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vtiger

Vtiger

What is Vtiger?

Vtiger is a cloud based sales CRM software that helps grow sales, improve marketing reach, and deliver great customer service. It centralizes a database of customers and all of the information, about them. This means contact information, internal notes and documents, calendar events, deals, phone and email conversations, and more. Customer facing teams can then use Vtiger to learn about each customer, communicate with them, plan and manage their customer-facing work, and even automate repeated tasks.

Benefits of REVE Chat Integration with Vtiger

  • Helps you to capture potential customers and makes it easy for you to pass them along into the Vtiger CRM.
  • Live chat integration helps you to empower your teams to support your customers and close deals.
  • Automatically push complete chat transcripts to Vtiger.

To Integrate REVE Chat with Vtiger Please Follow the Below Steps

  1. Login into REVE chat.
  2. Go to Integrations > Plugins

vtiger-live-chat-integration-step-2

 

  1. Click plugins.

vtiger-live-chat-integration-step-3

 

  1. Find Vtiger from available plugin list.
  2. Click Integrate.

vtiger-live-chat-integration-step-5

  1. A form will be opened to submit your vtiger account credentials to integrate with REVE Chat.  Fill up the form with your vtiger instance url, username and access key and check the ticket setup in which way you want to save your transcript.

vtiger-live-chat-integration-step-6

 

  1. Click Save to finish the installation. You will see a successful message if integration is ok.

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