How to integrate iRujul with Vtiger CRM?
In this section let us learn how to integrate iRujul with Vtiger CRM. To integrate iRujul with Vtiger, you need to copy the following from your iRujul account and paste in Vtiger CRM settings:- Base URL - Paste the copied iRujul base URL.
- Client ID
- Secret Key
You can integrate and use iRujul with Vtiger CRM in these two phases: - Step 1: Retrieving the iRujul Base URL
- Step 2: iRujul integration with Vtiger CRM
Step 1: Retrieving the iRujul Base URL Follow these steps to retrieve the iRujul base URL:- Log in to your iRujul account. The home page opens.
- Go to the address bar in your browser.
- Copy the iRujul base URL to a Notepad or a document. (Excluding https://)
Step 2: iRujul integration with Vtiger CRM
Follow these steps to integrate iRujul with Vtiger CRM:- Log in to your CRM account.
- Click the Main Menu.
- Click Essentials.
- Look for Lead & Contact Management.
- Click Contacts. (Or Inventory > Invoices or Products or Sales Orders )
- Click the Sync button in the List View. The Sync window opens.
- Under User level Connectors, look for iRujul.
Note: (If iRujul is unavailable under User level Connectors, click View available connectors in the Sync window.)- You will find the Sync Log and Settings buttons for iRujul.
- Click the Settings button. The iRujul Sync Settings screen opens.
- Under Sync Settings, enter:
- Base URL - Paste the copied iRujul base URL.
- Client ID
- Secret Key
Note: To fetch the Client ID and Secret Key you must reach out to iRujul Customer Support. - Click Save. If sync settings are saved successfully, the Success notification is displayed.
You have now successfully integrated iRujul with Vtiger CRM.