Vtiger CRM + Rocket.Chat Integration

Integrate Rocket.Chat to Vtiger CRM in one click, or tell Integrately AI how you want each contact handled. Route messages to your CRM, update your records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
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
  • Rocket.Chat
    Message is posted anywhere in Rocket.Chat Instant
  • Rocket.Chat
    Message is posted to channel in Rocket.Chat Instant
  • Rocket.Chat
    Message is posted to private group in Rocket.Chat Instant
  • Rocket.Chat
    Channel is created in Rocket.Chat
  • Rocket.Chat
    Private group is created in Rocket.Chat
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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
  • Rocket.Chat
    Send channel message in Rocket.Chat
  • Rocket.Chat
    Send direct message in Rocket.Chat
  • Rocket.Chat
    Send private group message in Rocket.Chat
  • Rocket.Chat
    Create channel in Rocket.Chat
  • Rocket.Chat
    Search Channel in Rocket.Chat
  • Rocket.Chat
    Create private group in Rocket.Chat

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Ready WorkflowsReady Workflows   for Vtiger CRM + Rocket.Chat Integration

Capture chat messages as CRM contacts, organise leads, update records, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Rocket.Chat + Vtiger CRM flow

Teams often want to sync chat activity with email notifications, calendar scheduling, or support tools once the core workflow finishes. Pick a combination and activate it in one click.

Vtiger CRM
Rocket.Chat
+
GmailGmail (4)
+
Google CalendarGoogle Calendar (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
CalendlyCalendly (4)
R
V
G
When a message is posted in Rocket.Chat, create a Vtiger CRM contact and send an email in Gmail
Every new Rocket.Chat message creates a Vtiger CRM contact instantly while sending a confirmation email in Gmail, keeping your communication and sales records aligned.
V
R
G
When a lead is updated in Vtiger CRM, send a message in Rocket.Chat and email in Gmail
Updated Vtiger CRM leads instantly trigger notifications in Rocket.Chat and emails in Gmail, ensuring sales and support teams stay perfectly coordinated.
V
R
G
When a Vtiger CRM ticket is logged, send a Rocket.Chat alert and notification email in Gmail
New Vtiger CRM support tickets trigger instant Rocket.Chat alerts and Gmail notifications, ensuring support teams resolve customer issues without delay.
R
V
G
Use ChatGPT to summarise Rocket.Chat messages, create Vtiger CRM contacts, and send Gmail briefings
Use ChatGPT to process Rocket.Chat discussions, create Vtiger CRM contacts from the findings, and email daily summaries via Gmail.

Supported triggers and actions for Vtiger CRM and Rocket.Chat

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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Rocket.Chat
Rocket.Chat Triggers & Actions
Instant
Message is posted anywhere in Rocket.Chat
Triggers the automation when a new message is posted anywhere
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Instant
Message is posted to channel in Rocket.Chat
Triggers the automation when a new message is posted to a channel
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Instant
Message is posted to private group in Rocket.Chat
Triggers the automation when a new message is posted to a private group
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Channel is created in Rocket.Chat
Triggers the automation when a new channel is created
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Private group is created in Rocket.Chat
Triggers the automation when a private group is created
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Send channel message in Rocket.Chat
Sends a message to a channel
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Send direct message in Rocket.Chat
Sends a private message to a recipient
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Send private group message in Rocket.Chat
Sends a private message to a selected group of users
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Create channel in Rocket.Chat
Creates a new channel
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Search Channel in Rocket.Chat
Searches for a channel
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Create private group in Rocket.Chat
Creates a new private group
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What can you automate with Rocket.Chat + Vtiger CRM?

Streamline customer communication and CRM management by turning chat messages into contacts, tickets, and updates automatically.

