How to integrate Vtiger CRM with Magento 2 - This is a question that most store owners are looking for. In this post, we will help you anwser it. After of all, let’s find out what Vtiger CRM is and what its benefits are for ecommerce stores.
Launched in 2004, Vtiger CRM is a CRM software application that helps your business function more efficiently as well as manage data and avoid duplication of data. Besides that, it offers great features to customers like email marketing, project management, inventory management, and sales automation capabilities. Vtiger CRM also helps shop owners build strong relationships with customers.
In addition, Vtiger CRM is a great application to bring the best experience to customers. The ultimate goal of Vtiger CRM is to satisfy customers by bringing great value and benefits to them.
After logging into Zapier, choose
Make a Zap to start integrating
Magento 2.xso that Zapier can get all data from your store.
select Magento 2.x Triggerfield and click on
connect an Accountin
select Magento 2.x accountfield. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:
Save + Continue.
Choose an Action Appfield, choose
Vtiger CRMand click on
Select Vtiger CRM Actionfield. After selecting, click on
Next, you need to
select Vtiger CRM account. Please click on
Connect an Account.
Now, your screen will display as the following image. Next, please enter
AccessKey that is found on the Vtiger CRM account, then click on
set up Vtiger CRM Contact. Now, please enter all required fields on page, then choose
A Test contact was sent to Vtiger CRM. Finally, choose
Finishand set the
name your zapto complete.