Vtiger CRM + TaskAGI

Automate your entire CRM pipeline

Connect Vtiger CRM to TaskAGI and eliminate manual data entry across sales, marketing, and support. Sync leads to contacts, auto-create accounts, and trigger workflows based on customer activity.

Connect Vtiger CRM

Available Operations

Actions you can perform with Vtiger CRM

Get Accounts

Retrieve account records from Vtiger CRM

Create Account

Create a new account record in Vtiger CRM

Get Contacts

Retrieve contact records from Vtiger CRM

Create Contact

Create a new contact record in Vtiger CRM

Get Potentials

Retrieve potential (opportunity) records from Vtiger CRM

Create Potential

Create a new potential (opportunity) record in Vtiger CRM

Get Leads

Retrieve lead records from Vtiger CRM

Create Lead

Create a new lead record in Vtiger CRM

Use Cases

Real-world automations you can build today

Auto-sync leads

New leads automatically flow into Vtiger and trigger follow-up workflows.

Create contacts instantly

Convert leads to contacts and accounts in Vtiger without leaving your workflow.

Build deal pipelines

Auto-create potentials in Vtiger based on customer actions or form submissions.

Sync data across tools

Connect Vtiger with email, forms, webhooks, and 500+ other apps for complete data flow.

How It Works

Get started in minutes

Connect

Paste your Vtiger API key into TaskAGI and authenticate your CRM account.

Configure

Choose which Vtiger operations you need—create leads, sync contacts, fetch accounts, etc.

Build

Create workflows that trigger on events, map data fields, and set conditions for your automation.

Deploy

Activate your automation and watch Vtiger data sync and records create in real-time.

Frequently Asked Questions

How do I connect Vtiger CRM?

Authorize TaskAGI in your Vtiger account via API key. Once connected, all your Vtiger data becomes available for automations.

Can I create multiple record types?

Yes. You can create accounts, contacts, leads, and potentials in a single workflow or based on conditions.

What data can I pull from Vtiger?

You can retrieve accounts, contacts, potentials, and leads with all their fields and custom attributes.

Is there a limit on automation runs?

No limits per integration. You pay based on your TaskAGI plan, which covers unlimited Vtiger operations.