Vtiger CRM + Tapfiliate Integration

Integrate Tapfiliate to Vtiger CRM in one click, or tell Integrately AI how you want each conversion handled. Capture new affiliate earnings, update contact records, log sales figures, and alert your team automatically.

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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
  • Tapfiliate
    Affiliate is created in Tapfiliate
  • Tapfiliate
    Affiliate payment is created in Tapfiliate
  • Tapfiliate
    Affiliate prospect is created in Tapfiliate
  • Tapfiliate
    Conversion is created in Tapfiliate
  • Tapfiliate
    Commission is created in Tapfiliate
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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
    Update account in Vtiger CRM
  • Vtiger CRM
    Search 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
  • Tapfiliate
    Create a conversion in Tapfiliate
  • Tapfiliate
    Create a customer in Tapfiliate
  • Tapfiliate
    Search affiliate prospect in Tapfiliate
  • Tapfiliate
    Set affiliate to group in Tapfiliate
  • Tapfiliate
    Uncancel a customer in Tapfiliate
  • Tapfiliate
    Get customer by ID in Tapfiliate
  • Tapfiliate
    Cancel a customer in Tapfiliate
  • Tapfiliate
    Get conversion by ID in Tapfiliate
  • Tapfiliate
    Search affiliate in Tapfiliate
  • Tapfiliate
    Search affiliate in a program in Tapfiliate
  • Tapfiliate
    Add commission to conversion in Tapfiliate
  • Tapfiliate
    Approve commission in Tapfiliate
  • Tapfiliate
    Disapprove commission in Tapfiliate

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Ready Workflows Ready Workflows for Tapfiliate + Vtiger CRM Integration

Create contacts from new conversions, update account records, sync affiliate payments, alert your sales team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Tapfiliate + Vtiger CRM Integration

Create Vtiger CRM contact from new Tapfiliate affiliate

If you're an ecommerce business owner who uses Tapfiliate to power your online store, you'll be happy to know that when a new contact is created in Vtiger CRM, this automation will automatically create a affiliate in Tapfiliate.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Connect more apps to your Tapfiliate + Vtiger CRM flow

Sales and finance teams often need to sync affiliate data with email campaigns, invoicing, or team messaging once records land in the CRM. Pick a combination and activate it in one click.

Vtiger CRM
Tapfiliate
+
MailchimpMailchimp (4)
+
StripeStripe (3)
+
ShopifyShopify (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
M
T
V
Add every new Mailchimp subscriber as a customer in Tapfiliate, and create a contact in Vtiger CRM.
New Mailchimp subscribers instantly become customers in Tapfiliate and contacts in Vtiger CRM, removing manual list exports.
T
V
M
When a conversion is created in Tapfiliate, create a contact in Vtiger CRM and add the subscriber in Mailchimp.
Affiliate conversions immediately generate Vtiger CRM contacts and Mailchimp entries without manual list updates.
V
T
M
When a Vtiger CRM contact is updated, update the affiliate customer group in Tapfiliate and notify your Mailchimp audience.
Updated CRM records automatically adjust Tapfiliate group assignments and refresh Mailchimp segment data.
M
T
V
Use Claude to evaluate new Mailchimp subscribers. If qualified, create a customer in Tapfiliate and a contact in Vtiger CRM.
AI screens Mailchimp signups, automatically creating Tapfiliate customers and Vtiger CRM contacts for qualified leads.

Supported triggers and actions for Vtiger CRM and Tapfiliate

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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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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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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Tapfiliate
Tapfiliate Triggers & Actions
Affiliate is created in Tapfiliate
Triggers the automation when a new affiliate is created
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Affiliate payment is created in Tapfiliate
Triggers the automation when a new affiliate payment is created
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Affiliate prospect is created in Tapfiliate
Triggers the automation when a new affiliate prospect is created
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Conversion is created in Tapfiliate
Triggers the automation when a new conversation is initiated
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Commission is created in Tapfiliate
Triggers the automation when a new commission is created
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Create a conversion in Tapfiliate
Logs a new conversion
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Create a customer in Tapfiliate
Creates a new customer record
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Search affiliate prospect in Tapfiliate
Searches for potential affiliate partners for marketing collaboration
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Set affiliate to group in Tapfiliate
Sets an affiliate to a group
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Uncancel a customer in Tapfiliate
Uncancels a customer
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Get customer by ID in Tapfiliate
Retrieves customer information based on their unique id
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Cancel a customer in Tapfiliate
Cancel a customer's subscription or membership
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Get conversion by ID in Tapfiliate
Retrieves a conversion record by its id
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Search affiliate in Tapfiliate
Searches for a particular affiliate partner
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Search affiliate in a program in Tapfiliate
Searches for an affiliate in a program
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Add commission to conversion in Tapfiliate
Increase the final conversion amount with a set commission percentage
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Approve commission in Tapfiliate
Approve commission requests
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Disapprove commission in Tapfiliate
Disapproves commission payments based on predefined criteria
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What can you automate with Tapfiliate + Vtiger CRM?

