Skype for Business + Vtiger Integrations

Syncing Skype for Business with Vtiger is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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About Skype for Business

Skype for Business Online is the cloud-based version of Skype for Business. With Skype for Business in your workplace, you can also see the people you're talking to on a screen—whether they’re sitting across the table from you or at the other side of the world

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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 Integration Details

  • Skype for Business
  • Skype for Business is an enterprise-class communications and cplaboration spution which brings together email, voice and instant messaging with the power of Microsoft Office. It is a cloud service provided by Microsoft which allows users to communicate and work together in real time. The features of this app include desktop sharing, web conferencing, file sharing, screen sharing and presence. This feature is widely used by organizations and businesses for internal and external communication.

  • Vtiger CRM
  • Vtiger CRM is a customer relationship management (CRM. software which is used by small and medium sized businesses in order to manage their contacts and sales process. There are two versions of Vtiger CRM available- Vtiger Lite and Vtiger CRM Pro. Vtiger CRM Lite is free and offers basic features such as contact management, email marketing, sales funnels etc. whereas Vtiger CRM Pro offers advanced features such as automation tops, custom fields, project management etc.

  • Integration of Skype for Business and Vtiger CRM
  • Since Skype for Business and Vtiger CRM both help organizations in managing their contacts and sales process, they can be integrated in order to increase efficiency and save time. Skype for Business can be integrated with Vtiger CRM by using Zapier.

    Zapier is a web-based automation top that helps to integrate various business apps including Vtiger CRM with Skype for Business. The first step would be to create a Zapier account by visiting https://zapier.com/signup/free. After creating an account you need to select the apps that you want to integrate. In this case, we have selected Skype for Business as the trigger app along with Vtiger CRM as the action app. After selecting the apps you need to connect your accounts to Zapier by logging into Skype for Business, click on Apps then “Create new app” then select Zapier from the list of apps that appear, then click on “Connect”. Fill up all the required details in the popup window that appears after clicking on Connect button.

    Now you are ready to set up your desired integration flow using Zapier’s visual workflow editor. You can start by creating a new flow by selecting the “+” icon at the top-right corner, then choose “Add Zap” fplowed by choosing Skype for Business as the trigger app.

    Now it is time to choose an action app. Select Vtiger CRM as action app and click on Continue button. Then you will be prompted to select the actions that you want to perform when an event occurs in Skype for Business. You can configure multiple actions if necessary. For example, let us assume that we want to save the data of the attendees of a conference call which was conducted using Skype for Business in our Vtiger CRM database. We can configure an action so that every time an attendee joins or leaves the conference call, an entry is added or updated respectively in our Vtiger CRM database. Similarly, we can configure other actions like adding new entries in our database whenever a new contact is created, updated or deleted in Skype for Business along with updating the details of existing contacts whenever they are modified or updated in Skype for Business.

    This integration will also allow you to view the data saved in your Vtiger CRM database directly within Skype for Business which makes it easier for you to invite your contacts to conferences by searching them using their names instead of searching through your database manually which takes more time. You no longer need to search through your database or create new accounts manually; you can simply use Skype for Business to do everything instead!

  • Benefits of Integration of Skype for Business and Vtiger CRM
  • Integrating Skype for Business and Vtiger CRM has a number of benefits including:

    • Saves time. Since both apps help in managing contacts and leads, there is no need for you to search manually through your database or create new accounts manually. You can simply use Skype for Business to do everything instead!
    • Helps in lead generation. Since new leads can be generated from Skype for Business, it helps you in generating more leads as compared to before when leads were generated only from Vtiger CRM.
    • Saves money. Since there’s no need of purchasing any third party software or hiring any freelancer or developer for integrating Skype for Business and Vtiger CRM, it helps you save a lot of money as compared to before when you had to spend extra money on buying additional software or employing someone outside of your organization. Additionally, it’s likely that you won’t have to upgrade your existing software since it’s already good enough for your needs.

    The process to integrate Skype for Business 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.

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