Connect Vtiger CRM and Salesforce integrations
Connect Vtiger CRM and Salesforce with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Vtiger CRM and Salesforce 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.
Triggers when a record is created or updated.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Performs an arbitrary authorized API call.
Performs an arbitrary authorized API call, with a personalized base URL.
Posts a message to a chatter feed.
Updates an existing record in an object.
Upserts a record.
Retrieves all bulk data jobs in the organization.
Lists or searches for records in an object using filter or SOQL query.
Searches for records in an object using SOSL query.
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Build your Vtiger CRM and Salesforce integrations.
Create custom Vtiger CRM and Salesforce workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record.
Creates a new record in an object.
Deletes a record.
Deletes a record.
Downloads an attachment or a document.
Return the data of a specified record of selected module.
Gets a specified record in an object.
Popular Vtiger CRM and Salesforce workflows.
Looking to get more out of Vtiger CRM and Salesforce? With Make you can visually integrate Vtiger CRM and Salesforce 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 ->Capture Facebook leads and add them to Google Sheets and Salesforce
Capture new leads from Facebook Lead Ads and automatically add them to Google Sheets and Salesforce for streamlined data management and follow-up.
TRY IT ->Send Salesforce records via email using Google Email
Automatically email Salesforce records using Google Email. Extract data from Salesforce, send via HTTP, and deliver directly to your inbox.
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 ->Get Business Data for Salesforce leads with DataForSEO
Automatically enrich your Salesforce leads with comprehensive business details from Google using DataForSEO API and Make. Effortlessly access critical information such as business name, description, categories, rating, address and contact details, and more. Use these insights to personalize your outreach, optimize campaigns, and make data-driven decisions. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/1aziLp2qnouZ6b9s8KlTmTJ-R86zNemjmOyCHH47lSJc/edit?usp=sharing).
TRY IT ->Get Traffic Stats for Salesforce leads with DataForSEO
Boost your Salesforce lead management with DataForSEO Search Traffic Stats. Get accurate search traffic data to prioritize efforts and improve sales outcomes. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/19LziHpWt2hkO5vBXZH0ed2BDdZ1Kb8wYzF7OxQKOoZ8/edit?usp=sharing).
TRY IT ->Send Conversion Events to LinkedIn Conversions API from Salesforce
Use this template to send offline conversion events from Salesforce to LinkedIn Ads. To properly configure the template, watch the how-to video [here](https://youtu.be/a3RWHu4xht4).
TRY IT ->Update Salesforce records using data from a custom webhook
Automatically update Salesforce records with data from a custom webhook, ensuring your CRM stays current with real-time information from external sources.
TRY IT ->List and update Salesforce records automatically
Automatically list and update Salesforce records with this template. Streamline your Salesforce data management by listing records and updating them effortlessly.
TRY IT ->
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