Vtiger CRM + Raisely Integration

Connect Vtiger CRM to Raisely - 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 Raisely automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Skip the manual back and forth! Easily automate the flow of data between Vtiger CRM & Raisely using Integrately.
Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Vtiger CRM + Raisely Integration

Just click on the workflow you want to automate
most-popular-automations
Vtiger CRM + Raisely Integration

Create Raisely person for new Vtiger CRM contact

If you're using Vtiger CRM to manage your sales leads, it's important to also use Raisely 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 person will automatically be created in Raisely.

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

Create Vtiger CRM contact for new Raisely person

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 Raisely person 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.
See more
Activate
Raisely + Vtiger CRM Integration

Create Vtiger CRM to do for new Raisely person

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

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!
See more
Activate
  • 1of1

Create Your Own Vtiger CRM & Raisely Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
Vtiger CRM + Raisely 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

  • Raisely
    New campaign is created in Raisely

    Triggers the automation whenever a new campaign is created

  • Raisely
    Donation is created in Raisely

    Triggers the automation whenever donation is made

    Instant
  • Raisely
    New interactions is created in Raisely

    Triggers the automation whenever a new interaction is created

  • Raisely
    Person is created in Raisely

    Triggers the automation whenever a new person is created

    Instant
  • Raisely
    Profile is created in Raisely

    Triggers the automation whenever a new profile is created

    Instant
2.
  • Vtiger CRM
    Update contact in Vtiger CRM

    Automatically updates an existing contact

  • Vtiger CRM
    Search opportunity in Vtiger CRM

    Automatically searches for an opportunity

  • Vtiger CRM
    Update opportunity in Vtiger CRM

    Automatically updates an existing opportunity

  • 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
    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

  • Raisely
    Create person in Raisely

    Automatically generates a new person

  • Raisely
    Search person in Raisely

    Automatically retrieves information about a person

  • Raisely
    Update person in Raisely

    Automatically updates the information of a person

  • Raisely
    Add tag in Raisely

    Automatically assigns tags to particular items

  • Raisely
    Create offline donation in Raisely

    Automatically logs a new offline donation

  • Raisely
    Add interaction in Raisely

    Automatically adds an interaction

  • Raisely
    Search tag in Raisely

    Automatically searches for a tag

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricing

Integrate Vtiger CRM & Raisely In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Vtiger CRM or Raisely With 1200+ Other Apps

undefined Integrations

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.

See Vtiger CRM Integrations
undefined Integrations

Raisely is an online fundraising platform that helps non-profits and charities raise funds and channelize this money towards their cause. Set up your page in minutes, share it with anyone you want and help fundraise for a cause you care about.

See Raisely Integrations

❤Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
Connect Vtiger CRM + Raisely Now
In Just 1 Click!
P
ProductHunt

Most upvoted product of the month

▲ 2000+
leadermost-implementableeasiest-to-do-businessbest-support