Vital CRM is a tool to utilize data visualization concepts and labels to allow for clear customer segmentation and deliver customized messages to targeted customers.
Zapier lets you send info between AddEvent and Vital CRM automatically — no code required. You can do more than just connecting 2 apps — you can automate entire processes from beginning to end!
When you have created an event that requires RSVP, you can transfer the collected information entered by the attendee automatically to e.g. a contact list.
When your users RSVP for your event, use your connected Mail provider to send a confirmation email. Use AddEvent's automated "add to calendar" functionality to create "add to calendar" links and embed that inside the confirmation email.
When your users sign up for e.g. one of your appointments, automatically create the event inside your AddEvent calendar and display the appointments using AddEvent's embeddable calendar.
Connecting AddEvent and Vital CRM is simple using Zapier.
The process below takes around 5 minutes to set up.
Authenticate AddEvent + Vital CRM.
Pick one of the apps as a trigger, which will kick off your automation.
Choose a resulting action from the other app.
Select the data you want to send from one app to the other.