What you can automate?
🔄
Turn Rocket.Chat messages into Vtiger CRM contacts instantly
Capture incoming chat conversations from Rocket.Chat and create corresponding contact records in Vtiger CRM the moment they occur. Eliminate manual transcription work and speed up response times.
📋
Capture every detail from chat discussions into CRM records
Map all submitted form fields and chat text into distinct Vtiger CRM fields rather than basic summaries. Your CRM becomes a complete repository of customer intent.
📢
Alert your team in Rocket.Chat when CRM deals are updated
Send instant notifications to Rocket.Chat channels or private groups whenever opportunity stages or contact details change in Vtiger CRM. Keep internal stakeholders fully aligned.
🔀
Route leads to different Vtiger CRM pipelines based on chat content
Segment inbound Rocket.Chat inquiries dynamically and create specialised records in Vtiger CRM depending on the specific keywords or groups involved.
🔄
Keep Vtiger CRM accounts synchronized with ongoing Rocket.Chat activity
Automatically update existing Vtiger CRM accounts whenever new conversations take place in Rocket.Chat, ensuring customer history remains fully up to date.
👥
Update existing Vtiger CRM contacts instead of creating duplicates
Search for existing records before creating new ones in Vtiger CRM to prevent redundant data entries from recurring Rocket.Chat messages.
Trigger Rocket.Chat notifications when Vtiger CRM tickets are closed
Post status updates back to Rocket.Chat channels whenever support tickets or service cases reach resolution in Vtiger CRM.
📧
Send Gmail follow-ups when Rocket.Chat triggers Vtiger CRM records
Extend your automation pipeline by triggering automated email confirmations in Gmail whenever Rocket.Chat messages update Vtiger CRM records.
And much more...

Who is Rocket.Chat + Vtiger CRM integration for?

Sales and support teams managing customer communication in Rocket.Chat while tracking leads and tickets in Vtiger CRM will eliminate manual data entry and stay perfectly synchronized.

Performance analysts
Performance analysts
Support team leads
Support team leads
Account executives
Account executives
Sales representatives
Sales representatives
Project managers
Project managers
Operations managers
Operations managers
📈
Performance analysts
You're discussing prospective deals and leads inside Rocket.Chat channels, but your Vtiger CRM records only update when someone manually types them in, so the conversion numbers you're reviewing are always outdated — with this integration, every chat update flows directly into your CRM and keeps your reporting accurate.
🎧
Support team leads
You handle urgent customer queries in Rocket.Chat groups, but tickets in Vtiger CRM are created hours later, so your team misses critical SLA windows — automating both apps means every chat message creates a ticket instantly and your team acts on issues without delay.
🤝
Account executives
You coordinate client discussions in Rocket.Chat, but stakeholders ask for updates before Vtiger CRM contacts are updated, leaving you scrambling for status — this integration means every interaction is logged instantly and client visibility is crystal clear.
Sales representatives
You process high volumes of inbound chats in Rocket.Chat, but manual CRM entry can't keep pace with the influx, causing leads to fall through the cracks — automating both apps means every lead is captured as a CRM contact the moment it arrives.
📋
Project managers
You discuss customer requirements in Rocket.Chat before handing them to sales, but the details get lost before reaching Vtiger CRM — connecting these apps means every handoff creates or updates the correct CRM record seamlessly.
🛡️
Operations managers
You rely on complete customer histories in Vtiger CRM, but disjointed team chats in Rocket.Chat leave missing gaps in the audit trail — with this integration, every communication touchpoint is tied directly to the CRM record.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Vtiger CRM + Rocket.Chat

Build and manage your Vtiger CRM + Rocket.Chat 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 + Rocket.Chat 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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Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Rocket.Chat to Vtiger CRM?
Frequently Asked Questions
You can connect Rocket.Chat to Vtiger CRM easily in just one click using Integrately, along with tools like Gmail, Google Calendar, and Slack. Simply pick a ready workflow or ask Integrately AI to build your custom automation instantly.
Can I automatically create Vtiger CRM contacts from Rocket.Chat messages?
Frequently Asked Questions
Can I connect Rocket.Chat, Vtiger CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Rocket.Chat and Vtiger CRM?
Frequently Asked Questions
How does Rocket.Chat handle message data during automation?
Frequently Asked Questions
How does Vtiger CRM handle contact updates in workflows?
Frequently Asked Questions
Do I need coding skills to automate Rocket.Chat and Vtiger CRM?
Frequently Asked Questions
Is the Rocket.Chat and Vtiger CRM integration free?
Frequently Asked Questions
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