All integrations
Vtiger
CRM Integration

HeyKoala AI for Vtiger

HeyKoala AI for Vtiger

Turn every voice and WhatsApp conversation into a guest record in Vtiger, with sentiment, preferences, and follow-ups already attached to the contact.

100%

Of conversations captured

0

Manual contact creation

Live

Sentiment on every record

Days

To full Vtiger sync

What HeyKoala does on Vtiger

1

Contacts created automatically

Every new guest who calls or messages becomes a Vtiger contact, with phone, channel, and consent captured.

2

Conversations attached

Every conversation is logged against the contact, transcribed, scored for sentiment, and tagged with the intent.

3

Tasks and tickets routed

Service requests and follow-ups appear as Vtiger tasks or cases against the right contact and owner.

How the integration works

Three steps from signup to live.

1

Authorise Vtiger access

Connect your Vtiger account to HeyKoala using the standard API. Choose which modules sync.

2

Map fields and pipelines

Contact fields, custom fields, and your service pipeline are mapped once, so records land tidy.

3

Go live across channels

Calls, WhatsApp, and forms all flow into Vtiger with the AI's context, transcripts, and sentiment attached.

Compatibility

Vtiger Cloud and Vtiger Open Source via REST API.

Common questions

Does HeyKoala replace our Vtiger CRM?

No. HeyKoala enriches Vtiger. We capture conversations and create or update records, while Vtiger remains your CRM system of record.

Can we keep our existing Vtiger workflows?

Yes. Workflows, approvals, and automation in Vtiger continue to run. HeyKoala feeds them with cleaner, richer data.

What happens to a returning guest?

The AI looks up the contact in Vtiger by phone number. If they exist, the conversation logs against the same record and the AI greets them by name.

Plug HeyKoala into Vtiger. Go live in days.

See a live conversation read from and write back to Vtiger in a 30-minute demo.