How do I update a record in Vtiger CRM via Zapier?
Using a Zap, you can update only Contact, Lead, and Opportunity records. Also, you can create a Zap to update records in CRM or from CRM to other applications.
Consider the following example to update a contact from Google Sheets based on primary email.
Follow these steps to update records in the CRM:Step 1: Choose the trigger app- Choose the trigger app as Google Sheets
- Select trigger: New or Updated Spreadsheet Row
- Select Google Account
- Set up Google Spreadsheet row
- Test the step.
Step 2: Choose an Action app- Choose an Action app: Vtiger
- Select Vtiger CRM action
- Select Vtiger CRM account
- Set up Vtiger CRM contact
- Select Search Field: Primary Email
- Test the account
- Name your Zap
- Turn it on.
When this Zap is triggered, the CRM updates a record if the conditions match, else a new record gets created.