Vtiger CRM + Plivo Integration

Integrate Plivo to Vtiger CRM in one click, or tell Integrately AI how you want each lead handled. Receive incoming messages, create contacts and accounts, update deals, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Plivo
    SMS is received in Plivo
  • Plivo
    Call is completed in Plivo
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2.
  • Vtiger CRM
    Update account in Vtiger CRM
  • Vtiger CRM
    Search account in Vtiger CRM
  • Vtiger CRM
    Update opportunity in Vtiger CRM
  • Vtiger CRM
    Search opportunity in Vtiger CRM
  • Vtiger CRM
    Update contact in Vtiger CRM
  • Vtiger CRM
    Create contact in Vtiger CRM
  • Vtiger CRM
    Search contact by phone in Vtiger CRM
  • Vtiger CRM
    Create todo in Vtiger CRM
  • Vtiger CRM
    Create account in Vtiger CRM
  • Vtiger CRM
    Create product in Vtiger CRM
  • Vtiger CRM
    Create opportunity in Vtiger CRM
  • Vtiger CRM
    Search contact by email in Vtiger CRM
  • Vtiger CRM
    Create case in Vtiger CRM
  • Vtiger CRM
    Create service in Vtiger CRM
  • Vtiger CRM
    Create module record in Vtiger CRM
  • Vtiger CRM
    Create event in Vtiger CRM
  • Vtiger CRM
    Create ticket in Vtiger CRM
  • Plivo
    Send SMS in Plivo
  • Plivo
    Make a call and play audio in Plivo
  • Plivo
    Make a call and speak text in Plivo
  • Plivo
    Send MMS in Plivo
  • Plivo
    Search number in Plivo
  • Plivo
    Get message by ID in Plivo

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Ready Workflows Ready Workflows for Plivo + Vtiger CRM Integration

Capture incoming messages, create new contacts, update CRM records, alert your team, and send follow-ups, all in just one click.

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

Send Plivo message for new Vtiger CRM contact

Anytime a new contact is added to your Vtiger CRM, automatically send them a message through Plivo letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Vtiger CRM - Plivo integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Vtiger CRM + Plivo Integration

Send Plivo message for new Vtiger CRM to do

With this Vtiger CRM - Plivo integration, whenever a new to do is created in Vtiger CRM, message will be sent via Plivo. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Connect more apps to your Plivo + Vtiger CRM flow

Sync customer interactions with CRM, messaging, project management, and reporting tools once your core automation completes. Pick a combination and activate it in one click.

Vtiger CRM
Plivo
+
SalesforceSalesforce (8)
+
HubspotHubspot (8)
+
MailchimpMailchimp (8)
+
ZendeskZendesk (8)
+
AsanaAsana (8)
+
Google SheetsGoogle Sheets (8)
P
V
S
When an SMS is received in Plivo, create a contact in Vtiger CRM and add a lead in Salesforce.
Incoming SMS messages in Plivo instantly create contacts in Vtiger CRM and leads in Salesforce without manual data entry.
P
V
S
When a call is completed in Plivo, create a todo in Vtiger CRM and log an event in Salesforce.
Completed calls in Plivo automatically log todos in Vtiger CRM and record events in Salesforce for complete tracking.
V
P
S
When a ticket is created or updated in Vtiger CRM, send an SMS in Plivo and update the case in Salesforce.
Support tickets in Vtiger CRM trigger SMS updates in Plivo and synchronize case records in Salesforce automatically.
V
S
P
Create a task in Salesforce for every new opportunity created in Vtiger CRM, and send an SMS alert in Plivo.
New Vtiger CRM opportunities generate tasks in Salesforce and send instant SMS alerts through Plivo.
V
S
P
If a Vtiger CRM opportunity updates with high value, create a priority lead in Salesforce and send an SMS via Plivo.
High-value Vtiger CRM opportunity updates create priority Salesforce leads and notify managers via Plivo SMS.
V
S
P
When an invoice is updated in Vtiger CRM, update the account in Salesforce and send a confirmation SMS in Plivo.
Invoice updates in Vtiger CRM sync account data in Salesforce and send SMS confirmations through Plivo.
V
S
P
Use Claude to summarise every new Vtiger CRM ticket, create a lead in Salesforce, and send an SMS via Plivo.
Claude summarises new Vtiger CRM tickets to create structured Salesforce leads and dispatch Plivo SMS notifications.
V
S
A
P
Turn every Vtiger CRM contact into a Salesforce lead, create a follow-up task in Asana, and send an SMS via Plivo.
Vtiger CRM contacts become Salesforce leads, generate Asana follow-up tasks, and trigger Plivo SMS alerts.

