Connect vtiger and Privyr to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for vtiger
Choose an Action
Automatically do this!
Create Client
Enable Integrations or automations with these events of vtiger and Privyr
Enable Integrations or automations with these events of vtiger and Privyr
Actions
Create Client
Creates a new client
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your vtiger and Privyr accounts to viaSocket. Once connected, you can set up a workflow where an event in vtiger triggers actions in Privyr (or vice versa).
Absolutely. You can customize how vtiger data is recorded in Privyr. This includes choosing which data fields go into which fields of Privyr, setting up custom formats, and filtering out unwanted information.
The data sync between vtiger and Privyr typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between vtiger and Privyr. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About vtiger
Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.
Learn MoreAbout Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
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