Vtiger Customization: Automatically Save Survey Results

As soon as a customer finishes and saves a form, the results will automatically save in Vtiger as a survey record.  This process allows you to keep better track of your survey results. 

Here’s How the Customization Works: 

  • A transaction is completed
  • Vtiger automatically sends a survey to the customer
  • Once the survey is completed, the data is put into Vtiger as a survey record

Contact us to learn more or for help with your Vtiger CRM!

Contact Us

Leave a Reply

Your email address will not be published.

top

Boru Inc. Dismiss