Streamline your affiliate marketing and customer relationship management with robust ready-made automation workflows.

What you can automate?
🔄
Sync Tapfiliate conversions to Vtiger CRM contacts
Automatically turn every new conversion created in Tapfiliate into a contact in Vtiger CRM, keeping your sales pipeline updated without manual work.
📋
Capture every submitted field and metadata point
Map all available affiliate details and custom attributes into Vtiger CRM records instead of just basic names, giving your sales team complete context.
🔔
Alert your team instantly when affiliates join
Send immediate notifications to your internal channels whenever a new affiliate or payment is registered in Tapfiliate.
🔀
Route records based on submitted criteria
Assign affiliate accounts to specific Vtiger CRM groups or pipeline stages depending on the program or transaction value submitted.
📝
Keep Vtiger CRM accounts updated as affiliates change
Reflect affiliate group changes, status cancellations, and profile updates immediately within your Vtiger CRM account records.
🔍
Search and update instead of creating duplicates
Verify existing records in Vtiger CRM before creating new contacts or opportunities, maintaining a clean database.
💰
Handle refunds, cancellations, and commission approvals
Automatically cancel customers or approve commissions in Tapfiliate whenever corresponding invoices or tickets change status in Vtiger CRM.
🌐
Extend your workflow with external apps like Slack
Trigger multi-step automations that connect Tapfiliate and Vtiger CRM with communication tools like Slack to keep everyone aligned.
And much more...

Who is Tapfiliate + Vtiger CRM integration for?

Affiliate managers, sales leaders, and finance teams automate data syncing between affiliate tracking and CRM records, eliminating manual entry and preventing missed revenue opportunities.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Operations leads
Operations leads
Finance specialists
Finance specialists
Customer success managers
Customer success managers
📈
Performance marketers
You're running affiliate campaigns and tracking conversions, but your CRM records only update when someone manually exports data, so the conversion counts you're reviewing are always outdated — this integration means every new conversion lands in Vtiger CRM instantly and your campaign numbers stay current.
⚡
Sales development reps
You need to follow up with high-value affiliate leads immediately, but notifications arrive hours later after manual batching, causing you to reach out after prospects have gone cold — automating both apps means new affiliate signups appear in Vtiger CRM the moment they occur so you can engage right away.
🤝
Account managers
You answer to partner clients who expect up-to-date tracking on their referral accounts, but manual record syncing leaves gaps in your pipeline visibility — connecting these apps means account details and commissions stay perfectly synchronised across your entire workspace.
📊
Operations leads
The volume of inbound affiliate transactions is too high for your team to keep up with by hand, leading to missed customer entries and billing discrepancies — automating both apps means every transaction and customer profile is handled instantly without manual data entry.
💼
Finance specialists
You depend on sales teams to hand over payout and invoice details before you can process affiliate commissions, creating costly administrative bottlenecks — integrating these apps means payment events and CRM records flow together automatically without waiting on internal handoffs.
🗂️
Customer success managers
You need a reliable history of customer interactions and referral sources, but scattered records leave missing pieces in your user profiles — with this integration, every customer profile and conversion event is logged completely and accurately in Vtiger CRM.
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Why choose Integrately to automate Vtiger CRM + Tapfiliate

Build and manage your Vtiger CRM + Tapfiliate 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 + Tapfiliate with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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.
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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.
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Frequently Asked Questions

How do I connect Tapfiliate to Vtiger CRM?
Frequently Asked Questions
You can connect Tapfiliate to Vtiger CRM in 1 click using ready-made templates on Integrately. You can also use Integrately AI to set up your workflow and map fields between Tapfiliate, Vtiger CRM, and tools like Slack and Google Sheets without coding.
Can I automatically create a Vtiger CRM contact when a Tapfiliate conversion happens?
Frequently Asked Questions
Can I connect Tapfiliate, Vtiger CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Tapfiliate and Vtiger CRM?
Frequently Asked Questions
How does Tapfiliate data sync with Vtiger CRM records?
Frequently Asked Questions
How do Vtiger CRM triggers work with Tapfiliate actions?
Frequently Asked Questions
Do I need coding skills to automate Tapfiliate and Vtiger CRM?
Frequently Asked Questions
Is the Tapfiliate and Vtiger CRM integration free?
Frequently Asked Questions
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