Vtiger CRM + SharpSpring Integration

Integrate SharpSpring to Vtiger CRM in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create contacts, update accounts, and trigger follow-ups automatically.

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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
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
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2.
  • Vtiger CRM
    Update contact in Vtiger CRM
  • Vtiger CRM
    Search opportunity in Vtiger CRM
  • Vtiger CRM
    Update opportunity in Vtiger CRM
  • Vtiger CRM
    Search account in Vtiger CRM
  • Vtiger CRM
    Update account 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
  • SharpSpring
    Create contact in SharpSpring
  • SharpSpring
    Update contact in SharpSpring
  • SharpSpring
    Search contact in SharpSpring
  • SharpSpring
    Create account in SharpSpring
  • SharpSpring
    Search account in SharpSpring
  • SharpSpring
    Update account in SharpSpring
  • SharpSpring
    Create opportunity in SharpSpring
  • SharpSpring
    Update opportunity in SharpSpring
  • SharpSpring
    Create campaign in SharpSpring
  • SharpSpring
    Search campaign in SharpSpring

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Ready Workflows Ready Workflows for SharpSpring + Vtiger CRM Integration

Capture submissions, create contacts, update accounts, log opportunities, and trigger follow-ups, all in just one click.

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

Create SharpSpring contact for new Vtiger CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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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 SharpSpring + Vtiger CRM flow

Streamline your marketing and sales data across customer touchpoints, messaging channels, and spreadsheets. Pick a combination and activate it in one click.

Vtiger CRM
SharpSpring
+
Facebook Lead AdsFacebook Lead Ads (4)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
F
S
V
Add Facebook Lead Ads leads to SharpSpring, create a contact in Vtiger CRM, and notify your team on Slack
New Facebook leads instantly populate SharpSpring, generate a contact in Vtiger CRM, and alert your team on Slack without manual entry.
S
V
G
When a SharpSpring form is submitted, create a contact in Vtiger CRM and log the lead in Google Sheets
SharpSpring form submissions automatically create contacts in Vtiger CRM and log every detail in Google Sheets for team review.
F
S
V
C
Use Claude to evaluate Facebook Lead Ads leads, create a contact in SharpSpring, and update Vtiger CRM
Claude evaluates new Facebook leads, creates matching contacts in SharpSpring, and updates Vtiger CRM records accordingly.
S
V
M
When a contact is created in SharpSpring, update Vtiger CRM and send a confirmation email via Mailchimp
New SharpSpring contacts trigger Vtiger CRM updates and immediately dispatch targeted welcome emails through Mailchimp.

Supported triggers and actions for Vtiger CRM and SharpSpring

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 contact in Vtiger CRM
Updates an existing contact
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Search opportunity in Vtiger CRM
Searches for an opportunity
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Update opportunity in Vtiger CRM
Updates an existing opportunity
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Search account in Vtiger CRM
Searches for an account
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Update account in Vtiger CRM
Updates an existing account
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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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SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
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Account is created in SharpSpring
Triggers the automation when a new account is created
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Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
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Create contact in SharpSpring
Adds a new contact to the database
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Update contact in SharpSpring
Updates contact information with new details
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Search contact in SharpSpring
Finds and retrieves contact information
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Create account in SharpSpring
Generates a new account
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Search account in SharpSpring
Searches for account information
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Update account in SharpSpring
Updates account information
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Create opportunity in SharpSpring
Creates a new instance of the support system
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Update opportunity in SharpSpring
Updates the opportunity details as needed
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Create campaign in SharpSpring
Generates and launch a new marketing campaign
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Search campaign in SharpSpring
Searches for a campaign
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What can you automate with SharpSpring + Vtiger CRM?

Connect your marketing automation and CRM to eliminate manual handoffs and keep customer data synchronized across platforms.

What you can automate?
🔄
Sync contacts between marketing and CRM
Automatically create or update contacts in Vtiger CRM the moment a new lead or submission is registered in SharpSpring. Keep your sales pipeline current without manual data entry.
📝
Capture every submitted form field
Map all custom answers from SharpSpring forms directly into Vtiger CRM fields instead of just basic contact info. Ensure your sales team has complete context for every discussion.
🔔
Alert your team instantly
Trigger instant notifications when high-value opportunities or contacts are created in SharpSpring or updated in Vtiger CRM. Ensure no hot prospect waits for a follow-up.
🔀
Route records based on submitted data
Evaluate form submissions or lead attributes in SharpSpring and assign them to specific team members or stages in Vtiger CRM based on criteria like deal size or region.
🔄
Keep account details up to date
Automatically synchronize account updates, company names, and contact details bidirectionally between SharpSpring and Vtiger CRM as customer information evolves.
🛡️
Prevent duplicate contact creation
Search existing database records before creating new entries, ensuring that repeat form submissions update existing Vtiger CRM contacts instead of creating duplicates.
💰
Manage opportunity stage transitions
Update pipeline stages in Vtiger CRM automatically when deals progress or close within your SharpSpring marketing workflows.
📊
Extend your workflow to spreadsheets
Combine SharpSpring and Vtiger CRM automation with Google Sheets to maintain a comprehensive backup log of every marketing submission and CRM update.
And much more...

Who is SharpSpring + Vtiger CRM integration for?

Marketing and sales teams connecting SharpSpring and Vtiger CRM eliminate manual data entry, ensuring leads move from campaigns to customer records without delay.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations managers
Operations managers
Sales development reps
Sales development reps
Customer success leads
Customer success leads
📈
Performance marketers
You're running campaigns across multiple channels but your reporting dashboard only updates when someone manually exports contacts, so the metrics you're optimising against are always a few hours behind — this integration means every new lead lands in your CRM instantly and your data stays current.
Sales representatives
You need to reach out to inbound prospects immediately, but submissions sit in your marketing platform until someone manually copies them over, causing critical response delays — automating both apps means every lead appears in your pipeline the second it arrives.
📋
Account managers
You answer to clients who expect real-time visibility into account progress, but your campaign platform and CRM operate in silos, forcing tedious status updates — connecting these apps means your records reflect campaign activity without manual logging.
📊
Operations managers
The volume of inbound form submissions and contacts is too high for your team to keep up with by hand, leading to missed entries and fragmented customer histories — this integration means every submission maps across your systems automatically.
🤝
Sales development reps
You own the outreach stage and depend on marketing teams to hand over qualified leads, but manual handoffs create communication gaps and lost opportunities — automating both apps means leads flow seamlessly from campaigns to your active queue.
🗂️
Customer success leads
You need a reliable customer history across every touchpoint, but fragmented toolsets leave missing contact details and outdated account stages — connecting these apps means your customer records remain complete and synchronized.
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 Vtiger CRM + SharpSpring

Build and manage your Vtiger CRM + SharpSpring 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 + SharpSpring 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect SharpSpring to Vtiger CRM?
Frequently Asked Questions
You can connect SharpSpring to Vtiger CRM in 1-click using ready-made templates or by asking Integrately AI to build the workflow. It links your marketing automation platform with your sales CRM instantly alongside apps like Slack and Google Sheets.
Can I automatically create Vtiger CRM contacts from SharpSpring form submissions?
Frequently Asked Questions
Can I connect SharpSpring, Vtiger CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for SharpSpring and Vtiger CRM?
Frequently Asked Questions
How does SharpSpring handle contact data during the integration?
Frequently Asked Questions
Can I sync opportunity stages between SharpSpring and Vtiger CRM?
Frequently Asked Questions
Is coding required to set up this automation?
Frequently Asked Questions
Is the SharpSpring and Vtiger CRM integration free?
Frequently Asked Questions
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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?

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