Vtiger CRM + WATI Integration

Integrate Vtiger CRM to WATI in one click, or tell Integrately AI how you want each lead handled. Capture contact details, send automated WhatsApp messages, update your CRM records, and track every customer interaction instantly.

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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
  • WATI
    Message is received in WATI Instant
  • WATI
    Reply is received to sent message in WATI Instant
  • WATI
    Contact is created in WATI
  • WATI
    Message is read in WATI Instant
  • WATI
    Message is delivered in WATI Instant
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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
  • WATI
    Send template message in WATI
  • WATI
    Send session message in WATI
  • WATI
    Create contact in WATI
  • WATI
    Update contact attributes in WATI

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Ready Workflows Ready Workflows for Vtiger CRM + WATI Integration

Capture leads, send template messages, update contact attributes, trigger follow-ups, all in just one click.

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

Send WATI message for new Vtiger CRM to do

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

Create Vtiger CRM to do for new WATI contact

In WATI, when you create a contact, it automatically creates a to do in Vtiger CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the to do associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Vtiger CRM + WATI Integration

Create WATI contact for new Vtiger CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Vtiger CRM - WATI integration, anytime a new Vtiger CRM contact is created, an WATI contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Vtiger CRM + WATI Integration

Send WATI message for new Vtiger CRM contact

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

Create Vtiger CRM contact for new WATI contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this WATI - Vtiger CRM integration, anytime a new WATI contact is created, an Vtiger CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Vtiger CRM + WATI flow

Route WhatsApp responses to spreadsheets, log transaction data, and alert your team in Slack. Pick a combination and activate it in one click.

Vtiger CRM
WATI
+
Google SheetsGoogle Sheets (5)
+
StripeStripe (4)
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
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SlackSlack (4)
V
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Add every new Vtiger CRM lead to Google Sheets and send a WhatsApp template message via WATI
New Vtiger CRM leads land in Google Sheets as spreadsheet rows while WATI sends an automated WhatsApp template message, keeping your pipeline updated.
V
G
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When a contact is updated in Vtiger CRM, update the matching Google Sheets row and send a WATI session message
Updated Vtiger CRM contact details sync to Google Sheets while WATI delivers a session message to keep communications current.
V
G
W
When a ticket is created in Vtiger CRM, log it in Google Sheets and update contact attributes in WATI
New support tickets in Vtiger CRM are recorded in Google Sheets and trigger WATI contact attribute updates automatically.
V
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When an invoice is created in Vtiger CRM, add it to Google Sheets and send a WATI payment notification template
New Vtiger CRM invoices are saved in Google Sheets while WATI sends a WhatsApp template message to the client.
V
C
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Use ChatGPT to summarise new Vtiger CRM leads, log them in Google Sheets, and send a WATI template message
ChatGPT summarises incoming Vtiger CRM lead data before saving it in Google Sheets and triggering a WATI WhatsApp message.

Supported triggers and actions for Vtiger CRM and WATI

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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WATI
WATI Triggers & Actions
Instant
Message is received in WATI
Triggers the automation when a new message is received
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Instant
Reply is received to sent message in WATI
Triggers the automation when a reply is received to a sent message
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Contact is created in WATI
Triggers the automation when a new contact is created
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Instant
Message is read in WATI
Triggers the automation when a message is read by the recipient
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Instant
Message is delivered in WATI
Triggers the automation when a message is delivered
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Send template message in WATI
Sends a reply
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Send session message in WATI
Sends a session message
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Create contact in WATI
Adds a new contact to the database
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Update contact attributes in WATI
Updates contact information with new details
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What can you automate with Vtiger CRM + WATI?

Streamline your customer relationships and WhatsApp messaging workflows with powerful, automated actions.

What you can automate?
🚀
Automate lead nurturing from CRM to WhatsApp
Trigger instant WATI WhatsApp template messages the moment a new lead is created in Vtiger CRM, ensuring rapid prospect engagement.
📋
Capture every submitted contact attribute
Map all available contact fields and custom attributes between Vtiger CRM and WATI without leaving out critical prospect details.
🔔
Alert your team the moment inquiries arrive
Notify sales and support staff immediately in Slack or via CRM tasks whenever new customer messages or tickets come in.
🔀
Route communications based on submitted fields
Send different WhatsApp message templates or assign specific CRM opportunities depending on the criteria submitted by the user.
🔄
Keep your CRM and messaging platform synchronized
Automatically update contact attributes and deal stages in Vtiger CRM whenever customer interactions happen in WATI.
🔍
Search and update records to prevent duplicates
Search for existing contacts by email or phone before creating new records, keeping your database clean and organized.
💳
Handle payment and subscription status changes
Update Vtiger CRM accounts and send automated WhatsApp billing notifications whenever subscription or invoice events occur.
📊
Extend your workflow to Google Sheets
Log every CRM record and WhatsApp interaction automatically into Google Sheets for comprehensive reporting and data review.
And much more...

Who is Vtiger CRM + WATI integration for?

Sales professionals, customer support managers, and operations teams who rely on Vtiger CRM and WATI can eliminate manual data entry and streamline customer communications effortlessly.

Performance marketers
Performance marketers
Customer support managers
Customer support managers
Account executives
Account executives
Sales operations leads
Sales operations leads
Customer success reps
Customer success reps
Operations directors
Operations directors
📈
Performance marketers
You're running campaigns across multiple lead generation channels but your CRM counts only update when someone manually exports data, so the conversion metrics you're optimising against are always outdated — this integration means every new lead triggers automated messaging instantly and your pipeline stays current.
Customer support managers
You manage incoming client inquiries on WhatsApp but find out about urgent support tickets too late, leaving customers waiting for initial responses — connecting these apps means every new ticket generates instant team alerts and automated acknowledgements.
🤝
Account executives
You answer to clients who want immediate progress updates on their deals and onboarding statuses, but manual logging creates frustrating delays — automating both apps means every stage change updates customer communication channels in real time.
📊
Sales operations leads
The volume of incoming leads and inquiries is too high for your team to keep up with by hand, leading to missed follow-ups and lost revenue opportunities — automating both apps means every prospect receives immediate engagement without manual sorting.
🔄
Customer success reps
You own the onboarding stage and depend on sales reps to hand over closed deals correctly, but incomplete notes cause onboarding friction — this integration means client profiles and chat histories sync automatically for seamless handovers.
📋
Operations directors
You need a reliable history of all customer interactions and financial transactions, but manual data entry keeps leaving critical gaps in your records — automating both apps means every record and message is logged accurately without omissions.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Vtiger CRM + WATI

Build and manage your Vtiger CRM + WATI 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 + WATI 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 Vtiger CRM to WATI?
Frequently Asked Questions
You can connect Vtiger CRM to WATI easily in just one click using ready templates on Integrately. Choose a pre-built workflow, connect your accounts, and activate it instantly or ask Integrately AI to build custom sequences with Google Sheets, Slack, and 1,500+ apps.
Can I automatically send a WATI template message when a lead is created in Vtiger CRM?
Frequently Asked Questions
Can I connect Vtiger CRM, WATI, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Vtiger CRM and WATI?
Frequently Asked Questions
How does Vtiger CRM handle contact updates with WATI?
Frequently Asked Questions
Can WATI trigger actions in Vtiger CRM when a message is received?
Frequently Asked Questions
Do I need coding skills to automate Vtiger CRM and WATI?
Frequently Asked Questions
Is the Vtiger CRM and WATI integration free?
Frequently Asked Questions
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You Can Also Connect Vtiger CRM or WATI With 1500+ Other Apps

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WATI
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Sync WATI with messaging, communication, and support platforms to streamline customer engagement across channels.
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WATI Integrations arrow right
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