Vtiger CRM + Freshservice Integration

Integrate Freshservice to Vtiger CRM in one click, or tell Integrately AI how you want each requester handled. Create contacts in Vtiger CRM, update tickets, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Vtiger CRM
    Lead is created or updated in Vtiger CRM
  • Vtiger CRM
    Contact is created/updated in Vtiger CRM
  • Vtiger CRM
    To Do is created/updated in Vtiger CRM
  • Vtiger CRM
    Account is created/updated in Vtiger CRM
  • Vtiger CRM
    Ticket is created/updated in Vtiger CRM
  • Vtiger CRM
    Opportunity is created/updated in Vtiger CRM
  • Vtiger CRM
    Case is created/updated in Vtiger CRM
  • Vtiger CRM
    Service is created/updated in Vtiger CRM
  • Vtiger CRM
    Event is created/updated in Vtiger CRM
  • Vtiger CRM
    Product is created/updated in Vtiger CRM
  • Vtiger CRM
    Invoice is created/updated in Vtiger CRM
  • Vtiger CRM
    Quote is created/updated in Vtiger CRM
  • Vtiger CRM
    Sales Order is created/updated in Vtiger CRM
  • Vtiger CRM
    PurchaseOrder is created/updated in Vtiger CRM
  • Freshservice
    Ticket is created in Freshservice
  • Freshservice
    Ticket is updated in Freshservice
  • Freshservice
    Requester is created in Freshservice
  • Freshservice
    Requester is updated in Freshservice
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2.
  • Vtiger CRM
    Update account in Vtiger CRM
  • Vtiger CRM
    Search account in Vtiger CRM
  • Vtiger CRM
    Update opportunity in Vtiger CRM
  • Vtiger CRM
    Search opportunity in Vtiger CRM
  • Vtiger CRM
    Update contact in Vtiger CRM
  • Vtiger CRM
    Create contact in Vtiger CRM
  • Vtiger CRM
    Search contact by phone in Vtiger CRM
  • Vtiger CRM
    Create todo in Vtiger CRM
  • Vtiger CRM
    Create account in Vtiger CRM
  • Vtiger CRM
    Create product in Vtiger CRM
  • Vtiger CRM
    Create opportunity in Vtiger CRM
  • Vtiger CRM
    Search contact by email in Vtiger CRM
  • Vtiger CRM
    Create case in Vtiger CRM
  • Vtiger CRM
    Create service in Vtiger CRM
  • Vtiger CRM
    Create module record in Vtiger CRM
  • Vtiger CRM
    Create event in Vtiger CRM
  • Vtiger CRM
    Create ticket in Vtiger CRM
  • Freshservice
    Create ticket in Freshservice
  • Freshservice
    Create requester in Freshservice
  • Freshservice
    Get requester by ID in Freshservice
  • Freshservice
    Get agent by ID in Freshservice
  • Freshservice
    Get group by ID in Freshservice

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Ready Workflows Ready Workflows for Freshservice + Vtiger CRM Integration

Capture support requests, create CRM contacts, keep accounts updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Freshservice + Vtiger CRM Integration

Create Vtiger CRM contact from new Freshservice ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Vtiger CRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Vtiger CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Vtiger CRM.

This makes it easy to keep track of your support tickets and contacts in one place.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Freshservice + Vtiger CRM flow

Streamline post-support handoffs by syncing tickets to messaging, documentation, and email tools. Pick a combination and activate it in one click.

