Vtiger CRM Integration
The AFI plugin lets you connect your WordPress forms with Vtiger CRM, allowing you to automatically add Organizations, Contacts, and Deals when someone submits a form.
This is ideal for lead capture, sales tracking, and contact management in your Vtiger CRM account.
✅ Supported Feature
Add Organization, Contact, Deal
🔧 How To Setup
Step 1: Get Your Vtiger CRM Credentials
To connect your Vtiger account:
Log in to your Vtiger CRM dashboard.
Go to Settings → My Preferences
Copy your:
Username
Access Key
Note your CRM Base URL, e.g.
https://yourcompany.od1.vtiger.com
Step 2: Connect Vtiger CRM in AFI
Go to AFI → Settings → Vtiger CRM
Paste your:
Base URL
Username
Access Key
Click Save Changes
Your Vtiger account is now successfully connected!
Step 3: Create a New Integration
Go to AFI → Add New
Give your integration a name like “Send Leads to Vtiger CRM”
🔹 Trigger
Form Provider: Choose your form plugin (e.g., Elementor, WPForms, Gravity Forms)
Form Name: Select the form you want to connect
Step 4: Configure the Action
Platform: Select Vtiger CRM
Task: Choose Add Organization, Contact, Deal
Step 5: Choose Entities & Map Fields
After selecting the action, you’ll be able to choose which entities to create and map the necessary fields.
Entities
✅ Organization
✅ Contact
✅ Deal
You can select any combination.
Owner
Select the CRM user or group who will be assigned as the owner of the new records.
Field Mapping
Map your form fields to the following Vtiger fields:
Organization Fields
Name (required)
Website
Description
Email
Phone
Type (e.g., Lead, Customer, Vendor)
Status (e.g., Cold, Warm, Hot, Inactive)
Address Type (Billing or Shipping)
Address
City
State
ZIP
Country (ISO Alpha-2 code, e.g., US, FR)
Contact Fields
Salutation
First Name
Last Name (required)
Description
Lifecycle Stage
Status
Office Phone
Home Phone
Mobile Phone
Email
Twitter
Address
City
State
ZIP
Country
Deal Fields
Name (required)
Description
Amount
Expected Close Date
Pipeline
Sales Stage
Type
Lead Source
Probability
Use the dropdown to connect each Vtiger field with a form field on your site.
Step 6: Save Integration
Click Save Integration.
🎉 Done! Now every form submission will automatically create the selected entities in your Vtiger CRM account.
🔍 Troubleshooting
If something’s not working, check these common issues:
🔹 API Not Connecting
Ensure the Base URL, Username, and Access Key are correct
Double-check that the URL includes your Vtiger subdomain
🔹 Owner List Not Loading
Make sure your Vtiger account has active users or groups
Try refreshing the integration page
🔹 Fields Not Loading
You must select at least one entity (Organization, Contact, Deal) and click “Get Fields”
🔹 Records Not Created
Required fields like Organization Name, Contact Last Name, or Deal Name must be filled
Check AFI → Log for API errors