How to integrate Vtiger CRM with Magento 2 via Zapier

Vanessa avatar
Vanessa December 04, 2018

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How to integrate Vtiger CRM with Magento 2 via Zapier

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.

How to integrate Vtiger CRM with Magento 2

To integrate Vtiger CRM

  • Step 1: Sign up the Zapier account
  • Step 2: Sign up the Vtiger CRM account
  • Step 3: Integrate Magento 2.x
  • Step 4: Integrate Vtiger CRM for your Magento 2 store

Step 1: Sign up the Zapier account

Step 2: Sign up the Vtiger CRM account

After logging into Zapier, choose Make a Zap to start integrating

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Step 3: Integrate Magento 2.x

  • In this step, choose Magento 2.x so that Zapier can get all data from your store.

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  • Then, choose New Customer in select Magento 2.x Trigger field and click on continue.

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  • After that, you need to connect an Account in select Magento 2.x account field. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:

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  • After generating your Magento 2.x account, the screen will display as an image below. Then, choose Save + Continue.

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  • Wonderful! You have just tested Magento 2.x successfully. Please continue doing the next step.

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Step 4: Integrate Vtiger CRM

  • In Choose an Action App field, choose Vtiger CRM and click on Continue.

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  • Then, you need to choose one of the options in the drop-down list of Select Vtiger CRM Action field. After selecting, click on continue.

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  • 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 Domain, Username and AccessKey that is found on the Vtiger CRM account, then click on Yes, Continue.

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  • Next, you must set up Vtiger CRM Contact. Now, please enter all required fields on page, then choose continue box.

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  • Wow, you have tested Vtiger CRM successfully. A Test contact was sent to Vtiger CRM. Finally, choose Finish and set the name your zap to complete.

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  • Your Zap is working and it will auto-check for your Magento 2.x new customer.

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  • After all, you have just done the integration and the result is as an image below:

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  • Now, you have just integrated Vtiger CRM with Magento 2.
  • Good Luck ^^


Vanessa
Vanessa
Vanessa is content marketing at Mageplaza. Vanessa is a content marketing creator at Mageplaza. As an ordinary customer, already had a special interest in online shopping, and up to now, has spent more than two years discovering online distribution channels as well as E-commerce platforms.

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