Vtiger - ActiveCampaign integration

Integration between Vtiger and ActiveCampaign in order to limit the conditions for data passage and not exceed the contact limit!
integrazione vtiger active campaign
integrazione vtiger active campaign

We have developed an integration between Vtiger and ActiveCampaign to automate and optimize the creation of recipient lists by drawing on CRM entities, thus avoiding the need to manually enter data twice.

Vtiger manages the acquisition of new customers, while ActiveCampaign is a platform for managing customer communications and enables the initiation of email workflows through advanced automation processes.The integration is unidirectional from the CRM to the platform, allowing us to decide, on a case-by-case basis, which contacts are relevant for the marketing campaign. This way, it is possible to limit the conditions for data transfer and avoid reaching the contact limit imposed by ActiveCampaign subscription plans.

screenshot dall'integrazione

The solution, therefore, was to link ActiveCampaign Tags to Vtiger contacts. Once the integration is activated, automation flows are initiated to manage and have both systems work in the background.

The user can assign an ActiveCampaign Tag to a Vtiger contact. This triggers the flow from the CRM to the platform: only contacts assigned with tags are uploaded to ActiveCampaign. On the marketing platform the relevant flows are activated, based on the automations configured for the specific tag.

Our implementation includes the creation of a new Vtiger module for tag collection, and the addition of specific fields to the Contacts module.

screenshot dall'integrazione


You may also be interested in:

News 5 February 2024
Video-pills about Vtiger Open Source are now available
You can find videos about Vtiger functions on Present Spa Youtube channel
Read more
News 6 July 2023
Facebook Leads Ads - Vtiger integration

It’s more and more frequent the need to automate the creation of master data on the CRM using Lead Generations platforms.

Often, our customers ask to connect Facebook – one of the most used solutions to do this – with their CRM Vtiger Open source.

So, we have structured the automatic creation of Leads or Contacts on Vtiger when external users fill in Facebook Leads Ads insertion pages.

To do this we have exploited some specific features of Vtiger Open Source, such as the Webform module and the Workflow module, connecting them to Facebook through the Zapier connector.

In this way, when a user fills out the form on Facebook Lead Ads with their data, these will be sent according to the preset mapping to Vtiger, accelerating the acquisition of new potential customers.

Facebook -> Zapier -> Vtiger
mostra in HomePage
NON mostrare in HomePage
Read more

Tell us about your project

We are at your disposal for any questions or informations, write us, and we will happy to answer you.