Vtiger CRM + Robly Integration

Connect Vtiger CRM to Robly - 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 Robly automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Vtiger CRM & Robly using Integrately.

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Ready Workflows For Vtiger CRM + Robly Integration

Just click on the workflow you want to automate

Create Vtiger CRM to do for new Robly contact

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

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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Create Vtiger CRM contact for new Robly 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 Robly 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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Create Vtiger CRM account for new Robly contact

Robly + Vtiger CRM Integration

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Create Your Own Vtiger CRM & Robly Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created/updated in Vtiger CRM
Automatically generates a new account
To Do is created/updated in Vtiger CRM
Triggers the automation whenever a To Do is created or updated
Account is created/updated in Vtiger CRM
Triggers the automation whenever any account is created or updated
Ticket is created/updated in Vtiger CRM
Triggers the automation whenever a ticket is created or modified
Opportunity is created/updated in Vtiger CRM
Case is created/updated in Vtiger CRM
Triggers the automation whenever a contact is created or updated
Service is created/updated in Vtiger CRM
Event is created/updated in Vtiger CRM
Triggers the automation whenever any invoice is added or modified
Product is created/updated in Vtiger CRM
Triggers the automation whenever a product is created or updated
Invoice is created/updated in Vtiger CRM
Triggers the automation whenever any opportunity is created or updated
Quote is created/updated in Vtiger CRM
Triggers the automation whenever a new sales order is created or updated
Sales Order is created/updated in Vtiger CRM
PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation whenever a purchase order is created or updated
Contact is created in Robly
Triggers the automation whenever a new contact is created
List is created in Robly
Triggers the automation whenever a new list is created
Contact is unsubscribed in Robly
Triggers the automation whenever a contact unsubscribes from a mailing list

Update account in Vtiger CRM
Automatically sends a Vybit notification
Search account in Vtiger CRM
Automatically updates an existing account
Update opportunity in Vtiger CRM
Automatically updates an existing opportunity
Search opportunity in Vtiger CRM
Automatically searches for an opportunity
Update contact in Vtiger CRM
Automatically updates an existing contact
Create contact in Vtiger CRM
Automatically adds a new contact to the database
Search contact by phone in Vtiger CRM
Automatically searches for a opportunity
Create todo in Vtiger CRM
Triggers the automation whenever any event is created or updated
Create account in Vtiger CRM
Create product in Vtiger CRM
Automatically generates and launch new products
Create opportunity in Vtiger CRM
Automatically creates a new instance of the support system
Search contact by email in Vtiger CRM
Automatically finds and retrieves contact information using their email address
Create case in Vtiger CRM
Automatically generates a new case entry
Create service in Vtiger CRM
Automatically creates a new to-do item
Create module record in Vtiger CRM
Automatically creates a new record in a module
Create event in Vtiger CRM
Automatically adds a new contact to the contact list
Create ticket in Vtiger CRM
Automatically generates a new ticket
Add contact to a list in Robly
Automatically adds a contact to a predefined contact list
Remove contact from a list in Robly
Automatically removes a contact from a list
Unsubscribe contact in Robly
Automatically removes contact from mailing list
Update full contact details in Robly
Automatically updates all contact information
Search contact in Robly
Automatically finds and retrieves contact information
Create contact in Robly
Automatically adds a new contact to the database
Create list in Robly
Automatically generates a new list

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750 Tasks

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

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

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

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

Robly enables you to build and manage professional looking email campaigns without the need of any coding skills or knowledge. You can create, send and track your email marketing campaigns in minutes.

See Robly Integrations