Vtiger CRM + TextMagic Integration

Integrate TextMagic to Vtiger CRM in one click, or tell Integrately AI how you want each contact handled. Log messages, enrich profiles, create contacts, and trigger follow-ups automatically.

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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
  • TextMagic
    Incoming message is received in TextMagic Instant
  • TextMagic
    Missed an incoming call in TextMagic Instant
  • TextMagic
    Incoming call is received in TextMagic Instant
  • TextMagic
    Subscriber is unsubscribed in TextMagic Instant
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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
  • TextMagic
    Send message in TextMagic
  • TextMagic
    Create contact in TextMagic
  • TextMagic
    Add contact to list in TextMagic
  • TextMagic
    Search contact in TextMagic
  • TextMagic
    Remove contact from list in TextMagic
  • TextMagic
    Lookup phone in TextMagic
  • TextMagic
    Lookup email in TextMagic
  • TextMagic
    Set custom field value in TextMagic
  • TextMagic
    Change forwarding number in TextMagic
  • TextMagic
    Create list in TextMagic
  • TextMagic
    Search list in TextMagic

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Ready Workflows Ready Workflows for TextMagic + Vtiger CRM Integration

Capture incoming messages, create CRM contacts, log customer interactions, alert your team, and trigger follow-ups, all in just one click.

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

Send TextMagic message for new Vtiger CRM contact

Anytime a new contact is added to your Vtiger CRM, automatically send them a message through TextMagic letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Vtiger CRM - TextMagic integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Vtiger CRM + TextMagic Integration

Send TextMagic message for new Vtiger CRM to do

With this Vtiger CRM - TextMagic integration, whenever a new to do is created in Vtiger CRM, message will be sent via TextMagic. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Vtiger CRM + TextMagic Integration

Create TextMagic contact for new Vtiger CRM contact

If you're using Vtiger CRM to manage your sales leads, it's important to also use TextMagic to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Vtiger CRM, a corresponding contact will automatically be created in TextMagic.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
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Connect more apps to your TextMagic + Vtiger CRM flow

Connect email, marketing, spreadsheets, payments, and team chat to extend your messaging and CRM workflows. Pick a combination and activate it in one click.

Vtiger CRM
TextMagic
+
GmailGmail (3)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
+
SlackSlack (3)
T
V
G
Create a Vtiger CRM contact from every incoming TextMagic message, and send a confirmation email in Gmail.
Incoming TextMagic messages instantly become new contacts in Vtiger CRM while Gmail sends an email confirmation, removing manual data entry.
V
T
G
When a Vtiger CRM lead is created or updated, send a TextMagic message and email the owner in Gmail.
Vtiger CRM lead updates trigger an instant TextMagic message and a Gmail notification, keeping your sales team fully aligned.
V
T
G
When a Vtiger CRM ticket is created or updated, log the support request and email updates via Gmail.
Support tickets in Vtiger CRM generate automated notifications in Gmail and update TextMagic records for fast resolution.

Supported triggers and actions for Vtiger CRM and TextMagic

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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TextMagic
TextMagic Triggers & Actions
Instant
Incoming message is received in TextMagic
Triggers the automation when an incoming SMS is received
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Instant
Missed an incoming call in TextMagic
Triggers the automation when an incoming call is missed
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Instant
Incoming call is received in TextMagic
Triggers the automation when an incoming call is received
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Instant
Subscriber is unsubscribed in TextMagic
Triggers the automation when a subscriber opts out from further communication
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Send message in TextMagic
Delivers a message to a designated recipient
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Create contact in TextMagic
Adds a new contact to the database
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Add contact to list in TextMagic
Adds a new contact to a list
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Search contact in TextMagic
Finds and retrieves contact information
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Remove contact from list in TextMagic
Removes a particular contact from a designated list
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Lookup phone in TextMagic
Retrieves contact information associated with a phone number
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Lookup email in TextMagic
Searches for and retrieve email addresses based on particular criteria
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Set custom field value in TextMagic
Sets a custom field value
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Change forwarding number in TextMagic
Updates the phone number that all incoming calls are forwarded to
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Create list in TextMagic
Generates a new list
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Search list in TextMagic
Scans and retrieves results for a particular list
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What can you automate with TextMagic + Vtiger CRM?

Streamline your customer communications and CRM record keeping with ready-made automation workflows.

What you can automate?
🔄
Sync TextMagic messages into Vtiger CRM contacts automatically
Turn every incoming TextMagic message into a new Vtiger CRM contact without lifting a finger. Eliminate manual data entry and ensure every conversation is logged.
📝
Capture every submitted field from customer inquiries
Map complete message metadata, phone numbers, and contact details directly into Vtiger CRM fields. Keep your customer records detailed and actionable.
🔔
Alert your team instantly when new leads arrive
Send automated notifications and text messages the moment a lead is created or updated in Vtiger CRM. Keep your sales reps responsive and engaged.
🔀
Route communications based on custom lead fields
Trigger different actions depending on specific lead criteria, ticket priorities, or account tiers. Send targeted text reminders and update CRM records accordingly.
🔄
Keep Vtiger CRM records updated as conversations evolve
Automatically update contact profiles, accounts, and opportunities when new text messages or call events occur. Maintain a single source of truth.
🔍
Search and update records to prevent duplicate contacts
Lookup existing phone numbers and email addresses before creating new entries in Vtiger CRM. Keep your database clean and free of redundant records.
⏱️
Handle later status changes like missed calls and unsubscriptions
Automatically create todos for missed inbound calls and update contact statuses when subscribers opt out in TextMagic. Stay compliant and responsive.
💬
Extend your workflow to team chat apps like Slack
Connect TextMagic and Vtiger CRM workflows with Slack to broadcast real-time customer updates directly to your internal team channels.
And much more...

Who is TextMagic + Vtiger CRM integration for?

Sales, support, and operations teams rely on this integration to eliminate manual data entry, streamline customer communication, and keep CRM records synchronized.

Sales managers
Sales managers
Customer support leads
Customer support leads
Account executives
Account executives
Operations directors
Operations directors
Sales representatives
Sales representatives
CRM administrators
CRM administrators
📈
Sales managers
You review pipeline reports every week but your lead statuses lag behind actual customer replies because reps forget to update records manually — this integration means every text interaction and CRM update syncs instantly and your pipeline numbers stay accurate.
Customer support leads
You need to respond to urgent support tickets immediately, but missed calls and messages sit in standalone inboxes until someone checks them by hand — automating both apps means every customer inquiry creates a ticket and alerts your team instantly.
🤝
Account executives
You coordinate deal progression with clients across multiple messaging channels, but keeping CRM opportunity stages updated takes hours of copy-pasting every single day — with this integration, deal updates and text notifications happen simultaneously.
📊
Operations directors
The volume of inbound messages and customer records is too high for your team to keep up with manual data entry without making costly errors — automating these workflows means every contact and message is logged accurately without human intervention.
🎯
Sales representatives
You own the follow-up process and depend on upstream lead creation to start outreach before prospects go cold — connecting these apps means new leads appear in your CRM and trigger text notifications the second they arrive.
📋
CRM administrators
You need a reliable customer history across all communication touchpoints, but fragmented logs keep leaving frustrating gaps in your database — automating both apps means your contact files and communication records remain complete.
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 + TextMagic

Build and manage your Vtiger CRM + TextMagic 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 + TextMagic 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect TextMagic to Vtiger CRM?
Frequently Asked Questions
You can connect TextMagic to Vtiger CRM using ready-made 1-click automations on Integrately, or by using Integrately AI to build custom workflows linking tools like Gmail, Slack, and Google Sheets.
Can I automatically create Vtiger CRM contacts from incoming TextMagic messages?
Frequently Asked Questions
Can I connect TextMagic, Vtiger CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for TextMagic and Vtiger CRM?
Frequently Asked Questions
How are incoming TextMagic calls handled in Vtiger CRM?
Frequently Asked Questions
Can I sync Vtiger CRM lead updates with TextMagic messages?
Frequently Asked Questions
Do I need coding skills to automate TextMagic and Vtiger CRM?
Frequently Asked Questions
Is the TextMagic and Vtiger CRM integration free?
Frequently Asked Questions
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