If you’re like most of our customers your business uses a few software apps to get things done. Your sales team might use join.me for screen sharing with customers, while your accounting team uses Xero for accounting, and (of course!) everything comes together with Vtiger as the hub of your customer relationships and engagements. That’s because after all, no single app does everything perfectly.
Chances are, too, that where work in one application ends, work in another begins – if you mark a quote as accepted in Vtiger, for example, it might mean it’s time to create an invoice in Xero. Unfortunately, except for the specific integrations available on Vtiger’s integrations page, automating actions between applications was previously impossible.
That’s about to change. Starting today, Vtiger’s integration with Zapier lets you seamlessly connect Vtiger with more than 400 applications connected to Zapier. Whether moving data between Vtiger and another application, or simply setting up rules-based triggers between apps, Zapier is the engine that makes it possible. That means you can automatically create a lead in Vtiger when someone comments on your Facebook page, a contact for every business card a sales rep scans, a new quote in your accounting software for every new opportunity created in Vtiger, or a ticket for every customer call. This transitively means more complete customer histories, more engaging conversations, and happier customers.
Let’s take a look at a case of how the hypothetical mid-sized event management business, Hayway Events, benefits from Zaps:
Hayway Events is a popular mid-sized event management company on the US West coast. Its events range from high profile weddings, to award ceremonies and seminars. While Hayway Events’ Event Director has enjoyed seeing the company’s revenue and headcount grow between 2010 and 2015, the billion-dollar event management industry has started to see a number of new entrants to the space. These entrants were armed with a plethora of tools and technology to improve the customer experience, as well as business efficiency, siphoning off market share from Hayway Events.
To stay ahead of the curve, Hayway upgraded its technology stack at every stage of business to improve the customer experience and task efficiency. Hayway’s marketing team promoted events and engaged customers on Facebook, Twitter, Instagram and LinkedIn.
The sales team used Clickdesk to chat with early stage prospects through their website.
The accounting team used Xero to create invoices and do accounting. The event management team used Eventbrite to create events, invite people, sell tickets, and collect feedback from attendees and hosts to improve service.
All teams used Slack for internal communication. And the customer service team brought it all together, using Vtiger CRM to get a complete picture of the customer history, and respond to tickets.
To integrate these disparate systems, Hayway’s Event Director implemented Zapier. With Zapier’s Zaps, the marketing team was able to automatically capture leads in Vtiger from various social channels. The sales team automatically picked up others from the company website, and because everything was in Vtiger, they were effectively nurtured without missing a beat. With zaps to trigger next steps after quotes were approved, and to create complete customer histories in Vtiger that support reps used to provide engaging, prompt service, Hayway Events’ future never looked brighter.
While the above example is fictitious, the benefits of connecting applications to streamline process and aggregate data are real. You can see other Vtiger integrations through Zapier, learn more about integrating Vtiger and other software applications through Zapier at our documentation page, or feel free to email us at [email protected].
P.S.: If you can’t find a Zap that you need, send us an email!
