Vtiger CRM + UChat Integration

Integrate UChat to Vtiger CRM in one click, or tell Integrately AI how you want each contact handled. Qualify chatbot leads, update your CRM records, alert your sales team, 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
  • UChat
    Tag is added in UChat Instant
  • UChat
    Tag is removed in UChat Instant
  • UChat
    Conversation is opened in UChat Instant
  • UChat
    Variable value is changed in UChat Instant
  • UChat
    Bot user is subscribed in UChat Instant
  • UChat
    Conversation is done in UChat Instant
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2.
  • Vtiger CRM
    Update contact in Vtiger CRM
  • Vtiger CRM
    Update account 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
    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
  • UChat
    Send text message in UChat
  • UChat
    Send dynamic content in UChat
  • UChat
    Send sub flow in UChat
  • UChat
    Send main flow in UChat
  • UChat
    Set user field by variable ns in UChat
  • UChat
    Create user field in UChat
  • UChat
    Search user by user id in UChat
  • UChat
    Create bot field in UChat
  • UChat
    Search user field by name in UChat
  • UChat
    Search user by info in UChat
  • UChat
    Search user by user ns in UChat
  • UChat
    Add tag by tag name in UChat
  • UChat
    Set user field by variable name in UChat
  • UChat
    Set bot field by ID in UChat
  • UChat
    Set bot field by name in UChat
  • UChat
    Add tag by tag ns in UChat
  • UChat
    Search cart by user ns in UChat
  • UChat
    Search tag by name in UChat
  • UChat
    Search sub flow by name in UChat
  • UChat
    Remove tag from user in UChat
  • UChat
    Create tag in UChat

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Ready Workflows Ready Workflows for UChat + Vtiger CRM Integration

Capture leads from chatbot conversations, update CRM contacts, sync deal details, and alert your team, all in just one click.

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

Send UChat message for new Vtiger CRM to do

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

Send UChat message for new Vtiger CRM contact

Anytime a new contact is added to your Vtiger CRM, automatically send them a message through UChat 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 - UChat 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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  • 1of1
Got a different task in mind? Describe it

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Connect more apps to your UChat + Vtiger CRM flow

Capture leads into your chat flows, sync records with your CRM, and push updates across your entire stack. Pick a combination and activate it in one click.

Vtiger CRM
UChat
+
Facebook Lead AdsFacebook Lead Ads (6)
+
Google SheetsGoogle Sheets (1)
+
MailchimpMailchimp (1)
+
SlackSlack (1)
+
CalendlyCalendly (1)
+
StripeStripe (1)
F
V
U
When a Facebook Lead Ad is submitted, create a contact in Vtiger CRM and send a welcome text message in UChat.
Every Facebook Lead Ad submission instantly creates a Vtiger CRM contact while UChat fires off a text message to engage the lead.
F
U
V
When a Facebook Lead Ad is submitted, notify your sales team in UChat and create a contact in Vtiger CRM.
Alert your team through UChat and log the new Facebook Lead Ad lead directly into Vtiger CRM without manual copying.
F
V
U
When a Facebook Lead Ad lead is updated, update the contact in Vtiger CRM and send dynamic content in UChat.
Keep Vtiger CRM records aligned with Facebook Lead Ad updates while dispatching dynamic content via UChat.
F
V
U
Create a Vtiger CRM opportunity for every Facebook Lead Ad submission, and send a sub flow in UChat.
Turn Facebook Lead Ad submissions into Vtiger CRM opportunities while triggering a specialized sub flow in UChat.
F
V
U
If a Facebook Lead Ad submission arrives, search contact by email in Vtiger CRM and send a main flow in UChat.
Check existing Vtiger CRM contacts for Facebook Lead Ad submissions and launch a main flow in UChat.
F
V
U
Use ChatGPT to evaluate Facebook Lead Ad submissions, create a Vtiger CRM contact, and send a UChat message.
Let ChatGPT assess Facebook Lead Ad inquiries before logging them in Vtiger CRM and messaging via UChat.

