Productive.io + Vtiger CRM Integration

Integrate Productive.io to Vtiger CRM in one click, or tell Integrately AI how you want each contact handled. Sync client details, update your CRM records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Productive.io
    Contact is created in Productive.io Instant
  • Productive.io
    Contact is updated in Productive.io Instant
  • Productive.io
    Task is created in Productive.io Instant
  • Productive.io
    Task is updated in Productive.io Instant
  • Productive.io
    Task is deleted in Productive.io Instant
  • Productive.io
    Project is created in Productive.io Instant
  • Productive.io
    Project is updated in Productive.io Instant
  • Productive.io
    Deal is created in Productive.io Instant
  • Productive.io
    Deal is updated in Productive.io Instant
  • Productive.io
    Deal is deleted in Productive.io Instant
  • Productive.io
    Booking is created in Productive.io Instant
  • Productive.io
    Booking is updated in Productive.io Instant
  • Productive.io
    Booking is deleted in Productive.io Instant
  • Productive.io
    Budget is created in Productive.io Instant
  • Productive.io
    Budget is updated in Productive.io Instant
  • Productive.io
    Budget is deleted in Productive.io Instant
  • Productive.io
    Expense is created in Productive.io Instant
  • Productive.io
    Expense is updated in Productive.io Instant
  • Productive.io
    Expense is deleted in Productive.io Instant
  • Productive.io
    Invoice is created in Productive.io Instant
  • Productive.io
    Invoice is updated in Productive.io Instant
  • 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
Arrow Right
2.
  • Productive.io
    Search task by title in Productive.io
  • Productive.io
    Update task in Productive.io
  • Productive.io
    Update Contact in Productive.io
  • Productive.io
    Create task in Productive.io
  • Productive.io
    Create company in Productive.io
  • Productive.io
    Search company in Productive.io
  • Productive.io
    Create contact in Productive.io
  • Productive.io
    Search contact in Productive.io
  • Productive.io
    Create booking in Productive.io
  • Productive.io
    Create task list in Productive.io
  • Productive.io
    Upload attachment in Productive.io
  • Vtiger CRM
    Update contact in Vtiger CRM
  • Vtiger CRM
    Search opportunity in Vtiger CRM
  • Vtiger CRM
    Update account in Vtiger CRM
  • Vtiger CRM
    Search account in Vtiger CRM
  • Vtiger CRM
    Update opportunity 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Productive.io + Vtiger CRM Integration

Capture leads, organise contacts, keep accounts updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Vtiger CRM + Productive.io Integration

Create Productive.io task for new Vtiger CRM to do

Vtiger CRM provides a great way to track and manage to do, but sometimes it's nice to have an extra layer of task management that is separate from Vtiger CRM. Productive.io is a great tool for this.

All you need to do is - integrate Productive.io with Vtiger CRM to create task in Productive.io automatically when certain to do occur in Vtiger CRM. This can save you time by not having to manually create tasks in both systems.
See more
Vtiger CRM + Productive.io Integration

Create Productive.io task for new Vtiger CRM contact

Vtiger CRM and Productive.io are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Vtiger CRM, do you also create a task in Productive.io? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Productive.io + Vtiger CRM flow

Extend your automation pipeline with communication, finance, and task management tools to keep your entire business aligned. Pick a combination and activate it in one click.

Productive.io
Vtiger CRM
+
SlackSlack (8)
+
MailchimpMailchimp (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
AsanaAsana (8)
+
Google DriveGoogle Drive (8)
+
StripeStripe (8)
P
V
S
When a contact is created in Productive.io, create a contact in Vtiger CRM and notify your sales channel in Slack
New Productive.io contacts appear instantly in Vtiger CRM while your sales channel gets notified in Slack, eliminating manual entry.
P
V
S
When a deal is created in Productive.io, create an opportunity in Vtiger CRM and alert your revenue channel in Slack
Every Productive.io deal immediately generates a Vtiger CRM opportunity and alerts your Slack channel.
V
P
S
When a lead is updated in Vtiger CRM, update the task in Productive.io and post the change in Slack
Keep Productive.io tasks updated whenever a Vtiger CRM lead changes, with instant Slack notifications.
V
P
S
Create a task in Productive.io for every Vtiger CRM contact marked for follow-up and confirm it in Slack
Turn Vtiger CRM contacts into Productive.io tasks automatically and notify your team in Slack.
P
V
S
If a Productive.io deal budget is high, create an opportunity in Vtiger CRM and alert leadership in Slack
Route high-value Productive.io deals to Vtiger CRM and notify leadership instantly in Slack.
V
P
S
When a Vtiger CRM invoice is updated, update the invoice in Productive.io and post the update in Slack
Synchronise invoice changes between Vtiger CRM and Productive.io while keeping your finance channel informed in Slack.
V
P
S
Use ChatGPT to summarise every new Vtiger CRM ticket, create a task in Productive.io, and post the brief in Slack
Summarise Vtiger CRM support tickets with ChatGPT, generate Productive.io tasks, and notify your team in Slack.
V
P
A
S
Turn every won Vtiger CRM opportunity into a Productive.io project, create a task in Asana, and announce it in Slack
Convert won Vtiger CRM opportunities into Productive.io projects, set up Asana tasks, and announce in Slack.

