GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Vtiger allows businesses to convert valuable leads into actual customers, providing statistics to help sales and support teams decide on best future strategies. The all-in-one CRM helps grow sales, deliver better customer service, and improve marketing reach. Below you'll find detailed information, specifically for Vtiger integrations.
Supported Vtiger Integrations
We simply ask your login details and your permission. To Authorize your Vtiger account, we need your Domain, to be found in the URL and your username and Access key of your Vtiger account, which can be retrieved in ‘My preferences’.
We also support self-hosted open-source Vtiger deployments.
The terms and conditions with regards to self-hosted apps can be found here.
If you already authorized Vtiger account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts or Leads before proceeding to the configuration page.
Learn more about syncing Leads here.
Supported Conditions/Filters [IF]
- Happiness Rating
- Lead Source
- Opted In/Out from Emails
- Conversion from Lead
- Portal User
- Field values (INCLUDING CUSTOM FIELDS)
- Already existing in the app you sync with
Supported Actions [THEN]
- Adding/Removing Tags
- Opt In/Out from Emails
- Mark/Unmark as Portal User
- Update Happiness Rating
- Update Lead Source
- Updating field values (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Vtiger fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B
Customizable Field Mapping
You can custom map your Vtiger Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE.
Currently, there are no KWCommand integrations on the PieSync platform that support our deletions sync.
Currently, there are no KWCommand integrations on the PieSync platform that support our unsubscribes sync.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - firstname.lastname@example.org. Don't forget to read our blog for the latest in productivity, apps, and technology!