Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and Vtiger integration
Look up Vtiger contacts, deals and tickets from the Tidio conversation you are answering.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Vtiger
Know who you are talking to
The Vtiger contact, account and owner appear when the chat opens, so an agent can see whether this is a trial user or a ten year customer.
Create the case without retyping
A chat that needs tracking becomes a Vtiger case carrying the transcript, so the support queue and the CRM hold the same story.
Spot the chat that belongs to sales
When Vtiger shows an open opportunity, the conversation is routed to the deal owner instead of being answered as routine support.
Keep one history per customer
Chat notes post back to Vtiger, so the next person to open the record sees the conversation without asking for a transcript.
Overview
Vtiger covers sales, marketing and support in one CRM, which means the person chatting is probably already a record in it. Connect Vtiger and Tidio with Zapier, Make or the Tidio API and the contact, open deals and recent tickets can show next to the conversation, while chats can create a Vtiger case or add a note. The agent stops asking who the customer is.
Key features
- Contact record in the panel The Vtiger contact and account open with the chat.
- Deals and tickets shown Open Vtiger deals and cases sit next to the message.
- Cases created from chat A conversation can become a Vtiger case with the transcript.
- Notes written back Chat outcomes land on the Vtiger record as activity.
Vtiger
CRM
Tags
CRM
Contact Sync
How it works
Connect Vtiger in minutes
1
Connect Vtiger and Tidio with Zapier or the Tidio API
The Vtiger REST API covers contacts, opportunities and cases. Authorize both sides in your automation tool, or run the calls from a service you host.
2
Match on email, then phone
Search Vtiger on the email first and fall back to the phone number. Handle several matches by showing the most recently updated record.
3
Pick the fields worth showing
Account, owner, plan, open deals and last case answer most chats. Everything else is a click into Vtiger when the agent needs it.
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Frequently asked questions
Common questions about the Vtiger integration
Does this work with self hosted Vtiger?
Yes, if the instance is reachable from your automation tool or your own service. On premises installs usually need a proxy or an allowed IP range, which is a network task rather than a Vtiger one.
Should chats always create a Vtiger case?
No. Most conversations end in the chat and do not need a case number. Create one when the work continues past the conversation, and add a note otherwise.
What if the visitor is not in Vtiger?
Show that clearly and let the agent create the contact when the chat is worth keeping. Automatic creation on every chat fills the CRM with records nobody follows up.
Is the Vtiger integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Vtiger integration.