Articles on: Integration

How to Integrate Your Vtiger Account With KrispCall

Bring all your customer conversations into one place by connecting Vtiger with KrispCall. With this simple integration, every call, voicemail, and note flows directly into your CRM, giving your team the clarity they need to act faster and serve better. 


No more switching between tools, just one connected platform where your sales and support teams stay organized and ahead.


In this guide, we’ll walk you step by step through the integration process and show you how KrispCall and Vtiger work together to simplify customer relationship management.


Benefits of Integrating Vtiger With KrispCall


The integration of Vtiger with KrispCall brings together customer records and telephony activities in one place. Below are five key benefits of this integration:


Centralized Customer Information


With the integration, all your customer calls, voicemails, and notes are organized in one place. Every piece of interaction history connects directly to the right contact, giving your team instant access to accurate information.


This unified view eliminates data silos, minimizes confusion, and strengthens customer relationships. Sales agents can review past interactions before making a call, while support agents can resolve issues quickly without asking customers to repeat themselves.


Improved Productivity


When KrispCall and Vtiger work together, manual logging of calls and notes becomes unnecessary. Every activity is captured and stored automatically, freeing up valuable time for your team to focus on more meaningful tasks, reducing errors, and preventing missed details.


As a result, both sales and support teams can dedicate more energy to customer engagement rather than administrative tasks. Over time, this leads to faster follow-ups, smoother daily operations, and a clear improvement in how quickly tasks are completed.


Enhanced Customer Experience


The integration ensures that agents always have the full context of customer interactions before even picking up the phone. This prepares them to offer more personalized and relevant responses, improving the overall experience for customers.


When customers feel understood and valued, it builds trust and loyalty. Having a complete conversation history available also reduces wait times and unnecessary back-and-forth, creating a more professional and pleasant interaction every time.


Faster Response Time


Integrating KrispCall with Vtiger ensures that all call records, voicemails, and notes are instantly available in your CRM. With quick access to complete interaction history, agents no longer waste time searching for details or switching between apps.


A faster response creates a stronger impression on customers and shows that their concerns are a priority. Whether it’s following up on a sales inquiry or resolving a support issue, quick action increases satisfaction and builds trust. Over time, this speed of service can set your business apart from competitors.


Better Decision-Making


Every call, voicemail, and note logged into Vtiger becomes valuable data. Over time, this integration helps you generate insights into customer behavior, call volume trends, and team performance. Managers can use this information to identify what works well and where improvements are needed.


With accurate insights, you can refine sales strategies, adjust support processes, and allocate resources more effectively. This data-driven approach enables leaders to make informed decisions that directly improve efficiency and customer satisfaction.


How to Integrate Your Vtiger Account With KrispCall


Follow these steps to connect Vtiger CRM with your KrispCall account:


Step 1: Log in to your KrispCall account and open the “Settings” menu.


Step 2: Under the “App Settings section, select “Integrations.”

Step 3: After clicking on integrations, you’ll see a list of CRMs and automation tools available for integration. Search for “Vtiger” and click the “Connect” button.

Step 4: Right after clicking the connect button, a pop-up window will appear asking for your Vtiger URL.

Step 5: Log in to your Vtiger account to find the required details. Go to “My Preferences” in your profile.

Step 6: Copy the “URL,” “Username,” and “Access Key” from Vtiger, then paste them into the KrispCall pop-up window.

Step 7: Click the “Connect Now” button. Once connected, you’ll see a success message, and Vtiger will appear under your active integration list.

Manage member Integration settings by the admin/owner


  1. Members must have integrated Vtiger accounts.
  2. The admin/owner can access member integrations and update their account settings.
  3. Members cannot access the admin/owner’s integrations.
  4. Changes made by members do not impact the admin/owner.
  5. Changes made by the admin/owner do not affect member settings.

Integration Settings


Once Vtiger is successfully integrated, users can manage settings as needed. At the first step, users have two options: edit or delete the integration.


  1. Delete Integration: Click the 3 dots menu and select Delete to remove the active integration.


  1. Edit Integration: Click the 3 dots menu and select Edit to open additional settings. From there, users can adjust the options based on their requirements.

General Settings


General settings is the first option, where three additional options are available. All toggle buttons under general settings are enabled by default. 


  1. Create new contacts for calls: Enables one-way contact sync. When the toggle is ON, contacts created in KrispCall get synced to Vtiger. When the toggle is OFF, contacts won’t be synced.


  1. Contacts 2-way sync: Enables two-way contact sync. When the toggle is ON, contacts created in Vtiger get synced to KrispCall, and existing contacts in either KrispCall or Vtiger will sync both ways (initial sync). When the toggle is OFF, contacts won’t be synced.


  1. Notes logging: Syncs notes to Vtiger. When the toggle is ON, notes created, edited, or deleted during calls or from the conversation box are synced. When the toggle is OFF, notes won’t sync to Vtiger.


Workflow Settings


The workflow settings are present right after the general settings. At first, all the options under workflow settings are set to “Calls (Engagements).” Users can click on the settings and easily change them as per their requirements.


  1. Log outgoing answered calls as Call (Engagements)/Disabled: By setting this to Call (Engagements), outgoing answered calls will be synced to calls in Vtiger. By setting it to Disabled, outgoing answered calls will not be synced.
  2. Log outgoing unanswered calls as Call (Engagements)/Disabled: By setting this to Call (Engagements), outgoing unanswered calls will be synced to calls in Vtiger. By setting it to Disabled, outgoing unanswered calls will not be synced.
  3. Log incoming answered calls as Call (Engagements)/Disabled: By setting this to Call (Engagements), incoming answered calls will be synced to calls in Vtiger. By setting it to Disabled, incoming answered calls will not be synced.
  4. Log incoming unanswered calls as Call (Engagements)/Disabled: By setting this to Call (Engagements), incoming unanswered calls will be synced to calls in Vtiger. By setting it to Disabled, incoming unanswered calls will not be synced.
  5. Log voicemail as Call (Engagements)/Disabled: By setting this to Call (Engagements), voicemail logs will be synced to calls in Vtiger. By setting it to Disabled, voicemail logs will not be synced.
  6. Log unassociated numbers as Contact/Leads: By setting this to Contact, unassociated numbers from KrispCall will be synced as Contacts in Vtiger. By setting it to Leads, the unassociated numbers will be synced as Leads in Vtiger.
  7. Log incoming SMS as SMS/Disabled: By setting this to SMS, incoming SMS will be synced to Vtiger as SMS. By setting it to Disabled, incoming SMS will not be synced.
  8. Log outgoing SMS as SMS/Disabled: By setting this to SMS, outgoing SMS will be synced to Vtiger as SMS. By setting it to Disabled, outgoing SMS will not be synced.


Connected Numbers

The connected numbers setting is present after the workflow settings. Under this setting, two options are available:


  1. Log phone calls for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration.
  2. Log SMS for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration. This setting ensures that SMS logs for the selected numbers are synced to Vtiger.


If a number is purchased after the integration, the user needs to add that number manually in the connected numbers section.


Note: If no numbers are selected, then call logs and SMS will not be synced to Vtiger.


Updated on: 19/08/2025

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