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Upgrade.chat logo
Vtiger logo

Connect Upgrade.chat to Vtiger

Automate workflows and sync data between Upgrade.chat and Vtiger with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Upgrade.chat & Vtiger?

Intelligent Automation Workflows

Leverage 3 available triggers from Upgrade.chat to execute 7 targeted actions in Vtiger automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Upgrade.chat and Vtiger perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Upgrade.chat and Vtiger for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Upgrade.chat logo

Upgrade.chat

Triggers (3)

New Lead

Triggers when a new lead is created

webhook
New Payment

Triggers when a new payment is created

webhook
New Subscription

triggers when a new subscription is created

webhook

Actions (6)

Add or Update Contact

Creates a new contact.

Auth Required
Add or Update Contact (Extended)

Adds or updates a contact (extended version)

Auth Required
Add or Update Subscription

Creates a new subscription.

Auth Required
Create Invoice

Creates a new invoice in the CRM.

Auth Required
Create Product

Creates a new product in the CRM

Auth Required
Get Contact Details

Get Contact Details

Auth Required
Vtiger logo

Vtiger

Triggers (1)

New or Updated Record

Triggers when a new record is introduced or a record is updated.

polling

Actions (7)

Get Record

Get a Record by value

Auth Required
Create Record

Create a Record

Auth Required
Delete Record

Delete a Record

Auth Required
Custom API Call

Performs an arbitrary authorized API call.

Auth Required
Query Records

Query records by SQL statement.

Auth Required
Update Record

Update a Record

Auth Required
Search Records

Search for a record.

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Upgrade.chat trigger → Create/Update in Vtiger

Most Popular
Upgrade.chatUpgrade.chat

New Lead

VtigerVtiger

Get Record

When Vtiger trigger → Update Upgrade.chat

Bi-directional
VtigerVtiger

New or Updated Record

Upgrade.chatUpgrade.chat

Add or Update Contact

How It Works

1

Connect Apps

Authenticate your Upgrade.chat and Vtiger accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Upgrade.chat and Vtiger with 4 available triggers for instant updates.

Automated Actions

Execute 13 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Upgrade.chat and Vtiger in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Upgrade.chat and Vtiger with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Ready to Connect Upgrade.chat & Vtiger?

Join thousands of users automating their workflows with Mazaal AI