Integrate vTiger with LeadsBridge

Intro

Vtiger is a customer relationship management tool, designed to help businesses engage their customers, in order to increase sales and conversions.

In this article, you'll learn how to connect your LeadsBridge account with vTiger.

Connect vTiger integration

Before you start

Authorize vTiger integration

Setup your vTiger integration

1. Click on Connect vTiger
2. Click on Create new integration to connect your vTiger (or select an existing one from the dropdown if you already connected it)
3. A popup wil be opened where you can authorize the vTiger integration
4. Fill URL, Username, Password, Access Key field to connect vTiger with LeadsBridge
5. Click on the Authorize button
6. You can choose a name for this vTiger and LeadsBridge integration (you can also edit it later)
7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
8. Now that your vTiger is connected, you can continue with the set-up of your bridge

Configuration details for vTiger

How to get URL, Username, Password, Access Key

Enter the same Username and Password you use to log into your Vtiger CRM account.

To locate Access Key, first you need to login to VTiger:
1. Click on the user icon and My Preferences
2. Scroll down and the Access Key will be under User Advanced Options (on your user profile)

Which entity concepts we support for vTiger

With LeadsBridge you may use these entity concepts for vTiger.

1. Lead

   Leads are people interested in your product or your service.

Which segmentation concepts we support for vTiger

With LeadsBridge you may use these segmentation concepts for vTiger.

1. Lead Source

   Lead sources are the sources where your leads come from.

Do you need help?

Here some additional resources:

• LeadsBridge KNOWLEDGE BASE
• Contact support from your account clicking on the top right Support button