Vtiger CRM
Freshservice
+
SlackSlack (6)
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Jira Software CloudJira Software Cloud (4)
+
HubSpotHubSpot (4)
+
GmailGmail (3)
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Google SheetsGoogle Sheets (3)
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ZoomZoom (3)
F
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Add every new Freshservice requester to Vtiger CRM, and notify your support team in Slack
New Freshservice requesters appear in Vtiger CRM as contacts instantly and your support channel hears about it in Slack, keeping your teams aligned.
F
V
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Log every new Freshservice support ticket in Vtiger CRM, and alert your team in Slack
Every Freshservice support ticket creates a matching record in Vtiger CRM and alerts your channel in Slack immediately.
F
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When a Freshservice ticket is updated, update the matching Vtiger CRM record and post the change in Slack
Ticket updates in Freshservice automatically sync over to Vtiger CRM while notifying your team in Slack.
F
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If a new Freshservice requester is created, create a Vtiger CRM contact and notify the sales channel in Slack
Route new Freshservice requesters directly into Vtiger CRM and notify your sales team in Slack.
F
V
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Use Claude to summarise every new Freshservice ticket, save the summary in Vtiger CRM, and post the brief in Slack
Claude generates a concise summary of incoming Freshservice tickets before updating Vtiger CRM and notifying Slack.
F
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Turn every closed Freshservice ticket into a Vtiger CRM update, create a follow-up task in Jira Software Cloud, and announce it in Slack
Resolved support tickets trigger Vtiger CRM updates, create Jira Software Cloud tasks, and notify Slack.

Supported triggers and actions for Vtiger CRM and Freshservice

Mix and match to build the exact automation you need

Vtiger CRM
Vtiger CRM Triggers & Actions
Lead is created or updated in Vtiger CRM
Triggers the automation when a new lead is created or an existing lead is updated
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Contact is created/updated in Vtiger CRM
Triggers the automation when a contact is created or updated
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To Do is created/updated in Vtiger CRM
Triggers the automation when a To Do is created or updated
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Account is created/updated in Vtiger CRM
Triggers the automation when an account is created or updated
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Ticket is created/updated in Vtiger CRM
Triggers the automation when a ticket is created or modified
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Opportunity is created/updated in Vtiger CRM
Triggers the automation when any opportunity is created or updated
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Case is created/updated in Vtiger CRM
Triggers the automation when any account is created or updated
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Service is created/updated in Vtiger CRM
Triggers the automation when a service is created or updated
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Event is created/updated in Vtiger CRM
Triggers the automation when any event is created or updated
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Product is created/updated in Vtiger CRM
Triggers the automation when a product is created or updated
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Invoice is created/updated in Vtiger CRM
Triggers the automation when any invoice is added or modified
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Quote is created/updated in Vtiger CRM
Triggers the automation when a quote is created or updated
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Sales Order is created/updated in Vtiger CRM
Triggers the automation when a new sales order is created or updated
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PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation when a purchase order is created or updated
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Update account in Vtiger CRM
Updates an existing account
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Search account in Vtiger CRM
Searches for an account
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Update opportunity in Vtiger CRM
Updates an existing opportunity
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Search opportunity in Vtiger CRM
Searches for an opportunity
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Update contact in Vtiger CRM
Updates an existing contact
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Create contact in Vtiger CRM
Adds a new contact to the database
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Search contact by phone in Vtiger CRM
Finds information about a contact using the phone number
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Create todo in Vtiger CRM
Creates a new to-do item
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Create account in Vtiger CRM
Generates a new account
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Create product in Vtiger CRM
Generates and launch new products
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Create opportunity in Vtiger CRM
Creates a new instance of the support system
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Search contact by email in Vtiger CRM
Finds and retrieves contact information using their email address
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Create case in Vtiger CRM
Generates a new case entry
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Create service in Vtiger CRM
Creates a new service entry
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Create module record in Vtiger CRM
Creates a new record in a module
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Create event in Vtiger CRM
Adds a new contact to the contact list
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Create ticket in Vtiger CRM
Generates a new ticket
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Freshservice
Freshservice Triggers & Actions
Ticket is created in Freshservice
Triggers the automation when a new ticket is created
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Ticket is updated in Freshservice
Triggers the automation when a ticket is modified
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Requester is created in Freshservice
Triggers the automation when a new requester is created
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Requester is updated in Freshservice
Triggers the automation when a requester is updated
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Create ticket in Freshservice
Generates a new ticket
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Create requester in Freshservice
Generates new requester profiles with particular parameters
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Get requester by ID in Freshservice
Retrieves a requester's information using their unique id
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Get agent by ID in Freshservice
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Get group by ID in Freshservice
Retrieves a group by its id
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What can you automate with Freshservice + Vtiger CRM?

Streamline your customer support and sales operations by connecting Freshservice and Vtiger CRM workflows.

