Vtiger CRM + Slack Integration

Integrate Slack to Vtiger CRM in one click, or tell Integrately AI how you want each lead handled. Notify your team, update your CRM records, trigger follow-ups, and keep everyone aligned 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
  • Slack
    Message is posted on private channel in Slack
  • Slack
    Group message is received in Slack
  • Slack
    Direct message is received in Slack
  • Slack
    Reaction is added in Slack
  • Slack
    Channel is created in Slack
  • Slack
    Custom emoji is added in Slack
  • Slack
    User is created in Slack
  • Slack
    File is created in Slack
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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
  • Slack
    Search user in Slack
  • Slack
    Get thread messages in Slack
  • Slack
    Send channel message in Slack
  • Slack
    Send direct message in Slack
  • Slack
    Send private channel message in Slack
  • Slack
    Reply to channel message in Slack
  • Slack
    Search message in Slack
  • Slack
    Invite user to channel in Slack
  • Slack
    Search user by email in Slack
  • Slack
    Update profile in Slack
  • Slack
    Create channel in Slack
  • Slack
    Set channel topic in Slack
  • Slack
    Get user by id in Slack
  • Slack
    Set status in Slack
  • Slack
    Get Message Permalink in Slack
  • Slack
    Add reminder in Slack

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Ready Workflows Ready Workflows for Slack + Vtiger CRM Integration

Notify your team, update lead details, alert sales reps when tickets arrive, and trigger follow-up tasks, all in just one click.

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

Send Slack message for new Vtiger CRM contact

Anytime a new contact is added to your Vtiger CRM, automatically send them a message through Slack 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 - Slack 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 + Slack Integration

Send Slack message for new Vtiger CRM to do

With this Vtiger CRM - Slack integration, whenever a new to do is created in Vtiger CRM, message will be sent via Slack. 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.
See more
Vtiger CRM + Slack Integration

Send Slack message for new Vtiger CRM contact

Anytime a new contact is added to your Vtiger CRM, automatically send them a message through Slack 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 - Slack 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!
See more
Vtiger CRM + Slack Integration

Send Slack message for new Vtiger CRM to do

With this Vtiger CRM - Slack integration, whenever a new to do is created in Vtiger CRM, message will be sent via Slack. 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.
See more
  • 1of1
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Slack + Vtiger CRM flow

Streamline scheduling, track marketing campaigns, and manage customer support across your entire stack. Pick a combination and activate it in one click.

Vtiger CRM
Slack
+
Google CalendarGoogle Calendar (5)
+
Microsoft OutlookMicrosoft Outlook (4)
+
HubSpotHubSpot (4)
+
ZendeskZendesk (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
G
V
S
Create a Vtiger CRM event when a Google Calendar meeting is scheduled, and notify your team in Slack
New Google Calendar meetings instantly create corresponding events in Vtiger CRM while Slack alerts your team, eliminating manual scheduling updates.
V
G
S
When a Vtiger CRM lead is created, schedule a Google Calendar follow-up and post the details in Slack
New Vtiger CRM leads automatically generate a Google Calendar follow-up slot and notify your sales channel in Slack.
G
V
S
Update Vtiger CRM contacts when a Google Calendar meeting is updated, and alert your team in Slack
Google Calendar meeting updates immediately refresh Vtiger CRM contact notes and notify your team via Slack.
G
V
S
Use Gemini to summarise Google Calendar meeting notes, update Vtiger CRM, and notify your team in Slack
Use Gemini to extract key action items from Google Calendar meetings, log them in Vtiger CRM, and brief your team in Slack.
V
G
S
When a Vtiger CRM opportunity is won, schedule a kickoff in Google Calendar and announce it in Slack
Won Vtiger CRM opportunities automatically schedule kickoff meetings in Google Calendar and celebrate the win in Slack.

Supported triggers and actions for Vtiger CRM and Slack

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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Slack
Slack Triggers & Actions
Message is posted on private channel in Slack
Triggers the automation when a message is posted on a private channel
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Group message is received in Slack
Triggers the automation when a group message is received
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Direct message is received in Slack
Triggers the automation when a direct message is received
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Reaction is added in Slack
Triggers the automation when someone reacts to any message
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Channel is created in Slack
Triggers the automation when a new channel is created
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Custom emoji is added in Slack
Triggers the automation when a custom emoji is added
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User is created in Slack
Triggers the automation when a new user is created
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File is created in Slack
Triggers the automation when a particular action in the workflow fails
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Search user in Slack
Searches for a user
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Get thread messages in Slack
Retrieves messages in a specific thread
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Send channel message in Slack
Sends a channel message
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Send direct message in Slack
Sends a private message to a recipient
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Send private channel message in Slack
Sends a private message to a channel
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Reply to channel message in Slack
Replies to a channel message
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Search message in Slack
Searches for a message
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Invite user to channel in Slack
Sends an invitation to a user to join a channel
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Search user by email in Slack
Retrieves user information based on their email address
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Update profile in Slack
Updates the user's profile
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Create channel in Slack
Creates a new channel
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Set channel topic in Slack
Sets the channel topic
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Get user by id in Slack
Retrieves user information using their id
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Set status in Slack
Sets the status
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Get Message Permalink in Slack
Retrieves the unique url link for a message within a conversation or chat
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Add reminder in Slack
Schedule and set reminder for a date and time
Try it →

What can you automate with Slack + Vtiger CRM?

Streamline your communication and CRM workflows by connecting every trigger and action between Slack and Vtiger CRM.

What you can automate?
🚀
Notify your team on Slack for every new lead
Instantly send channel messages in Slack whenever a new lead is created in Vtiger CRM. Keep your sales reps informed the moment a prospect enters your pipeline.
📝
Capture every submitted field accurately
Map all available contact details and custom fields from Vtiger CRM directly into your Slack messages instead of just names and emails.
🔔
Alert the right person instantly
Route high-priority support tickets and urgent customer messages to specific Slack channels or direct messages without manual sorting.
🔀
Trigger different actions based on record fields
Send custom Slack alerts or update specific Vtiger CRM modules depending on lead tier, deal size, or priority status.
🔄
Keep records up to date as they change
Automatically update Vtiger CRM accounts and contacts whenever relevant discussions or updates happen in Slack.
🔍
Search and match existing records
Search users and contacts by email or phone across Slack and Vtiger CRM before creating new entries to prevent duplicates.
📊
Handle status changes and deal updates
Post milestone updates in Slack whenever Vtiger CRM opportunities, tickets, or invoices move to new stages.
🔌
Extend workflows to popular business apps
Connect Slack and Vtiger CRM with tools like HubSpot, Zendesk, or Stripe to build multi-step automations across your stack.
And much more...

Who is Slack + Vtiger CRM integration for?

Sales managers, support teams, and operations leaders use this integration to eliminate manual data entry, accelerate team communication, and keep CRM pipelines current.

Sales managers
Sales managers
Customer support leads
Customer support leads
Operations directors
Operations directors
Account executives
Account executives
Customer success managers
Customer success managers
Revenue operations specialists
Revenue operations specialists
📈
Sales managers
You're reviewing pipeline reports but your CRM updates only when reps manually log calls, so your conversion metrics are always hours behind — with this integration, every new Vtiger CRM lead alerts your team in Slack instantly and your pipeline data stays current.
Customer support leads
You need to respond to high-priority client requests immediately, but tickets sit unnoticed in your CRM queue until someone checks manually — automating both apps means every new Vtiger CRM ticket posts directly to your support channel in Slack so your team acts without delay.
📊
Operations directors
You answer to stakeholders who demand accurate pipeline activity reports, but data gets missed when teams switch between apps by hand — integrating these apps means every Vtiger CRM record change updates your workspace channels and eliminates reporting gaps.
🔄
Account executives
Your deal volume is too high for anyone to keep up with manual channel updates and follow-up reminders — with this integration, every Vtiger CRM opportunity stage change posts to Slack automatically and your communication stays effortless.
🤝
Customer success managers
You depend on sales reps to hand over account details when deals close, but crucial onboarding notes often get lost in translation — connecting these apps means every won Vtiger CRM deal creates structured tasks and notifies your team in Slack.
📁
Revenue operations specialists
You need a reliable audit history of customer interactions, but manual logging leaves constant gaps in your tracking records — automating both apps means every Vtiger CRM update populates your communication history and ensures complete data integrity.
Our team

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Why choose Integrately to automate Vtiger CRM + Slack

Build and manage your Vtiger CRM + Slack 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 + Slack 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
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2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Slack to Vtiger CRM?
Frequently Asked Questions
You can connect Slack to Vtiger CRM in 1 click using ready templates on Integrately or ask Integrately AI to build the automation for you. It also integrates smoothly with Google Calendar, Microsoft Outlook, HubSpot, Zendesk, Mailchimp, and Stripe.
Can I automatically send a Slack message when a new lead is created in Vtiger CRM?
Frequently Asked Questions
Can I connect Slack, Vtiger CRM, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Slack and Vtiger CRM?
Frequently Asked Questions
How are Slack messages triggered from Vtiger CRM updates?
Frequently Asked Questions
Can I update Vtiger CRM records when events happen in Slack?
Frequently Asked Questions
Do I need coding skills to automate Slack and Vtiger CRM?
Frequently Asked Questions
Is the Slack and Vtiger CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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