Supported triggers and actions for Vtiger CRM and Plivo

Mix and match to build the exact automation you need

Vtiger CRM
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
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Contact is created/updated in Vtiger CRM
Triggers the automation when a contact is created or updated
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To Do is created/updated in Vtiger CRM
Triggers the automation when a To Do is created or updated
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Account is created/updated in Vtiger CRM
Triggers the automation when an account is created or updated
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Ticket is created/updated in Vtiger CRM
Triggers the automation when a ticket is created or modified
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Opportunity is created/updated in Vtiger CRM
Triggers the automation when any opportunity is created or updated
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Case is created/updated in Vtiger CRM
Triggers the automation when any account is created or updated
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Service is created/updated in Vtiger CRM
Triggers the automation when a service is created or updated
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Event is created/updated in Vtiger CRM
Triggers the automation when any event is created or updated
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Product is created/updated in Vtiger CRM
Triggers the automation when a product is created or updated
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Invoice is created/updated in Vtiger CRM
Triggers the automation when any invoice is added or modified
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Quote is created/updated in Vtiger CRM
Triggers the automation when a quote is created or updated
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Sales Order is created/updated in Vtiger CRM
Triggers the automation when a new sales order is created or updated
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PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation when a purchase order is created or updated
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Update account in Vtiger CRM
Updates an existing account
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Search account in Vtiger CRM
Searches for an account
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Update opportunity in Vtiger CRM
Updates an existing opportunity
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Search opportunity in Vtiger CRM
Searches for an opportunity
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Update contact in Vtiger CRM
Updates an existing contact
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Create contact in Vtiger CRM
Adds a new contact to the database
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Search contact by phone in Vtiger CRM
Finds information about a contact using the phone number
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Create todo in Vtiger CRM
Creates a new to-do item
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Create account in Vtiger CRM
Generates a new account
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Create product in Vtiger CRM
Generates and launch new products
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Create opportunity in Vtiger CRM
Creates a new instance of the support system
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Search contact by email in Vtiger CRM
Finds and retrieves contact information using their email address
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Create case in Vtiger CRM
Generates a new case entry
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Create service in Vtiger CRM
Creates a new service entry
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Create module record in Vtiger CRM
Creates a new record in a module
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Create event in Vtiger CRM
Adds a new contact to the contact list
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Create ticket in Vtiger CRM
Generates a new ticket
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Plivo
Plivo Triggers & Actions
SMS is received in Plivo
Triggers the automation when a new SMS is received
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Call is completed in Plivo
Triggers the automation when a call is completed
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Send SMS in Plivo
Sends a text message to particular recipients
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Make a call and play audio in Plivo
Make a call and play a pre-recorded audio message
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Make a call and speak text in Plivo
Initiates a phone call and speak out the particular text to the recipient
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Send MMS in Plivo
Sends multimedia messages to designated recipients
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Search number in Plivo
Searches for a number
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Get message by ID in Plivo
Retrieves a message using its id
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What can you automate with Plivo + Vtiger CRM?

Streamline your customer communications and CRM workflows with powerful automated triggers and actions.

