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shiloh_automatisch/packages/docs/pages/apps/vtiger-crm/connection.md
Linden Crandall 5075f5c5d8
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2025-02-06 04:14:18 +09:00

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Vtiger CRM

:::info This page explains the steps you need to follow to set up the Vtiger CRM connection in Automatisch. If any of the steps are outdated, please let us know! :::

  1. Go to the link and create an account.
  2. Go to My Preferences of your account.
  3. Copy Access Key value from Vtiger CRM to Automatisch.
  4. Fill Username field as your Vtiger CRM account email on Automatisch.
  5. Fill Domain field as if your dashboard url is https://acmeco.od1.vtiger.com, paste acmeco.od1 to the field on Automatisch.
  6. Click Submit button on Automatisch.
  7. Congrats! Vtiger CRM connection is created.