Vtiger CRM

Vtiger CRM is a CRM platform with both cloud and self-hosted versions. Advanced Form Integration sends form submissions to Vtiger as new contacts, leads, organizations, or opportunities.

What you’ll need

• An active Vtiger CRM account.
• A Vtiger Access Key (My Preferences → User Advanced Options).
• The Advanced Form Integration plugin installed and activated.

Connect Vtiger to AFI

1. In WordPress, go to AFI → Settings → Vtiger CRM.
2. Enter:

• Vtiger URL: your Vtiger install URL.
• Username: the Vtiger user.
• Access Key: paste from My Preferences.

1. Click Save Changes.

Create the integration

1. Go to AFI → Add New.
2. Configure the trigger.
3. In Action → Platform, select Vtiger CRM.
4. In Task, choose Create Contact, Create Lead, Create Organisation, or Create Opportunity.
5. Map the form fields to Vtiger properties.
6. Optional: configure Conditional Logic.
7. Click Save Integration.

Related docs

• Send Contact Form 7 to Vtiger CRM
• Send WPForms to Vtiger CRM
• Conditional Logic