Integrate Google Docs with Vtiger

Appy Pie Connect allows you to automate multiple workflows between Google Docs and Vtiger

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About Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

About Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

Want to explore Google Docs + Vtiger quick connects for faster integration? Here’s our list of the best Google Docs + Vtiger quick connects.

Explore quick connects

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Connect Google Docs + Vtiger in easier way

It's easy to connect Google Docs + Vtiger without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

  • Actions
  • Create Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

How Google Docs & Vtiger Integrations Work

  1. Step 1: Choose Google Docs as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Vtiger as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Google Docs to Vtiger.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Google Docs and Vtiger

Google Docs

Google Docs is an online word processing top offered by Google which allows its users to create documents in the form of text files, spreadsheets, slideshows, draw freehand, insert images or videos, etc. It was launched in April 2006 and was available only to Google Apps for Your Domain users until it became available to all on February 13, 2007. (Google Docs)

Vtiger

Vtiger is a web-based customer relationship management (CRM. software which allows its users to manage their contacts, leads, tasks, activities, etc. (Vtiger Homepage)

Integration of Google Docs and Vtiger

Integrating Google Docs with Vtiger is an effective method for creating an effective database of contacts/customers/clients/sales leads/etc., while using Google Docs for various purposes such as cplaboration, making new contacts, creating reports, etc. These integrated tops can also be used for the purpose of training employees in multiple locations/offices/countries rather than sending them to an annual conference. The customized reports can be created in Google Docs and uploaded on the cloud server so that clients can access them globally through their web browser without time restrictions or geographical barriers. This feature can also be used for the purpose of sharing the customized information with new employees. The employee can create his/her own account with Google Docs and can use its features for the purpose of managing his/her own tasks and activities related to his/her work. It offers an option of editing documents simultaneously with other users online and many other benefits which make it a user-friendly top. (Google Docs)

Benefits of Integration of Google Docs and Vtiger

Integration of Google Docs with Vtiger offers several benefits such as unlimited storage capacity, no login hassle for accessing documents from multiple locations, easy cplaboration among multiple users, etc. These features help in managing the information in an organized manner. The integration of these two tops also helps in effective communication between different offices, branches and regions thus making it a very useful top in today’s dynamic world where businesses have to face a lot of challenges in terms of competition in a globalized market. (Vtiger Screen Shot)

In conclusion, we see that the integration of Google Docs with Vtiger offers several benefits including unlimited storage capacity for documents/information, no login hassle for accessing documents from multiple locations, easy cplaboration among multiple users, etc. These features help in managing the information in an organized manner. The integration of these two tops also helps in effective communication between different offices, branches and regions thus making it a very useful top in today’s dynamic world where businesses have to face a lot of challenges in terms of competition in a globalized market.

The process to integrate Google Docs and Vtiger may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm