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:

1. Log in to your Vtiger CRM dashboard.

2. Go to Settings → My Preferences

3. Copy your:

   • Username

   • Access Key

4. Note your CRM Base URL, e.g. https://yourcompany.od1.vtiger.com

Step 2: Connect Vtiger CRM in AFI

1. Go to AFI → Settings → Vtiger CRM

2. Paste your:

   • Base URL

   • Username

   • Access Key

3. Click Save Changes

Your Vtiger account is now successfully connected!

Step 3: Create a New Integration

1. Go to AFI → Add New

2. 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