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.

Was this FAQ helpful?

0 out of 0 found this helpful.

Comments 0

Be the first to comment

FAQs in this section

How do I update a record in Vtiger CRM via Zapier?

Table of Contents

Comments 0