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How To Integrate Vtiger CRM With Magento 2?

Many store owners face problem when it comes to integration between Vtiger CRM and Magento 2. In this post, we have covered all your queries.

Let’s find out what Vtiger CRM is and what are its benefits?

What is Vtiger CRM?

Vtiger CRM was launched in 2004. It’s a software application that helps businesses function more efficiently and it also manages data and avoids duplication of data. Apart from that it offers great features to customers like email marketing, project management, inventory management, and sales automation capabilities. Vtiger CRM helps shop owners build strong relationships with their customers.

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

  • Signup Zapier

Step 2: Sign up the Vtiger CRM account

  • Signup Vtiger CRM
  • After signup, log in into Zapier, choose Make a Zap  to start integration

Step 3: Integrate Magento 2.x

  • In this step, choose Magento 2.x so that Zapier can get all data from your store.
  • Then, choose New Customer  in select Magento 2.x Trigger  field and click on save+continue.

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

  • After creating your Magento 2.x account your screen will display as an image below. Then, click on Save + Continue.
  • Great! You have just tested Magento 2.x successfully. Please continue doing for the next step.

Step 4: Integrate Vtiger CRM

  • In Choose an Action App  field, choose Vtiger CRM  and then click on Continue.
  • Then, you need to choose one of the options from the drop-down list of Select Vtiger CRM Action  field. After selecting, click on continue.
  • Next, you need to select Vtiger CRM account. Please click on Connect an Account.
  • Now, your screen will display as the following image. Next, make sure to enter Domain, Username and AccessKey that is found on the Vtiger CRM account, then click on Yes, Continue.
  • Further, you must set up Vtiger CRM Contact. Now, please enter all required fields on page, then choose continue  box.
  • Wonderful, 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.
  • Your Zap is working and from now it will auto-check for your Magento 2.x new customer.
  • So in this way the integration is done and the result is as an image below:

Vtiger CRM is a great application which will provide the best experience to customers. The ultimate purpose of Vtiger CRM is to satisfy customers by bringing great value and benefits to them. Now it’s time for you to try integration between Vtiger CRM and Magento 2. If you still failed to integrate, then hire Mage Monkeys for the Magento integration service.

Fill the form below if you need us to connect your Magento store with Vtiger CRM





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    Eshika Is a bibliophile and conversationalist. Her life revolves around writing , photography, presentation and repeat. "go with the Flow" is her approach in life.

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