Send Instantly AI Entries to Vtiger

Instantly AI to Vtiger Integration Guide

With Syncspace, you can automatically send new entries from your Instantly AI directly to your Vtiger audience—no coding or technical skills required. Your form data flows automatically from one platform to the other.
Just follow the steps in this guide, and your Instantly AI submissions will start showing up in vtiger automatically.

It’s fast, simple, and saves you time.

Prerequisites:

• You have access to both a Instantly AI account and a vtiger account.
• You are logged in to both platforms.

Step 1 Click on App Credentials

Step 2 Create a New Credential

Step 3 Configure App details

• Add your App Name
• Select Mailchimp from the Multiselect Dropdown

Step 4 Add your vtiger URL , your Username and vtiger Access Key and first click Verify then Save

Need help creating credentials?
For Vtiger CRM, Click here
For Vtiger Open Source, Click here.
If you’ve already done that, continue below to create the space.

Step 5 Click on Add Space to create a new space

Step 6 Select your Source App from the dropdown

• Choose Instantly AI

Step 7 Copy the Webhook URL generated for Instantly AI

Step 8 Steps to Verify Webhook URL in Instantly AI

Need help creating credentials?
For Vtiger CRM, Click here
For Vtiger Open Source, Click here.
If you’ve already done that, continue below to create the space.

Step 9 Go Back to your Space ,Verify the webhook URL and then click on continue

Step 10 Select the Target App from the dropdown

• Choose vtiger

Step 11 Select the vtiger account you created earlier while setting up your app credentials.

Step 12 Choose the Model for Vtiger.

Step 13 Click on save and then Map Fields

Step 14 Match your Gravity Form fields to vtiger fields

Example: Name → First Name, Email → Email Address

Step 15 Choose how you want to save your space

You will see two buttons: Save as Draft and Save and Activate.

• Click Save and Activate, your space will be saved and activated automatically.

• Click Save as Draft, This will save your space, but it won’t be active. You can activate it later by following the next steps.

Step 16 Go to the Action Column in your Space and click Activate your Space

Step 17 Log in to your vtiger account and check under Audience list

You should see the new contact/subscriber added