What you can automate?
🔄
Sync Freshservice requesters to Vtiger CRM contacts automatically
Create a contact in Vtiger CRM the moment a new requester is registered in Freshservice. Eliminate manual transcription and keep your databases perfectly aligned.
📝
Capture every submitted ticket field and detail
Map complete Freshservice ticket descriptions, subjects, and priorities into Vtiger CRM records. Ensure your sales and support teams see the full customer context.
🔔
Alert your team instantly on support events
Notify designated team channels in Slack whenever high-priority tickets are logged or updated in Freshservice. Ensure rapid response times for critical client issues.
🔀
Route records based on ticket priority
Execute different workflows depending on whether a Freshservice ticket is marked urgent, normal, or low priority. Direct critical issues to senior account managers immediately.
🔄
Keep Vtiger CRM updated as tickets evolve
Automatically update Vtiger CRM records whenever ticket statuses, resolution notes, or requester details change in Freshservice. Maintain a single source of truth.
🔍
Search and update existing records without duplicates
Look up existing contacts or accounts in Vtiger CRM before creating new entries, preventing duplicate records when multiple tickets arrive from the same requester.
Handle later status changes and resolutions
Trigger automated follow-up actions and CRM updates when a Freshservice support ticket is marked resolved or closed. Keep customer lifecycles moving forward.
🔌
Extend your workflow to Slack or other apps
Connect your Freshservice and Vtiger CRM pipeline with Slack, Gmail, or Google Sheets to notify stakeholders or log data across your entire tech stack.
And much more...

Who is Freshservice + Vtiger CRM integration for?

Connecting Freshservice and Vtiger CRM eliminates manual data entry between your helpdesk and CRM, keeping customer records accurate and sales teams informed.

Support Operations Managers
Support Operations Managers
Account Executives
Account Executives
Customer Success Leads
Customer Success Leads
Helpdesk Specialists
Helpdesk Specialists
Sales Representatives
Sales Representatives
Data Compliance Officers
Data Compliance Officers
📈
Support Operations Managers
You're overseeing helpdesk workflows and ticket volumes in Freshservice, but your CRM records only update when someone manually exports data, so your pipeline reports are always outdated — automating both apps means every ticket and requester syncs instantly and your dashboards stay current.
Account Executives
You need to act fast when high-value clients raise support issues, and you find out too late because support and sales data live in silos — this integration means every critical ticket links to your Vtiger CRM contacts immediately so you can intervene before deals stall.
🤝
Customer Success Leads
You answer to clients who expect proactive communication about their support cases, but manual handoffs cause delays — connecting these apps means ticket statuses flow straight into Vtiger CRM effortlessly and your client reviews reflect real-time progress.
🔄
Helpdesk Specialists
The volume of inbound support requests is too high for anyone to keep up by hand, leading to missed CRM updates — automating both apps means every requester profile and ticket detail populates Vtiger CRM without requiring tedious copy-pasting.
🎯
Sales Representatives
You own the relationship post-sale and depend on support teams to hand over account issues, but communication gaps cause missed renewal signals — integrating these apps means support activity appears in Vtiger CRM the moment it happens.
📋
Data Compliance Officers
You need a reliable history of customer interactions across systems and keep finding gaps between support logs and CRM entries — this integration means every customer touchpoint is recorded accurately and transparently across both databases.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Vtiger CRM + Freshservice

Build and manage your Vtiger CRM + Freshservice automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Vtiger CRM + Freshservice with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Freshservice to Vtiger CRM?
Frequently Asked Questions
You can connect Freshservice to Vtiger CRM in 1 click using ready-made workflows on Integrately, or by using Integrately AI to build custom sequences alongside apps like Slack, Gmail, and Google Sheets.
Can I automatically sync Freshservice support tickets to Vtiger CRM contacts?
Frequently Asked Questions
Can I connect Freshservice, Vtiger CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshservice and Vtiger CRM?
Frequently Asked Questions
How are new Freshservice requesters handled in Vtiger CRM?
Frequently Asked Questions
Can I update Vtiger CRM records when Freshservice tickets change?
Frequently Asked Questions
Do I need coding skills to automate Freshservice and Vtiger CRM?
Frequently Asked Questions
Is the Freshservice and Vtiger CRM integration free?
Frequently Asked Questions
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