Vtiger CRM + PlatoForms Integration

Connect Vtiger CRM to PlatoForms 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
  • PlatoForms
    New submission in PlatoForms Instant
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2.

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Ready Workflows Ready Workflows   for Vtiger CRM + PlatoForms Integration

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Most popular automationsmost-popular-automations
PlatoForms + Vtiger CRM Integration

Create Vtiger CRM to do for new PlatoForms response

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 PlatoForms responses 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 PlatoForms response received today - your customers will thank you for it!
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PlatoForms + Vtiger CRM Integration

Create Vtiger CRM contact for new PlatoForms response

When someone completes your PlatoForms, a new contact is automatically created in your Vtiger CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the PlatoForms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a PlatoForms - Vtiger CRM integration set up makes it easy to manage your customer relationships and grow your business.
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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
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Vtiger CRM logo
Telegram logo
Send Telegram message for new Vtiger CRM account
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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
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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
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Vtiger CRM logo
WhatsApp logo
Send WhatsApp message for new Vtiger CRM account
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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 PlatoForms Automations from
Integrately Community

Most popularmost-popular-automations
01
PlatoForms logo
Microsoft Excel logo
Create Microsoft Excel row for new PlatoForms response
02
PlatoForms logo
MessageBird logo
Send MessageBird message for new PlatoForms response
03
PlatoForms logo
ClickSend SMS logo
Send ClickSend SMS message for new PlatoForms response
04
PlatoForms logo
Twilio logo
Send Twilio sms for new PlatoForms response
05
PlatoForms logo
SendGrid logo
Send SendGrid email for new PlatoForms response
cloud
PlatoForms
app integration
06
PlatoForms logo
Telnyx logo
Send Telnyx message for new PlatoForms response
07
PlatoForms logo
SMS Idea logo
Send SMS Idea message for new PlatoForms response
08
PlatoForms logo
sms77 logo
Send sms77 message for new PlatoForms response
09
PlatoForms logo
Burst SMS logo
Send Burst SMS message for new PlatoForms response
10
PlatoForms logo
Postmark logo
Send Postmark message for new PlatoForms response
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How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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You Can Also Connect Vtiger CRM or PlatoForms 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.
PlatoForms
PlatoForms
PlatoForms is a cloud service that converts your PDF forms to interactive web forms. It's simple and easy to use, and it works with both Google Chrome and Firefox.