Vtiger

Mautic - Vtiger CRM Plugin

This Plugin can push a Contact to the Vtiger CRM when a Contact makes some action.

Create a Vtiger CRM account if you don’t already have one.

Aviso

The cloud Vtiger instances have the Contacts module turn off by default. This causes error message Permission to perform the operation is denied on Plugin edit Form. Enable the Contacts module and the Plugin load the custom field mapping Form.

Authenticate the Vtiger Plugin

To authenticate the Mautic Plugin to be able to communicate with Vtiger CRM you’ll need these credentials:

  • Vtiger Cloud URL - the base (root) URL starting with http:// or https:// where your Vtiger instance runs. For example, https://your_Vtiger.od2.Vtiger.com.

  • Vtiger Open Source URL If you are using Open Source Vtiger you must use the base (root) URL starting with http:// or https:// and followed by /webservice.php. For example https://your_Vtiger.od2.Vtiger.com/webservice.php.

  • Vtiger username - The username, email address usually, which you use to log in to your Vtiger.

  • Vtiger access key - The access key activated in your Vtiger profile. To get it, go to Vtiger’s My Preferences. The Access Key hash is at the bottom of the page.

Screenshot of Vtiger Mautic Integration

Fill these 3 credentials to the Mautic Plugin and click Save.

Configure the Vtiger CRM Plugin

If you want to use the Plugin, you have to activate it.

  1. Set the Active switch to Yes.

  2. In the Features tab is Push Contacts to this Integration checkbox and it’s checked by default.

Screenshot of Vtiger Mautic Integration

  1. You can also configure whether you want to map Vtiger’s Leads to Mautic’s Contacts and/or Vtiger’s Organizations to Mautic’s Companies.

  2. Configure the field mapping.

  3. Click Save & Close.

Test the VTiger CRM Plugin

Follow these steps to test the Integration.