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Integrate Microsoft Excel with Vtiger

Appy Pie Connect allows you to automate multiple workflows between Microsoft Excel and Vtiger

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About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

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.

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Best ways to Integrate Microsoft Excel + Vtiger

  • Microsoft Excel Integration Vtiger Integration

    Microsoft Excel + Vtiger

    Create Product to Vtiger from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Vtiger Integration Create Product
  • Microsoft Excel Integration Vtiger Integration

    Microsoft Excel + Vtiger

    Create Event to Vtiger from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Vtiger Integration Create Event
  • Microsoft Excel Integration Vtiger Integration

    Microsoft Excel + Vtiger

    Create Organization to Vtiger from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Vtiger Integration Create Organization
  • Microsoft Excel Integration Vtiger Integration

    Microsoft Excel + Vtiger

    Create Service to Vtiger from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Vtiger Integration Create Service
  • Microsoft Excel Integration Vtiger Integration

    Microsoft Excel + Vtiger

    Create Case to Vtiger from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Vtiger Integration Create Case
  • Microsoft Excel Integration {{item.actionAppName}} Integration

    Microsoft Excel + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Excel + Vtiger in easier way

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

    Triggers
  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

  • 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
  • Add Row to Table

    Adds a new row to the end of a specific table.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Excel & Vtiger Integrations Work

  1. Step 1: Choose Microsoft Excel 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 Microsoft Excel to Vtiger.

    (2 minutes)

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

Integration of Microsoft Excel and Vtiger

Microsoft Excel is a powerful top that helps users to manage and manipulate data and information into a spreadsheet format (Duker, 2009. It is a computer program for organizing, analyzing and presenting data. It is widely used by many business firms for their business operations and other tasks such as creating financial reports, calculating taxes and applying formulas. Microsoft Excel was initially released in the year 1985 by Microsoft. It is created for Windows platform and later on it was also made compatible with Mac OS and Linux.

On the other hand, Vtiger CRM is a web based application that helps the users to manage and organize their contacts and other information stored in a central location. It is very useful for small and medium sized businesses to manage and organize their contacts, appointments, correspondence etc. It integrates the functionality of Microsoft Outlook with other IT tops such as Vtiger CRM, Microsoft SharePoint, Chatter and Social media management tops.

Integration of Microsoft Excel and Vtiger

In order to integrate Microsoft Excel with Vtiger, one requires the use of an add-in that will be used in Vtiger CRM. The add-in is a Microsoft Excel workbook that contains the code which allows the integration between the two applications. The add-in can be created by either a programmer or a developer who has a good knowledge of both Microsoft Excel and Vtiger CRM. The add-in is created using Microsoft Visual Studio Tops for Applications programming language. This programming language is used to create applications for integrating with Office applications such as Word, Excel, PowerPoint etc.

The main advantage of using the add-in is that it allows the user to have a complete contrp over his data. It also allows him to have a precise understanding of the data that is being manipulated by the user. In addition to this, the add-in will also allow the user to be able to manipulate the data by writing simple formulas in a spreadsheet format. This feature will make it more suitable for use by end users who are not skilled in programming languages (DeLisle, 2008.

Benefits of Integration of Microsoft Excel and Vtiger

The integration of Microsoft Excel with Vtiger CRM will allow the users to perform various tasks more efficiently than they would otherwise. It will make it easier for them to create reports, charts, graphs etc. which were earlier handled manually. The users will also be able to create new records in Vtiger CRM while working in Microsoft Excel without having to switch between multiple windows. This will eliminate the need to copy information from one document to another. This feature will also allow them to send emails directly from Vtiger CRM using Microsoft Outlook.

Integration of Microsoft Excel with Vtiger CRM will help small businesses that are operating on tight budget to save money on manpower resources. The integration will allow them to handle all their contact information at one place rather than having separate spreadsheets for each department or project individually.

The process to integrate Microsoft Excel 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.