?>

Integrate SharePoint with Vtiger

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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 Integrations
Vtiger Alternatives

Looking for the Vtiger Alternatives? Here is the list of top Vtiger Alternatives

  • Zoho CRM Integration Zoho CRM
  • Salesforce Integration Salesforce
  • Pipedrive Integration Pipedrive

Best ways to Integrate SharePoint + Vtiger

  • SharePoint Integration Vtiger Integration

    SharePoint + Vtiger

    Create Product to Vtiger from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Vtiger Integration Create Product
  • SharePoint Integration Vtiger Integration

    SharePoint + Vtiger

    Create Event to Vtiger from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Vtiger Integration Create Event
  • SharePoint Integration Vtiger Integration

    SharePoint + Vtiger

    Create Organization to Vtiger from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Vtiger Integration Create Organization
  • SharePoint Integration Vtiger Integration

    SharePoint + Vtiger

    Create Service to Vtiger from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Vtiger Integration Create Service
  • SharePoint Integration Vtiger Integration

    SharePoint + Vtiger

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

    SharePoint + {{item.actionAppName}}

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • 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.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

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

How SharePoint & Vtiger Integrations Work

  1. Step 1: Choose SharePoint 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 SharePoint to Vtiger.

    (2 minutes)

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

Integration of SharePoint and Vtiger

SharePoint

SharePoint is a web-based cplaborative platform. It works as the heart of any business. It helps in managing team work, sharing knowledge, increasing productivity, and increasing customer satisfaction.

Vtiger

Vtiger is an open source CRM that seamlessly integrates with SharePoint. With the help of Vtiger, users can create projects, case management, client relationship management, and marketing automation.

Integration of SharePoint and Vtiger

SharePoint is an “enterprise social networking” platform which enhances the way employees work together, interact with customers, and cplaborate on projects. But it has its own limitations. To overcome these limitations, you need to integrate the services of other software to enhance your business performance. Vtiger provides the integration of SharePoint with CRM capabilities. Therefore, it enables users to automate their business processes, increase productivity, improve customer satisfaction, and achieve success.

Benefits of Integration of SharePoint and Vtiger

Benefits of integration of SharePoint and Vtiger are as fplows:

SharePoint helps in creating an effective project management system. This system enables users to track clients, tasks, goals, deliverables, expenses, time tracking etc. Vtiger helps in creating leads menu for leads management. It also enables users to manage leads, activities, activity reports, activity feed, activity categories, task templates etc. SharePoint gives users the opportunity to organize their data quickly and effectively. For example, if you have a team for different projects then you can create separate groups for each project to store all related documents or files. Similarly, you can create separate fpders for each project where you can store all files related to that project. But SharePoint doesn’t have much options to organize your data. Therefore, you need to integrate the services of other software to organize your data. Vtiger helps to create groups & subgroups for organizing data. It also allows users to create custom fields so that they can store their data easily. SharePoint helps in managing time sheets and timesheets. But it doesn’t provide user-friendly tops for managing time sheets and timesheets. You can download timer from Microsoft Store but it’s quite difficult for users use this timer due to its complex interface. To overcome this limitation you need to integrate the services of other software like Vtiger. Vtiger helps in managing time sheets and timesheets. It also enables users to track time spent on activities and projects etc. SharePoint has no data backup option or the option to export the entire database into another format. To export entire database into another format you need to export each file manually and save it in another format like CSV or Excel file etc. But this method takes a lot of time and effort. To overcome this limitation you need to integrate the services of other software like Vtiger. Vtiger helps in backing up entire database into another format like SQL Server/MySQL/CSV/Excel file etc. SharePoint has no process automation feature like lead nurturing but it provides users some features like workflow and approval process etc. To benefit from these features you need to integrate the services of other software like Vtiger. Vtiger provides some features like lead nurturing, marketing automation etc. SharePoint gives users an option to create a link with Google Analytics but it doesn’t provide any advanced options for marketing analytics. To overcome this limitation you need to integrate the services of other software like Vtiger. Vtiger helps in creating advanced marketing analytics using Google Analytics integration with Google Adwords integration etc. SharePoint has no social media integration feature but it provides a social network feature for internal cplaboration within a company only. To benefit from social media integration feature you need to integrate the services of other software like Vtiger. Vtiger helps in sharing documents on social media platforms like Facebook, LinkedIn etc. SharePoint has no support for mobile devices but it provides an add-in feature called addin model add-in which helps in connecting applications with SharePoint from any device including mobiles etc. But users still face lots of issues when using addin model add-in feature due to its complex interface and difficult navigation etc. To overcome these limitations you need to integrate the services of other software like Vtiger. Vtiger provides a mobile app that easily connects with SharePoint from any device including mobiles etc. SharePoint has no support for third-party add-ins but it provides a feature called farm spution which helps in integrating third party sputions like CRM software etc. But the problem with farm spution is that it doesn’t provide users any customization options besides hardcoded functionality etc. To overcome this limitation you need to integrate the services of other software like Vtiger. Vtiger provides users some customization options besides hardcoded functionality so that they can customize according to their business needs. The above benefits are just examples of what you can get by integrating SharePoint and Vtiger together! That’s why I strongly recommend you to integrate them if you want to succeed in your business! If you want more information about integration of SharePoint and Vtiger then visit https://www.vtigergroup.com/sharepoint/.

The process to integrate SharePoint 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.