Integrate Microsoft Excel with Vtiger
Appy Pie Connect allows you to automate multiple workflows between Microsoft Excel and Vtiger
- No code
- No Credit Card
- Lightning Fast Setup
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.
Vtiger IntegrationsLooking for the Vtiger Alternatives? Here is the list of top Vtiger Alternatives
-
Zoho CRM
-
Salesforce
-
Pipedrive
Best ways to Integrate Microsoft Excel + Vtiger
-
Microsoft Excel + Vtiger
Create Product to Vtiger from New Worksheet in Microsoft Excel Read More...When this happens...
New Worksheet
Then do this...
Create Product
-
Microsoft Excel + Vtiger
Create Event to Vtiger from New Worksheet in Microsoft Excel Read More...When this happens...
New Worksheet
Then do this...
Create Event
-
Microsoft Excel + Vtiger
Create Organization to Vtiger from New Worksheet in Microsoft Excel Read More...When this happens...
New Worksheet
Then do this...
Create Organization
-
Microsoft Excel + Vtiger
Create Service to Vtiger from New Worksheet in Microsoft Excel Read More...When this happens...
New Worksheet
Then do this...
Create Service
-
Microsoft Excel + Vtiger
Create Case to Vtiger from New Worksheet in Microsoft Excel Read More...When this happens...
New Worksheet
Then do this...
Create Case
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Microsoft Excel + Vtiger without coding knowledge. Start creating your own business flow.
-
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.
-
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.
Compliance Certifications and Memberships
Highly rated by thousands of customers all over the world
We’ve been featured on
How Microsoft Excel & Vtiger Integrations Work
-
Step 1: Choose Microsoft Excel as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Vtiger as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Microsoft Excel to Vtiger.
(2 minutes)
-
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.
