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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 worldRead More
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
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 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.
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!
Integrating Skype for Business and Vtiger CRM has a number of benefits including:
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.
It's easy to connect Skype for Business + Vtiger without coding knowledge. Start creating your own business flow.