Vtiger CRM is a customer relationship management platform that helps businesses manage contacts, sales, marketing, customer support, and other business processes. By connecting Vtiger CRM to Coefficient, you can import your CRM data directly into Google Sheets or Excel for easier reporting and analysis.

Through Coefficient's AI-powered agent chat, you can quickly pull data from your Vtiger CRM account and organize it in your spreadsheet. Once imported, you can also schedule automatic refreshes, create snapshots, and set up automations to keep your data up to date. 📊

Connecting to Vtiger CRM

Import from Vtiger CRM

Schedule your Import, Snapshots, and Add Automations

FAQs for Vtiger CRM Integration

Connecting to Vtiger CRM

When you begin a Vtiger CRM import for the first time, you will need to go through a few steps to connect to Vtiger CRM as a data source for Coefficient.

1. Open the Coefficient Sidebar and click the Menu.

2. Select “Connected Sources”.

3. Select “Add Connection” at the bottom and then “Connect” to Vtiger CRM.

4. Find your Access Key from your Vtiger account. ℹ️ NOTE: In Vtiger CRM, click your profile icon (top-right) and go to "My Preferences". Your Access Key is listed there; copy it. Your Base URL follows the pattern below: https://yourcompany.od2.vtiger.com Please see Vtiger CRM API documentation for details.

5. Enter your Username, Access Key, and Base URL from your Vtiger CRM account.

6. When successful, you can proceed with creating an import by clicking the "Import data..." button at the bottom.

Import from Vtiger CRM

1. Open the Coefficient Sidebar and click on the “Import from…” button.

2. Select “Vtiger CRM” from the list.

3. Enter a clear and specific prompt describing your request for the data you need from Vtiger CRM.

4. Fields relating to your request will appear in the sidebar for you to select/unselect to include in your import. Click on "Add fields" to show all available fields. Click "Import" to proceed.

5. Please allow a moment for the agent to generate your import. (The results will appear shortly.) Congratulations on creating your first Vtiger CRM import through the agent chat! 🎉

Schedule your Import, Snapshots, and Add Automations

Once you have pulled your data into your spreadsheet using Coefficient, you can set up the following:

FAQs for Vtiger CRM Integration

How can I update or add filters to refine the data in my Vtiger CRM import?

To edit your import, open it from the sidebar and click “Edit this import” under the summary section (see screenshot). From there, enter a new prompt in the agent chat describing the updates you’d like to make (such as adding filters or adjusting sorting).

Can I schedule my import for auto-refresh after it has been created by the agent?

How can I update the API key for my Vtiger CRM data source connection?

When you edit your import and open the Agent Chat, the AI will automatically detect if your API key is no longer valid. If needed, you’ll be prompted within the chat to update or enter a new API key.

How can I provide feedback about my experience with the agent chat?

After your import is created, a prompt will appear in the sidebar allowing you to share your experience with the agent by selecting like or dislike.  Your feedback helps us continue to improve the experience. 🙏🏼