SalesPartner
+ Vtiger
Every conversation logged. Every appointment synced. Every status updated. Your Vtiger stays current without lifting a finger.
Vtiger
All-in-one CRM for growing businesses
A unified CRM platform combining sales, marketing, and support. Trusted by 300,000+ businesses for customer relationship management.
Your CRM. Always Current.
SalesPartner handles the conversations. Vtiger keeps the records. Every text, every call, every appointment—automatically logged to the right Contact. Your team sees the full picture without data entry.
Instant Sync
Activities appear in Vtiger within seconds of happening.
Complete History
Every message, every response—the full conversation thread.
Team Visibility
Sales reps see all interactions before their calls.
Cloud & On-Premise
Works with Vtiger Cloud and self-hosted installations.
What Gets Synced
Every meaningful interaction flows into Vtiger automatically. No copy-paste. No forgotten updates.
Messages
Message Sent
Outbound SMS/chat logged with full content
Message Received
Inbound messages from leads captured
Message Delivered
Delivery confirmation recorded
Message Failed
Failed sends logged with error details
Appointments
Appointment Scheduled
New bookings create calendar events
Appointment Rescheduled
Time changes sync to existing event
Appointment Cancelled
Cancellations logged with reason
Appointment Completed
Completion status updated
Lead Status
Status Changed
Pipeline stage updates automatically
Qualification Complete
Qualification data syncs to custom fields
How It Works
Connect Your Vtiger
Simple access key setup
Go to My Preferences in Vtiger to get your Access Key. Enter your username and key in SalesPartner—connected in minutes.
Map Your Contacts
Link leads to Vtiger records
New leads get matched to existing Vtiger Contacts by phone or email. No duplicates. Clean data from day one.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds instantly, qualifies them, and books appointments. All while logging everything.
Vtiger Updates
Activities appear in real-time
Every interaction creates a Document, Task, or Event on the Contact record. Full content, timestamps, and outcomes. Zero delay.
Team Takes Over
Reps have full context
Before every call, your team sees the entire conversation history. What the lead asked. What they care about. What was promised.
Why Connect SalesPartner to Vtiger
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Accurate Reporting
Response times, conversion rates, channel performance—all in your existing Vtiger reports and dashboards.
No Double Entry
Stop copying conversation notes into Vtiger. Stop updating statuses manually. It just happens.
Open Source Friendly
Works with both Vtiger Cloud and self-hosted Community Edition. Your deployment, your choice.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
Home Services
Scenario:
Lead texts at 9pm asking about HVAC repair
Result:
SalesPartner qualifies them, books appointment for morning. Full conversation in Vtiger before tech arrives.
Real Estate
Scenario:
Buyer inquires about listing via web chat
Result:
Budget, timeline, must-haves all captured. Agent sees complete profile before showing.
Healthcare
Scenario:
Patient asks about appointment availability
Result:
Scheduling handled automatically. Compliant notes logged to patient record.
Technical Specifications
API Version
Vtiger REST API v1
Authentication
HTTP Basic (Username + Access Key)
Sync Direction
One-way (SalesPartner → Vtiger)
Sync Frequency
Real-time (< 5 seconds)
Supported Plans
One Growth, Professional, Enterprise
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/restapi/v1/vtiger/default/createCreate Documents/Notes/restapi/v1/vtiger/default/createCreate Events/Tasks/restapi/v1/vtiger/default/reviseUpdate Contact fields