Vtiger CRM + WhatsRise Integration

Connect Vtiger CRM to WhatsRise - Automate your workflows in 1-click

Make use of Vtiger CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up WhatsRise automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Get the best of both with Integrately’s Vtiger CRM + WhatsRise integration.

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Ready Workflows For Vtiger CRM + WhatsRise Integration

Just click on the workflow you want to automate

Send WhatsRise message for new Vtiger CRM contact

Anytime a new contact is added to your Vtiger CRM, automatically send them a message through WhatsRise 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 - WhatsRise 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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Send WhatsRise message for new Vtiger CRM account

Vtiger CRM + WhatsRise Integration

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Send WhatsRise message for new Vtiger CRM to do

With this Vtiger CRM - WhatsRise integration, whenever a new to do is created in Vtiger CRM, message will be sent via WhatsRise. 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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Create Your Own Vtiger CRM & WhatsRise Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created/updated in Vtiger CRM
Automatically generates a new account
To Do is created/updated in Vtiger CRM
Triggers the automation whenever a To Do is created or updated
Account is created/updated in Vtiger CRM
Triggers the automation whenever any account is created or updated
Ticket is created/updated in Vtiger CRM
Triggers the automation whenever a ticket is created or modified
Opportunity is created/updated in Vtiger CRM
Case is created/updated in Vtiger CRM
Triggers the automation whenever a contact is created or updated
Service is created/updated in Vtiger CRM
Event is created/updated in Vtiger CRM
Triggers the automation whenever any invoice is added or modified
Product is created/updated in Vtiger CRM
Triggers the automation whenever a product is created or updated
Invoice is created/updated in Vtiger CRM
Triggers the automation whenever any opportunity is created or updated
Quote is created/updated in Vtiger CRM
Triggers the automation whenever a new sales order is created or updated
Sales Order is created/updated in Vtiger CRM
PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation whenever a purchase order is created or updated

Update account in Vtiger CRM
Automatically sends a Vybit notification
Search account in Vtiger CRM
Automatically updates an existing account
Update opportunity in Vtiger CRM
Automatically updates an existing opportunity
Search opportunity in Vtiger CRM
Automatically searches for an opportunity
Update contact in Vtiger CRM
Automatically updates an existing contact
Create contact in Vtiger CRM
Automatically adds a new contact to the database
Search contact by phone in Vtiger CRM
Automatically searches for a opportunity
Create todo in Vtiger CRM
Triggers the automation whenever any event is created or updated
Create account in Vtiger CRM
Create product in Vtiger CRM
Automatically generates and launch new products
Create opportunity in Vtiger CRM
Automatically creates a new instance of the support system
Search contact by email in Vtiger CRM
Automatically finds and retrieves contact information using their email address
Create case in Vtiger CRM
Automatically generates a new case entry
Create service in Vtiger CRM
Automatically creates a new to-do item
Create module record in Vtiger CRM
Automatically creates a new record in a module
Create event in Vtiger CRM
Automatically adds a new contact to the contact list
Create ticket in Vtiger CRM
Automatically generates a new ticket
Send text in WhatsRise
Add member to group in WhatsRise
Automatically creates a new group based on particular criteria
Remove member from group in WhatsRise
Automatically share the particular file with a designated recipient
Send text message to group in WhatsRise
Automatically sends a reply
Send file message to group in WhatsRise
Automatically sends a reply
Create instance in WhatsRise
Automatically creates a new instance of the support system
Create group in WhatsRise
Send file in WhatsRise
Automatically sends a file message to a group

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Integrate Vtiger CRM & WhatsRise In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Vtiger CRM or WhatsRise With 1200+ Other Apps

Easily manage your sales, marketing and customer support with Vtiger CRM. Reach out to leads in no time, convert prospects into customers and help customers achieve their goals with this easy-to-use solution.

See Vtiger CRM Integrations

WhatsRise is the ulitmate platform that helps you make money with your WhatsApp Business. This bot enables you to manage client enquiries, activity logs and automatically sync your WhatsApp Business account with this CRM.

See WhatsRise Integrations