Integrate Vtiger CRM with Retently

Trigger NPS/CSAT surveys after support ticket resolutions or significant account updates, sync customer profiles and contact information between Vtiger CRM and Retently, and utilize survey feedback to enhance customer service strategies.

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About Vtiger CRM

Vtiger CRM is a customer relationship management platform that allows users to manage leads, contacts, opportunities, and support tickets. It facilitates the creation and updating of various items within the CRM system.

Vtiger CRM logoRetently

Vtiger CRM to Retently

1

Contact Created or Updated

Triggers when a new contact is created or existing lead is updated.
2

New Case

Triggers when a new Case is created.
3

New Event

Triggers when a new event is created.
4

New Lead

Triggers when a new Lead is created.
5

New Organization

Triggers when a new Organization is created.
6

New Service

Triggers when a new Service is created.
7

New Todo

Triggers when a new todo is created.
8

Lead Created or Updated

Triggers when a new lead is created or existing lead is updated.
9

New Contact

Triggers when a new contact is created.
10

New Invoice

Triggers when a new Invoice is created.
11

New Opportunity

Triggers when a new Opportunity is created.
12

New Product

Triggers when a new Product is created.
13

New Ticket

Triggers when a new Ticket is created.
14

Opportunity Created or Updated

Triggers when a new opportunity is created or existing opportunity is updated.
RetentlyVtiger CRM logo

Retently to Vtiger CRM

1

Create Case

Creates a new Case.
2

Create Event

Creates a new Event in Vtiger.
3

Create or Update Opportunity

Creates or updates opportunity.
4

Create Product

Creates a new Product in Vtiger.
5

Create Ticket

Creates a new Ticket.
6

Create or Update Contact

Creates or updates contact.
7

Create or Update Lead

Creates or updates lead.
8

Create Organization

Creates a new Organization/Account/Company.
9

Create Service

Creates a new Service item in Vtiger.
10

Create Todo

Creates a new To do in Vtiger.

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