Supported triggers and actions for Productive.io and Vtiger CRM

Mix and match to build the exact automation you need

Productive.io
Productive.io Triggers & Actions
Instant
Contact is created in Productive.io
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Productive.io
Try it →
Instant
Task is created in Productive.io
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in Productive.io
Triggers the automation when any task is updated
Try it →
Instant
Task is deleted in Productive.io
Triggers the automation when a task is deleted
Try it →
Instant
Project is created in Productive.io
Triggers the automation when a new project is created
Try it →
Instant
Project is updated in Productive.io
Triggers the automation when a project is updated
Try it →
Instant
Deal is created in Productive.io
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Productive.io
Triggers the automation when a deal is updated
Try it →
Instant
Deal is deleted in Productive.io
Triggers the automation when a deal is deleted
Try it →
Instant
Booking is created in Productive.io
Triggers the automation when a new booking is created
Try it →
Instant
Booking is updated in Productive.io
Triggers the automation when a booking is updated
Try it →
Instant
Booking is deleted in Productive.io
Triggers the automation when a booking is deleted
Try it →
Instant
Budget is created in Productive.io
Triggers the automation when a budget is created
Try it →
Instant
Budget is updated in Productive.io
Triggers the automation when the budget is updated
Try it →
Instant
Budget is deleted in Productive.io
Triggers the automation when a budget is deleted
Try it →
Instant
Expense is created in Productive.io
Triggers the automation when a new expense is added
Try it →
Instant
Expense is updated in Productive.io
Triggers the automation when an expense is modified
Try it →
Instant
Expense is deleted in Productive.io
Triggers the automation when any expense is deleted
Try it →
Instant
Invoice is created in Productive.io
Triggers the automation when any invoice is added or modified
Try it →
Instant
Invoice is updated in Productive.io
Triggers the automation when an invoice is updated
Try it →
Search task by title in Productive.io
Retrieves tasks based on the specified search criteria
Try it →
Update task in Productive.io
Updates the task details
Try it →
Update Contact in Productive.io
Updates the contact details
Try it →
Create task in Productive.io
Creates a new task
Try it →
Create company in Productive.io
Generates a new company profile with given details
Try it →
Search company in Productive.io
Finds information about a company
Try it →
Create contact in Productive.io
Adds a new contact to the database
Try it →
Search contact in Productive.io
Finds and retrieves contact information
Try it →
Create booking in Productive.io
Schedule and confirm a booking request
Try it →
Create task list in Productive.io
Creates a new task list
Try it →
Upload attachment in Productive.io
Try it →
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
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 →
Update contact in Vtiger CRM
Updates an existing contact
Try it →
Search opportunity in Vtiger CRM
Searches for an opportunity
Try it →
Update account in Vtiger CRM
Updates an existing account
Try it →
Search account in Vtiger CRM
Searches for an account
Try it →
Update opportunity in Vtiger CRM
Updates an existing opportunity
Try it →
Create contact in Vtiger CRM
Adds a new contact to the database
Try it →
Search contact by phone in Vtiger CRM
Finds information about a contact using the phone number
Try it →
Create todo in Vtiger CRM
Creates a new to-do item
Try it →
Create account in Vtiger CRM
Generates a new account
Try it →
Create product in Vtiger CRM
Generates and launch new products
Try it →
Create opportunity in Vtiger CRM
Creates a new instance of the support system
Try it →
Search contact by email in Vtiger CRM
Finds and retrieves contact information using their email address
Try it →
Create case in Vtiger CRM
Generates a new case entry
Try it →
Create service in Vtiger CRM
Creates a new service entry
Try it →
Create module record in Vtiger CRM
Creates a new record in a module
Try it →
Create event in Vtiger CRM
Adds a new contact to the contact list
Try it →
Create ticket in Vtiger CRM
Generates a new ticket
Try it →

What can you automate with Productive.io + Vtiger CRM?

