Features available with Vtiger integration:
- Vtiger CRM provides sales, marketing, and support teams with the opportunity to learn more about their customers and build lasting relationships.
- Staff can create Ticket/Opportunities/Projects.
- You can see the created Ticket/Opportunities/Projects in vitiger account
In order to integrate Vtiger with this system follow the following steps:
Step 1] Log-in to your vtiger account
Step 2] Click on top right corner on user then go to my preferences
Step 3] Copy the access key ( User Advanced Options >> Access Key).
Step 4] Login to the manage portal , Settings >> Integrations >> Vtiger
Domain: Select the domain on which you want to add this integration.
Portal url: Add vtiger portal url with '/' (ex. http://example.com/ )
User: Enter the user name of vtiger account
API key: Paste access key in API key input box
Create contacts in Vtiger: If you wants create contact in vtiger at the same time when contacts created in helpdesk then "Create contacts in Vtiger" radio button keep checked Yes else No
Status: Using this button you can enable or disable the integration with vtiger.
Step 5] After successfully integration vtiger option will display on ticket details page in drop down below the help icons menubar
Using this integration you can create Ticket/Opportunities/Porjects.