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Mailpro Integrations > CRM > Vtiger CRM

Vtiger CRM INTEGRATION WITH MAILPRO™


AVAILABLE TRIGGERS

New Contact

Contact Created or Updated

Lead Created or Updated

New Case

New Event

New Invoice

New Lead

New Opportunity

New Organization

New Product

New Service

New Ticket

New Todo

Opportunity Created or Updated

AVAILABLE ACTIONS

Add/Update Subscriber

Create Email Campaign

Send Email Campaign

Unsubscribe Email

Add Subscriber to TAG

Create Case

Create or Update Contact

Create Event

Create or Update Lead

Create or Update Opportunity

Create Organization

Create Product

Create Service

Create Ticket

Create Todo

About Vtiger CRM

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.

FEATURES

Use this zap to add new Vtiger CRM contacts to your Mailpro contacts and automatize email communication.

Here are some ways to use Vtiger CRM with Mailpro:

You can add new Vtiger CRM contact to Mailpro. Send new Vtiger CRM contact a personalized welcome email from Mailpro. Add new Vtiger CRM contact to your Mailpro email newsletter.

SETUP

In order to use Mailpro with Vtiger CRM through Zapier you are required to have a Mailpro account, a Zapier account, and of course a Vtiger CRM account to make a successful connection with Mailpro.

  1. The first thing you'll need to do is login into Zapier either with a Google account, Facebook account or with an email and password. If you don’t have a Zapier account, you can create one.
    Setup Vtiger CRM 1
  2. After you login you can look for Mailpro in the search bar on top of the page, to find all Mailpro’s zaps or templates we already created. You can also click on the “Make a Zap” button and in the resulting page look for Vtiger CRM to start a Trigger event that will execute an Action in Mailpro.
  3. First you will need to select the Trigger event in Vtiger CRM, and then you will be asked to Sign in to Vtiger CRM and grant access to your account by providing an API Key (in the Preferences page of your Vtiger account, from the User Advanced options), in order to get the information needed for the zap to work, and share data with Mailpro. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup Vtiger CRM 2
  4. Next you may be asked to finish setting up options for the Trigger event to work. You can verify that the connection is working and then you click in the “Continue” button.
    Setup Vtiger CRM 3
  5. Then you will have to select the Action event in Mailpro, and you will be asked to sign in to Mailpro and grant access to your account, in order to access the information needed for the zap to work, and receive data from the other application. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup Vtiger CRM 4
  6. After you sign in to Mailpro you may be asked to finish setting up options for the Action event to work. It could be associated to contacts, messages or SMS. Depending of each type of information, just follow the steps and instructions presented. You can verify that the connection is working and then you click in the “Done” button.
  7. At the end of the setup process you need to activate the zap in order for it to start working.

Mailpro is right now in early access mode with Zapier (beta integration), so if you want to use Mailpro in your Zaps, you will have to accept an invitation in the following link:
Accept the invitation

Mailpro

ABOUT MAILPRO

Mailpro is an online Email and SMS marketing solution. It lets you create professional looking newsletters in minutes for your customers with our +560 free responsive templates. Then you can send your newsletter to thousands of email contacts in few seconds with simple steps. After this you can track the effectiveness of your email campaigns with our detailed statistics and make strategic decisions to achieve a successful Email and SMS marketing plan.

For more information visit mailpro.com


Zapier

ABOUT ZAPIER

Zapier is a web automation service. With Zapier you can build Zaps which can automate parts of your business. A Zap (or connection) is a blueprint for a task you do repeatedly, that may involve complex setup or requires several steps to be accomplished.

Zapier allows you to work more efficiently by connecting the online web apps you use with Mailpro to create automated tasks, and get more out of your data using an easy drag-and-drop interface.

For more information visit zapier.com

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