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.
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.
Vtiger IntegrationsMicrosoft Excel + Vtiger
Create Product to Vtiger from New Worksheet in Microsoft Excel Read More...Microsoft Excel + Vtiger
Create Event to Vtiger from New Worksheet in Microsoft Excel Read More...Microsoft Excel + Vtiger
Create Organization to Vtiger from New Worksheet in Microsoft Excel Read More...Microsoft Excel + Vtiger
Create Service to Vtiger from New Worksheet in Microsoft Excel Read More...Microsoft Excel + Vtiger
Create Case to Vtiger from New Worksheet in Microsoft Excel Read More...It's easy to connect Microsoft Excel + Vtiger without coding knowledge. Start creating your own business flow.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new worksheet is added to a spreadsheet.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Adds a new row to the end of a specific table.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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.
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.
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.