Supported triggers and actions for Vtiger CRM and UChat

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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Update account in Vtiger CRM
Updates an existing account
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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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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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UChat
UChat Triggers & Actions
Instant
Tag is added in UChat
Triggers the automation when a tag is added
Try it →
Instant
Tag is removed in UChat
Triggers the automation when a tag is added
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Instant
Conversation is opened in UChat
Triggers the automation when a new conversation is initiated
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Instant
Variable value is changed in UChat
Triggers the automation when a variable value is changed
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Instant
Bot user is subscribed in UChat
Triggers the automation when a bot user is subscribed
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Instant
Conversation is done in UChat
Triggers the automation when any conversation is marked as completed
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Send text message in UChat
Sends a reply
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Send dynamic content in UChat
Sends personalized and tailored content based on user behavior or preferences
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Send sub flow in UChat
Sends a sub flow
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Send main flow in UChat
Sends the main flow
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Set user field by variable ns in UChat
Sets a user field by variable namespace
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Create user field in UChat
Creates a new user field
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Search user by user id in UChat
Searches for a user by user id
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Create bot field in UChat
Generates a new field for a bot
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Search user field by name in UChat
Searches for a user field by name
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Search user by info in UChat
Searches for a user by info
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Search user by user ns in UChat
Searches for a user by user namespace
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Add tag by tag name in UChat
Assigns a tag based on its name
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Set user field by variable name in UChat
Sets a user field by variable name
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Set bot field by ID in UChat
Sets a bot field by id
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Set bot field by name in UChat
Sets a bot field by name
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Add tag by tag ns in UChat
Adds tags based on particular namespace
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Search cart by user ns in UChat
Searches for a cart by user namespace
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Search tag by name in UChat
Searches for a tag using its name
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Search sub flow by name in UChat
Searches for a sub-flow by name
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Remove tag from user in UChat
Untag a user's profile
Try it →
Create tag in UChat
Generates a new tag
Try it →

What can you automate with UChat + Vtiger CRM?

Streamline your customer interactions, sales pipelines, and support tracking with ready-to-run automation recipes.

What you can automate?
🤖
Sync every chatbot subscriber straight to your CRM
Turn new UChat bot user subscriptions into Vtiger CRM contacts automatically without manual data entry.
📝
Capture every submitted chat field into contact records
Map all custom variables collected during UChat conversations into corresponding Vtiger CRM fields.
🔔
Notify your team the moment a lead is qualified
Send instant UChat notifications to sales reps whenever a Vtiger CRM lead or opportunity is updated.
🔀
Route records based on chat responses
Send different sub flows or create specific Vtiger CRM opportunities depending on user inputs.
🔄
Keep contact information updated across platforms
Automatically update Vtiger CRM contact records whenever variable values change in UChat.
🔍
Search existing users before creating duplicates
Look up user IDs or email addresses in Vtiger CRM before creating new records from chat interactions.
🏷️
Manage tags and segments seamlessly
Add or remove tags in UChat based on Vtiger CRM contact creation or stage updates.
🌐
Extend chat data to external marketing tools
Pass UChat subscriber lists managed in Vtiger CRM directly into Mailchimp for email campaigns.
And much more...

Who is UChat + Vtiger CRM integration for?

Sales, marketing, and support teams eliminate manual data entry by connecting chatbot conversations directly to customer relationship management pipelines.

Performance Marketers
Performance Marketers
Sales Managers
Sales Managers
Account Managers
Account Managers
Support Team Leads
Support Team Leads
Business Development Reps
Business Development Reps
Revenue Operations Managers
Revenue Operations Managers
📈
Performance Marketers
You're running chat campaigns and ad funnels but your CRM records only update when someone manually exports data, so the conversion counts you're optimising against are always outdated — with this integration, every subscriber lands in Vtiger CRM instantly and your pipeline stays current.
Sales Managers
You need to reach out to inbound prospects immediately, but chat leads sit unassigned until someone checks the inbox hours later — connecting these apps means every new bot subscriber creates a Vtiger CRM contact right away so your reps can follow up without delay.
🤝
Account Managers
You answer to clients who want to see prompt follow-ups and updated interaction histories, but manual logging leads to missing conversation notes — automating both apps means every chat detail is logged directly against the right account record.
📊
Support Team Leads
The volume of inbound chatbot inquiries is too high for anyone to keep up by hand, resulting in lost ticket details and frustrated customers — this integration means every support conversation syncs automatically into Vtiger CRM for complete tracking.
🔄
Business Development Reps
You own the outreach stage and depend on chatbots to qualify prospects before you step in, but handoffs get missed in transit — automating both apps means qualified leads appear in your CRM pipeline the moment the chat finishes.
🗂️
Revenue Operations Managers
You need a reliable history of customer interactions across chat and sales channels, but keep finding gaps where chat logs were never saved to the CRM — with this integration, every touchpoint is recorded accurately and consistently.
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 + UChat

Build and manage your Vtiger CRM + UChat 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 + UChat 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?

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Frequently Asked Questions

How do I connect UChat to Vtiger CRM?
Frequently Asked Questions
You can connect UChat and Vtiger CRM instantly using 1-click automations on Integrately alongside tools like Facebook Lead Ads and Slack. Use the ready template or ask Integrately AI to build the automation and map the fields.
Can I automatically create Vtiger CRM contacts from UChat chat subscriptions?
Frequently Asked Questions
Can I connect UChat, Vtiger CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for UChat and Vtiger CRM?
Frequently Asked Questions
How does UChat handle subscriber data transfer to Vtiger CRM?
Frequently Asked Questions
Can Vtiger CRM ticket updates trigger messages in UChat?
Frequently Asked Questions
Do I need coding skills to automate UChat and Vtiger CRM?
Frequently Asked Questions
Is the UChat and Vtiger CRM integration free?
Frequently Asked Questions
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