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How to connect vTiger HTML with LeadsBridge

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Integrate vTiger HTML with LeadsBridge

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Intro

Vtiger CRM is online customer relationship management software that helps you track and nurture customers across marketing, sales, and customer service.

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

Connect vTiger HTML integration

Before you start

  1. Head over to the left sidebar and click on the Create new Bridge button
  2. Select your integrations in the selectors
  3. Click on the Continue button at the bottom right

Authorize vTiger HTML integration

Setup your vTiger HTML integration

  1. Click on Connect vTiger HTML
  2. Click on Create new integration to connect your vTiger HTML (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 HTML integration
  4. Fill field to connect vTiger HTML with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this vTiger HTML 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 HTML is connected, you can continue with the set-up of your bridge

Configuration details for vTiger HTML

Other Info

How can I find the HTML form? Login to you VTiger account and follow the steps on their official documentation [https://helpdocs.vtiger.com/docs/webforms]

Which entity concepts we support for vTiger HTML

With LeadsBridge you may use these entity concepts for vTiger HTML.

  1. Contact

    Contact can be represented as a qualified sales lead. Contacts differentiate qualified customers from the huge list of unqualified customers. Contacts also represent the people that are conducting business with you. They could be acting individually or representing an Organization. ( Learn more)

Which segmentation concepts we support for vTiger HTML

With LeadsBridge you may use these segmentation concepts for vTiger HTML.

  1. Form

    Vtiger Webforms allows you to customize and personalize them according to your business requirements and embed them within website to capture leads landing up on your website. Visitors providing details on website through the embedded webforms are automatically added as a lead into Vtiger CRM. ( Learn more)

Do you need help?

Here some additional resources: