FAQs in this section

What is IMI Mobile?

What are the prerequisites for using WhatsApp and IMI Mobile with Vtiger CRM?

How do I install the IMI Extension In Vtiger CRM?

What is a Lead Form?

What are Google Lead Form Extensions?

What is Integrating Google Lead Form Extensions with Vtiger CRM

What are the Benefits of Google Lead Form Extensions Integration?

What are the Prerequisites for Google Lead Form Extensions Integration?

What is the Installation process for Google Lead Form Extensions Integration?

What are the two platforms used for Google Lead Form Extensions Integration?

What is the Google Lead Form Extensions Integration process with Vtiger CRM?

What are the pivotal and mandatory details of Create your lead form used for Google Lead Form Extension Integration?

How to Retrieve the Webhook URL and Key from Vtiger CRM Google Leads page?

What to perform Field Mapping and complete Google Lead Form Extensions with Vtiger CRM?

What are Google Ads?

What is Webhook Url?

What is Google Key?

What is Ozonetel?

What is Ozonetel gateway in Vtiger CRM?

What are the prerequisites to integrate Ozonetel with Vtiger CRM?

Where is Ozonetel available in Vtiger CRM?

How are Ozonetel calls connected in Vtiger CRM?

What are the benefits of integrating Ozonetel with Vtiger CRM?

What are the key terminologies for Ozonetel integration with Vtiger CRM?

How to install the Ozonetel extensions Vtiger CRM?

How to integrate Ozonetel with Vtiger CRM?

How to configure Ozonetel Agent Login?

How to place outgoing phone calls using Ozonetel in Vtiger CRM?

How to receive incoming phone calls using Ozonetel in Vtiger CRM?

What are the call statuses in Vtiger CRM?

Can I sign into a Telnyx account using Gmail and Yahoo Ids?

What do you mean by SMS-enabled phone number?

What should I do to buy an SMS-enabled phone number?

Can I send SMS from a local number?

What do you mean by API key?

Do I need an API key to integrate with Vtiger CRM?

Why should I choose an SMS-enabled phone number?

What is Callback URL?

How do you install the Telnyx app in Vtiger CRM?

How do you set up a Telnyx account in Vtiger CRM?

Is SMS Alerts both outbound and Inbound?

How do you schedule a meeting with a JioMeet link from Events?

How do you schedule a meeting with a JioMeet link from Deals?

How do you schedule a JioMeet Meeting through Emails?

How do you schedule a JioMeet Meeting from Webchats?

How do you activate JioMeet?

How do you uninstall and deactivate JioMeet from Vtiger CRM?

What is JioMeet?

How do JioMeet and Vtiger CRM work together?

What is the benefit of using JioMeet instead of Zoom Meetings?

How do I delete a scheduled JioMeet meeting?

From which modules in Vtiger CRM can I use JioMeet directly?

What is Pipedrive CRM?

Can I integrate Pipedrive with Vtiger CRM?

Which modules can be synced between Pipedrive and Vtiger CRM?

What are the benefits of integrating Vtiger and Pipedrive CRM?

In which editions of Vtiger is Pipedrive integration available?

How do I integrate Pipedrive with Vtiger CRM?

How do I install Pipedrive in Vtiger CRM?

How do I sync Pipedrive and Vtiger CRM after installing Pipedrive?

How do I configure the Sync settings of Pipedrive and Vtiger CRM?

What is Field Mapping in integration between Pipedrive and Vtiger CRM?

How do I add a custom mapping between Pipedrive and Vtiger CRM?

What is Twitter DM?

What are the pre-requisites for Twitter DM integration?

Where can I find the messages sent by customers in Vtiger CRM?

What is the Live Chat console in Vtiger CRM?

Can an agent initiate a conversation with the customer?

What are the components of the Live Chat console in Vtiger CRM?

What are the benefits of Twitter DM with Vtiger CRM?

What is a Widget in Vtiger CRM?

How do I integrate Twitter DM with Vtiger Live Chats?

How do I reply to messages with Vtiger Live Chats?

Can I disable Twitter DM in Vtiger CRM?

How do I disable Twitter DM in Vtiger CRM?

What is Instagram DM Integration with Vtiger CRM?

What does Live Chats in Vtiger CRM integrate with?

What are the prerequisites for using Instagram DM with Vtiger CRM?

In which edition is the Instagram DM integration feature available in Vtiger CRM?

What are the benefits of integrating Instagram DM with Vtiger CRM?

What is a Direct Message (DM)?

What is a Facebook Business page?

What is a Live Chats Console in Vtiger CRM?

Can visitors from Social media platforms Twitter, Facebook, and Instagram send messages to Vtiger Live Chats?

How do I install the Live Chats plugin for Instagram DM?

How do I install the Vtiger Live Chats?

How do I integrate Instagram DM with Vtiger CRM?

How do I send messages from Live Chats?

What does Live Chats in Vtiger CRM integrate with?

Can I capture the Campaign Name from an Inbound call for Ozonetel users?

Is the Campaign Name captured for both Inbound and Outbound calls?

What should the Other Email field in My Preferences be configured with?

What should the Home Phone value contain on the My Preferences page?

What is Telegram in Vtiger CRM?

What are the benefits of Telegram integration with Vtiger CRM?

What is a Bot?

What is a BotFather?

What is a BotToken?

Do I need a service provider to integrate Telegram with Vtiger CRM?

What is mandatory for Telegram Integration with Vtiger CRM?

Can I install a Telegram add-on?

How do I install the Telegram Add-on?

How do I integrate Telegram Messenger with Vtiger CRM?

What is Bokun?

What happens when a booking is created in Bokun?

How do I integrate Bokun with Vtiger?

Can I install Tata Tele Business services from the Extension Store?

How do I install Tata Tele Business service?

How do I configure Tata Tele Business services in Vtiger CRM?

What are the benefits of Tata Tele Business Services?

How do I send SMS using Smartflo?

What is the sync direction between Pipedrive and Vtiger CRM?

You can sync data in three directions:

Vtiger to Pipedrive: Records from Vtiger CRM reflect in Pipedrive CRM.
Pipedrive to Vtiger: Records from Pipedrive CRM reflect in Vtiger CRM.
Sync Both Ways: Records from both the CRMs reflect in each other.