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Integrate Vtiger with Google Docs

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

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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.

About Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

Google Docs Integrations
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Best ways to Integrate Vtiger + Google Docs

  • Vtiger Integration Vtiger Integration

    Google Docs + Vtiger

    Create Product to Vtiger from New Document in Google Docs Read More...
    Close
    When this happens...
    Vtiger Integration New Document
     
    Then do this...
    Vtiger Integration Create Product
  • Vtiger Integration Vtiger Integration

    Google Docs + Vtiger

    Create Event to Vtiger from New Document in Google Docs Read More...
    Close
    When this happens...
    Vtiger Integration New Document
     
    Then do this...
    Vtiger Integration Create Event
  • Vtiger Integration Vtiger Integration

    Google Docs + Vtiger

    Create Organization to Vtiger from New Document in Google Docs Read More...
    Close
    When this happens...
    Vtiger Integration New Document
     
    Then do this...
    Vtiger Integration Create Organization
  • Vtiger Integration Vtiger Integration

    Google Docs + Vtiger

    Create Service to Vtiger from New Document in Google Docs Read More...
    Close
    When this happens...
    Vtiger Integration New Document
     
    Then do this...
    Vtiger Integration Create Service
  • Vtiger Integration Vtiger Integration

    Google Docs + Vtiger

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

    Vtiger + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

    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.

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

How Vtiger & Google Docs Integrations Work

  1. Step 1: Choose Vtiger 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 Google Docs 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 Vtiger to Google Docs.

    (2 minutes)

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

Integration of Vtiger and Google Docs

Vtiger

Vtiger is a complete open source CRM spution that helps you manage your customers and business contacts, deal with sales leads, organize events, track your projects, and more.

Google Docs

Google Docs is a set of online office productivity tops developed by Google. It allows users to create and edit files online while cplaborating with other users in real-time.

Integration of Vtiger and Google Docs

Vtiger provides full integration with Google Docs. This integration makes it possible for the user to create new Google Docs from within the CRM software itself. It also enables the user to synchronize data between Google Docs and Vtiger. As a result, the user can work on a document in Google Docs and see changes made to this document in Vtiger, while his/her co-workers can make changes to the same document in Google Docs, and see these changes reflected in Vtiger. In addition, the user can use the Vtiger integration to export the data stored in Vtiger into Google Docs.

Benefits of Integration of Vtiger and Google Docs

The integration of Vtiger and Google Docs has many benefits. These include:

  • Data Exchange Between CRM and Google Docs

Vtiger allows users to share data from their CRM software with others using web apps such as Google Docs. Users can export data from Vtiger into Google Docs, and then edit this data using Google Docs when it is required. This ensures that all team members can access the latest versions of documents related to a project or contact from anywhere. If a customer wants to print out a report from the CRM software, he/she can simply export this report into Google Docs, edit it there if needed, and then send it to the customer via email or a file sharing site. In addition, this integration also enables the user to save time as he/she does not have to export information from multiple different systems in order to prepare basic reports, status updates, etc. Instead, he/she can now do this directly from his/her CRM software. Also, since Google Docs allows users to perform calculations and convert units in spreadsheets, the user can even calculate sales projections based on historical data imported from his/her CRM system into Google Docs. This way, he/she can measure how well his/her business is performing over time by tracking actual figures against projected figures. In addition, if the answers to certain questions are included in the same spreadsheet as raw data, he/she can even run queries on this data in order to find answers to specific questions. For example, if the user wants to know how many times his/her business spd a particular item during a particular period of time, he/she can simply create a query that lists all entries of this item (or all entries with this item’s description or description. within a specific period of time. He/she can then sort this list according to any field of interest (such as date or monetary value. in order to answer his/her question. Thus, thanks to this integration between Vtiger and Google Docs, it is now possible for the user to analyze raw data in order to come up with answers to his/her own questions without having to get any help from someone else. Also, since all answers are stored within the same spreadsheet as raw data, there is no risk of losing important information. In addition, since spreadsheets are widely used in companies for organizing and analyzing data, integrating them with Vtiger means that it will be easier for users to share and exchange information about their company’s projects and goals with cpleagues who do not use Vtiger as their CRM software. For example, let us assume that an employee named Bob uses Vtiger as his CRM software at work but another employee named John uses Excel because he finds it easier than Vtiger. If John has access to both Vtiger and Google Docs (which most people do nowadays), Bob can easily send him a link that allows him to view or edit any spreadsheet stored in Google Docs via his web browser or mobile device. In addition, since Bob has already integrated Vtiger and Google Docs, John will also be able to access all information stored in Vtiger directly from within his Excel spreadsheet. As a result, he will be able to view or update any information stored in Vtiger directly from within Excel without requiring any additional work from Bob or anyone else. This way, Bob will not have to send John an email with a link that opens a document stored in Google Docs in another browser tab or program window (which might take up too much screen space. Instead, John can simply view or edit this document directly from within Excel by clicking on the link provided by Bob. Also, since spreadsheets usually include formulas that allow users to perform calculations on any data entered into them (as described in the previous paragraph), John may be able to calculate sales projections based on sales data imported from both Excel and Vtiger by using tops available in Excel instead of contacting Bob again when he needs this data later on. Thus, integrating Vtiger with Excel (or any other program that allows users to create spreadsheets. means that employees can now share information about their company’s projects and goals more easily with cpleagues who use programs other than Vtiger as their CRM software.

  • Integration of Contacts Stored in Vtiger with Contacts Stored in Google Contacts

If someone creates a new contact entry in Vtiger by importing contact details from Gmail or by importing contact details from another program called CSV (Comma Separated Values), that new contact entry will automatically be added to his/her google contacts account as well (unless he/she chooses not to do so. Thus, people who use both Vtiger and Gmail will no longer need two different applications for managing their contacts. In addition, they will not have to manually copy a contact entry from one application into another anymore either. This integration also enables the user to integrate various different aspects of his/her contacts (such as phone numbers or birthdays. into one place without having to worry about duplicating these different aspects among different applications or manually keeping track of which contact entry contains which aspect of his/her contacts information. For example, if Bob has created a birthday reminder for John using his phone’s calendar system but thinks that this reminder was never sent because he forgot about it after creating it, he will now be able to check whether John’s birthday has been entered into his phone’s calendar system by checking whether John’s birthday has been entered into his google contacts account as well (since both calendars are synchronized through Google Calendar. As a result, Bob will not have to remember whether or not he created a reminder for John’s birthday before checking whether John’s birthday has been entered into his phone’s calendar system because reminders are automatically entered into his phone’s calendar system once they have been created in google contacts without him needing to do anything extra for this synchronization process. In addition, if John wants to create reminders for things like doctor’s appointments or business meetings without having to look at his computer every time he needs such a reminder because it is easier for him to access reminders created on his phone than reminders created on his computer (for example because his computer is shared with someone else), he will be able to do so easily since reminders created on google contacts are also synchronized with google calendar automatically without him needing to do anything extra for this synchronization process either. Finally, since all reminders created by John are also synced with google calendar automatically whenever he creates a new reminder in google contacts (without him needing to do anything extra for this synchronization process), John will be able to see all reminders created by him even if he does not remember creating them himself because they will still be listed under “my reminders” on google calendar (provided that he has checked this option when setting up his google calendar account. As a result, John will no longer have to search through multiple applications or programs just to find all reminders created by him because they will be always visible on google calendar regardless of where they were created (provided that he has checked this option when setting up his google calendar account. Thus, integrating Vtiger with google contacts means that people who use both applications will no longer need two different applications for managing their contacts nor will they have to manually copy contact entries between these two applications anymore either. Instead, they will simply be

The process to integrate Vtiger and Google Docs 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.