Connect Sage Business Cloud Accounting and Vtiger CRM integrations
Connect Sage Business Cloud Accounting and Vtiger CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Sage Business Cloud Accounting and Vtiger CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Watches for new or updated contact payments.
Watches for new customers.
Watches for new or updated products.
Watches for new or updated purchase invoices.
Watches for new or updated sales invoices.
Watches for new or updated sales quotes.
Watches for new or updated services.
Watches for new or updated stock items.
Creates a new record.
Deletes a record.
Return the data of a specified record of selected module.
Performs an arbitrary authorized API call.
Updates an existing record.
Retrieves records of selected module that match specified criteria.
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Build your Sage Business Cloud Accounting and Vtiger CRM integrations.
Create custom Sage Business Cloud Accounting and Vtiger CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a contact payment.
Creates a new customer contact.
Creates a new product.
Creates a new purchase invoice.
Creates a new record.
Creates a new sales invoice.
Creates a new sales quote.
Creates a new service.
Creates a new stock item.
Popular Sage Business Cloud Accounting and Vtiger CRM workflows.
Looking to get more out of Sage Business Cloud Accounting and Vtiger CRM? With Make you can visually integrate Sage Business Cloud Accounting and Vtiger CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Add new survey responses to Vtiger as objects
Streamline your data collection process by automatically transferring new survey responses from Survey Anyplace to your Vtiger CRM. This template ensures that every time a participant submits a response, their information is seamlessly added as a new object in Vtiger, allowing you to manage and analyze your survey data effectively. Enhance your customer relationship management and make informed decisions based on real-time feedback.
TRY IT ->Create new vtiger leads from Facebook Lead Ads submissions and retrieve lead details
Automatically convert Facebook Lead Ads submissions into detailed vtiger leads. Capture new leads and retrieve their details for streamlined CRM management.
TRY IT ->Create a new object in vtiger from a custom webhook trigger
Streamline your data management process by integrating custom webhooks with Vtiger CRM. This template allows you to automatically create a new object in Vtiger every time a custom webhook is triggered, ensuring that your CRM is always up-to-date with the latest information. Perfect for businesses looking to enhance their workflow efficiency and maintain accurate records without manual input.
TRY IT ->Add new Vtiger objects from Google Sheets rows
Streamline your data management process by automatically creating objects in Vtiger CRM whenever new rows are added to your Google Sheets. This template ensures that your CRM is always up-to-date with the latest information, enhancing your customer relationship management and improving your workflow efficiency. Simply set up your Google Sheets with the necessary data structure, and let Make handle the rest!
TRY IT ->Save new Sage Business Cloud Accounting invoices to a Google Sheets spreadsheet
Store all your invoice information from Sage directly on a Google Sheet for record purposes and for your team members to access it at any time instead of constantly logging into your Sage account.
TRY IT ->Create Sage invoices from Google Sheets data and send Slack notifications
Are you still manually creating invoices from data stored on a Google Sheet? This template handles that tedious task for you and also notifies the relevant people when its done.
TRY IT ->Created products in Sage Business Cloud Accounting from new WooCommerce products
Want to ensure your product list is kept up-to-date in your ecommerce app and Sage? Set up this template so that every new product you add to WooCommerce will instantly be created in Sage relieving you of this task.
TRY IT ->Create new customers or update existing ones in Sage from new accounts in Salesforce
If you want to keep your accounts in Salesforce synced with your Sage Business Cloud Accounting app, this scenario is what you need. If the customer already existing in Sage, the details will just be updated preventing any duplications.
TRY IT ->Save new customers from Sage Business Cloud Accounting to HubSpot CRM (avoid duplicates)
Want to sync your Sage customers with your CRM? Let Make do it for you by integrating Sage Business Cloud Accounting with HubSpot CRM. It also prevents duplicate customer profiles from being created.
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