Workflow Automation

Automate your team's repetitive tasks, enabling them to spend more time working on what's important.

Sales Automations

Sales workflow automation

Automate repetitive tasks

Create if-then rules that automate repetitive but important tasks. These look for a trigger you define, such as an opportunity being idle for 48-hours, or an invoice being created, and once triggered, can send an email, create a task, update a record, or send an SMS message.

Automatically create leads and contacts from website form submissions

Link Vtiger to a forms on your website to automatically create leads or contacts from form submissions. All form field information automatically maps to corresponding fields in Vtiger.

Automatically create leads
Email automation workflow

Automate next steps from email

Whenever you receive an email, Vtiger can automatically attach it to the sender’s Vtiger record. If a sender doesn’t exist, Vtiger can create one for you. Even if an email from a known contact contains a lead’s information, Vtiger can parse that information out of the email to create a new lead or contact.

Support Automations

Trigger actions based on changes to a case

You close a case when you think issues have been resolved. If a customer thinks differently and replies back, Vtiger can automatically reopen the case and send an alert to the assigned agent and supervisor to let them know.

Trigger actions based on a case becoming inactive

You work with a lot of customers, and things can sometimes slip through the cracks. Vtiger can notify you if a high priority case from a customer you’ve tagged as a VIP hasn’t been accepted in a reasonable amount of time.

Support case automations
Automate case management

Automate case field updates

Update any case field using workflows. If an issue is categorized as a refund, for example, Vtiger can automatically apply a refunds-related SLA that establishes how long you have to deal with the case. If a case is reopened, automatically set its priority to high. Or if an email arrives with the text “password” in it, the case can automatically be assigned to your IT team. With such granular automation, you can rest assured that cases are always categorized and addressed the right way.

Automate task creation and assignment

When a case calls for a specific action, Vtiger can automatically create an assigned task, and alert the assignee to ensure that it gets done.

Automate task creation in crm

Ready to think like your customers?