platform.ly

    Triggers the automation whenever a new contact is created

  • Platform.ly
    Tag is created in Platform.ly

    Triggers the automation whenever a tag is added

  • Platform.ly
    Custom field is created in Platform.ly

    Triggers the automation whenever a new custom field is created

  • Platform.ly
    Segment is created in Platform.ly

    Triggers the automation whenever a segment is created

2.
  • Vtiger CRM
    Update account in Vtiger CRM

    Automatically sends a Vybit notification

  • Vtiger CRM
    Search account in Vtiger CRM

    Automatically updates an existing account

  • Vtiger CRM
    Update opportunity in Vtiger CRM

    Automatically updates an existing opportunity

  • Vtiger CRM
    Search opportunity in Vtiger CRM

    Automatically searches for an opportunity

  • Vtiger CRM
    Update contact in Vtiger CRM

    Automatically updates an existing contact

  • Vtiger CRM
    Create contact in Vtiger CRM

    Automatically adds a new contact to the database

  • Vtiger CRM
    Search contact by phone in Vtiger CRM

    Automatically searches for a opportunity

  • Vtiger CRM
    Create todo in Vtiger CRM

    Triggers the automation whenever any event is created or updated

  • Vtiger CRM
    Create account in Vtiger CRM
  • Vtiger CRM
    Create product in Vtiger CRM

    Automatically generates and launch new products

  • Vtiger CRM
    Create opportunity in Vtiger CRM

    Automatically creates a new instance of the support system

  • Vtiger CRM
    Search contact by email in Vtiger CRM

    Automatically finds and retrieves contact information using their email address

  • Vtiger CRM
    Create case in Vtiger CRM

    Automatically generates a new case entry

  • Vtiger CRM
    Create service in Vtiger CRM

    Automatically creates a new to-do item

  • Vtiger CRM
    Create module record in Vtiger CRM

    Automatically creates a new record in a module

  • Vtiger CRM
    Create event in Vtiger CRM

    Automatically adds a new contact to the contact list

  • Vtiger CRM
    Create ticket in Vtiger CRM

    Automatically generates a new ticket

  • Platform.ly
    Create Contact in Platform.ly

    Automatically adds a new contact to the database

  • Platform.ly
    Update Contact in Platform.ly

    Automatically updates contact information with new details

  • Platform.ly
    Add tag to a contact in Platform.ly

    Automatically adds a tag to a contact

  • Platform.ly
    Search contact in Platform.ly

    Automatically finds and retrieves contact information

  • Platform.ly
    Add note to contact in Platform.ly

    Automatically adds notes to a contact's profile

  • Platform.ly
    Remove tag from contact in Platform.ly

    Automatically untag the contact

  • Platform.ly
    Remove all tags from contact in Platform.ly

    Automatically removes all tags from a contact

  • Platform.ly
    Add segment to contact in Platform.ly

    Automatically categorize contacts into segments based on predefined criteria

  • Platform.ly
    Remove segment from contact in Platform.ly

    Automatically removes a segment from a contact

  • Platform.ly
    Remove all segments from contact in Platform.ly

    Automatically removes all segments from a contact

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