Streamline your agency operations by connecting project workflows and customer relationship management seamlessly.

What you can automate?
🔄
Sync new contacts and deals across platforms
Automatically create a Vtiger CRM contact or opportunity whenever a new record is generated in Productive.io. Eliminate manual copy-pasting between your project management and sales tools.
📋
Capture every submitted field accurately
Map all available contact details, task descriptions, and custom fields from Productive.io directly into corresponding Vtiger CRM modules without losing critical information.
🔔
Alert your team instantly on key updates
Trigger instant team notifications in Slack or email when high-value deals or critical support tickets are created in either application.
🔀
Route records based on submitted criteria
Apply conditional logic to direct specific project types or budget thresholds to designated sales pipelines and account managers automatically.
🔄
Keep destination records fully updated
Ensure modifications made to project tasks, contact details, or invoicing statuses in one app reflect immediately in the other system.
🔍
Search and update instead of duplicating
Automatically check for existing records before creating entries, updating current profiles to maintain clean and deduplicated databases.
💰
Manage financial and status changes
Trigger follow-up tasks and update account stages when invoices are paid, subscriptions change, or project budgets are exceeded.
🔌
Extend your workflow with supporting tools
Connect your core Productive.io and Vtiger CRM flow with popular business applications like Slack or QuickBooks to build robust multi-step pipelines.
And much more...

Who is Productive.io + Vtiger CRM integration for?

Operations teams, sales managers, and project leaders eliminate manual data entry and keep client pipelines fully synchronized.

Sales Directors
Sales Directors
Account Managers
Account Managers
Project Coordinators
Project Coordinators
Operations Leads
Operations Leads
Customer Success Teams
Customer Success Teams
Finance Managers
Finance Managers
📈
Sales Directors
You're reviewing revenue forecasts but your CRM records only update when someone manually exports deal sheets, so the pipeline metrics you're presenting are always outdated — this integration means every new deal lands in your CRM instantly and your reporting stays accurate.
Account Managers
You need to act fast when new client contacts arrive, but manual data handoffs between project tools mean you find out hours too late — automating both apps means contact details sync instantly so you can initiate client onboarding without delay.
📊
Project Coordinators
You answer to agency clients who want to see real-time task progress, but tracking information gets trapped in isolated tools — connecting these apps means every project update reflects in your CRM immediately and stakeholders stay informed.
🔄
Operations Leads
The volume of incoming tasks and client records is too high for anyone to keep up by hand, leading to missed follow-ups and data gaps — this integration means high-volume data transfers run automatically in the background without human error.
🤝
Customer Success Teams
You own the post-sale onboarding stage and depend on sales to hand over deal details, but communication breakdowns cause delays — integrating these apps means account data flows automatically from sales to project delivery the moment a deal closes.
🗂️
Finance Managers
You need a reliable history of billable hours and invoices, but manual entry leaves frequent gaps in your financial audit trail — automating both apps means every invoice and expense syncs securely across systems to maintain clean records.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Productive.io + Vtiger CRM

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

1,500+ apps connected
1,500+ apps connected
Connect Productive.io + Vtiger CRM 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Productive.io to Vtiger CRM?
Frequently Asked Questions
You can connect Productive.io to Vtiger CRM instantly using 1-click ready workflows or Integrately AI. With 1,500+ integrations available, you can also link apps like Slack, Mailchimp, and QuickBooks Online without any coding.
Can I automatically sync new contacts between Productive.io and Vtiger CRM?
Frequently Asked Questions
Can I connect Productive.io, Vtiger CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Productive.io and Vtiger CRM?
Frequently Asked Questions
How does Productive.io handle contact data during synchronization?
Frequently Asked Questions
Can Vtiger CRM leads update tasks in Productive.io?
Frequently Asked Questions
Do I need coding skills to automate Productive.io and Vtiger CRM?
Frequently Asked Questions
Is the Productive.io and Vtiger CRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Productive.io or Vtiger CRM With 1500+ Other Apps

Productive.io
Popular Productive.io Integrations
Connect Productive.io to project management, time tracking, and invoicing tools to streamline agency operations.
Vtiger CRM
Popular Vtiger CRM Integrations
Sync Vtiger CRM with marketing, customer support, and communication platforms to accelerate sales cycles.