Vtiger CRM integration
Vtiger all-in-one CRM empowers you to align your marketing, sales and support teams with unified customer data powered by One View.
What your agents can do with Vtiger CRM
1 pre-built Vtiger CRM tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Triggers (1)
New Lead Created
Emit new event when a new lead is created in VTiger CRM.
Set up Vtiger CRM in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Vtiger CRM account
In Relevance AI, open Integrations and add Vtiger CRM, then paste your API key. You will find it in your Vtiger CRM account settings.
Use Vtiger CRM in an agent
Create a tool, add a Vtiger CRM tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Vtiger CRM to work in your agents
Connect Vtiger CRM alongside 1,800+ other integrations and let your agents run the busywork.