What you can automate?
💬
Sync incoming SMS messages to CRM contacts
Automatically create a contact or lead in Vtiger CRM the exact moment an SMS is received in Plivo, eliminating manual data entry.
📋
Capture every submitted contact detail
Map phone numbers, message bodies, and customer names from Plivo straight into corresponding Vtiger CRM fields without losing data.
Alert your team instantly on completion
Trigger automated Plivo SMS notifications or calls whenever a Vtiger CRM ticket, deal, or task is created or updated.
🔀
Route records based on submitted fields
Send different automated responses or create priority CRM records depending on the keywords or tier submitted in Plivo messages.
🔄
Keep CRM records up to date
Automatically update Vtiger CRM accounts, contacts, and opportunities whenever corresponding communication events occur in Plivo.
🔍
Search and update instead of creating duplicates
Check existing Vtiger CRM records before adding new contacts or accounts, ensuring your database remains clean and organized.
Handle later status changes and billing
Automatically update Vtiger CRM invoices, orders, and support tickets when payments complete or call statuses finalize.
🔗
Extend your workflow to Google Sheets
Connect your Plivo and Vtiger CRM flow to Google Sheets to maintain master communication logs and reports automatically.
And much more...

Who is Plivo + Vtiger CRM integration for?

Sales, support, and marketing teams relying on Plivo and Vtiger CRM use this integration to automate messaging, eliminate manual data entry, and keep customer records instantly updated.

Performance marketers
Performance marketers
Customer support reps
Customer support reps
Account managers
Account managers
Sales development reps
Sales development reps
Operations coordinators
Operations coordinators
Finance administrators
Finance administrators
📈
Performance marketers
You're running campaigns across multiple SMS sequences but your tracking sheets only update when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the sheet instantly and your data stays current.
🚨
Customer support reps
You handle incoming customer calls and messages all day but find out about urgent support tickets too late, leaving clients waiting while you check multiple tabs — automating both apps means every incoming Plivo interaction creates a Vtiger CRM ticket instantly so you never miss a critical request.
🤝
Account managers
You answer to clients who want to see real-time progress on their requests and invoices, but manual status updates always lag behind actual work — integrating these apps means every Vtiger CRM account and invoice update syncs immediately so clients see accurate updates without delay.
Sales development reps
The inbound call and SMS volume is too high for anyone to keep up with by hand, leading to missed follow-ups and lost prospects — with this integration, every Plivo communication automatically generates Vtiger CRM contacts and tasks so your pipeline stays full.
🔄
Operations coordinators
You own the next step in customer onboarding and depend on someone upstream to hand over lead details, but manual handoffs cause frustrating delays — automating both apps means every new Vtiger CRM lead triggers instant tasks and notifications across your team.
📋
Finance administrators
You need a reliable history of all customer payments and invoices, but keep finding gaps where manual records were forgotten — connecting these apps means every Vtiger CRM invoice and order update logs clean financial rows automatically without missed entries.
Our team

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Why choose Integrately to automate Vtiger CRM + Plivo

Build and manage your Vtiger CRM + Plivo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Vtiger CRM + Plivo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
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
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?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Plivo to Vtiger CRM?
Frequently Asked Questions
You can connect Plivo to Vtiger CRM in 1 click using ready-made templates on Integrately. Select your trigger and action, authenticate your accounts, and let Integrately AI handle the setup.
Can I automatically create Vtiger CRM contacts from incoming Plivo SMS messages?
Frequently Asked Questions
Can I connect Plivo, Vtiger CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Plivo and Vtiger CRM?
Frequently Asked Questions
How does Plivo handle incoming message triggers for this integration?
Frequently Asked Questions
How do Vtiger CRM triggers update my Plivo communications?
Frequently Asked Questions
Do I need coding skills to automate Plivo and Vtiger CRM?
Frequently Asked Questions
Is the Plivo and Vtiger CRM integration free?
Frequently Asked Questions
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You Can Also Connect Plivo or Vtiger CRM With 1500+ Other Apps

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Sync Vtiger CRM with billing, project management, and reporting tools to keep customer data working across your stack.