Send MyOperator Call Details to vtiger

MyOperator to vtiger Integration Guide

With Syncspace, you can automatically send new call data or contact details from MyOperator directly to your vtiger audience—no coding or technical skills required. Your data flows automatically from one platform to the other.
Just follow the steps in this guide, and your MyOperator call records or contacts will start showing up in vtiger automatically.

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

Prerequisites:

• You have access to a MyOperator 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 vtiger from the Multiselect Dropdown

Step 4 Add your vtiger URL, your vtiger Username and Access key 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 Dropdown

• Choose MyOperator

Step 7 Copy the Webhook URL generated for MyOperator

Step 8 Steps to Verify Webhook in MyOperator Account

• Log into your MyOperator account and land on the dashboard.

• On the top-right corner of the navigation bar, click on Manage.

Step 9 Under the Manage section, click on API Integration.

You will be directed to the Integration page.

Step 10 On the left sidebar, click on Calling Webhooks.

Step 11 On the new page, click the “Add New” button located at the top-right.

Step 12 Paste your webhook URL into the Target URL field.

• 📌 Note: Make sure to select POST as the method.

• 📌 Note: Choose form-data as the Content Type.

Step 13 click on “Save” to apply the changes

Step 14 To verify the webhook Call the number 98999xxxxx through a number registered with your MyOperator account.

📝 Note:This step is mandatory to verify that the webhook is correctly configured and receiving data.

Step 15 Go back to the integration platform and click Verify Webhook, then click Continue

Step 16 Select your Target App from the dropdown

• Choose vtiger

Step 17 Select the vtiger account you created earlier while setting up your app credentials.

Step 18 Choose the model for vtiger.

Step 19 Add your MyOperator crdentials

Step 20 Click on the "Save and Map Fields" button

Step 21 Match your MyOperator fields to vtiger fields

• Example: Name → First Name, Email → Email Address

Step 22 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 23 From the Action Column, click to Activate Your Space