Connect Vtiger
Connect Vtiger and put your records on the map.
Put your Vtiger accounts, contacts and deals on the map so reps can see what's nearby and managers can see coverage at a glance.
1. Open Data Sources
In GeoMaps, open the menu in the top-right corner of the map and choose Data Sources. Add a new source and select Vtiger to open its connection form.
2. Connect Vtiger
Vtiger connects with your instance URL, username, and access key (not your password).
- In Vtiger, open My Preferences and copy your access key.
- In GeoMaps, enter your Instance URL (e.g. https://your-company.od2.vtiger.com), your username, and the access key.
GeoMaps imports Leads, Contacts, Organizations and Opportunities.
3. Choose what to map
Pick the object(s) you want to plot and confirm which field holds the address (GeoMaps suggests one for you). Every record is geocoded and dropped on the map, then kept in sync on a schedule as your data changes.
Still need help? Contact our team.