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Integrate Vtiger with Microsoft Excel

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

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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 Microsoft Excel

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.

Microsoft Excel Integrations
Microsoft Excel Alternatives

Looking for the Microsoft Excel Alternatives? Here is the list of top Microsoft Excel Alternatives

  • Google Sheets Integration Google Sheets
  • Smartsheet Integration Smartsheet

Best Vtiger and Microsoft Excel Integrations

  • Vtiger Integration Microsoft Excel Integration

    Vtiger + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Contact is created in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Contact
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Vtiger Integration Microsoft Excel Integration

    Vtiger + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Product is created in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Product
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Vtiger Integration Microsoft Excel Integration

    Vtiger + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Event is created in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Event
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Vtiger Integration Microsoft Excel Integration

    Vtiger + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Case is created in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Case
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Vtiger Integration Microsoft Excel Integration

    Vtiger + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Organization is created in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Organization
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • 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 + Microsoft Excel in easier way

It's easy to connect Vtiger + Microsoft Excel 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 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.

    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.

  • Add Row to Table

    Adds a new row to the end of a specific table.

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

How Vtiger & Microsoft Excel 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 Microsoft Excel 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 Microsoft Excel.

    (2 minutes)

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

Integration of Vtiger and Microsoft Excel

Vtiger?

Vtiger is a CRM which integrates with the open source enterprise resource planning software, SugarCRM. It is an integrated spution for managing organizations’ customer relationships and business processes in a single application. Vtiger supports the full range of customer relationship management (CRM. features including. sales and marketing automation, customer service, help desk, knowledge management, reports, email marketing, community support, campaigns, e-commerce, online store, catalogs, surveys, project management and more.

Microsoft Excel?

Microsoft Excel is one of the most popular spreadsheet program offered by Microsoft. Excel is available on a wide variety of platforms and devices such as Windows, Mac OS X, iOS, Android phones and tablets, Windows Phone, Windows 10. It also runs on Windows server. In 1978, Microsoft released its first version of Excel for the Apple II. The name was changed to Multiplan in 1982 and then to Excel in 1985. As of June 2016, the latest version is Excel 2016.

Integration of Vtiger and Microsoft Excel

Vtiger provides many different modules that are useful for managing and growing a business. Integration of Vtiger with Microsoft Excel gives users the ability to access data from their CRM directly within Microsoft Excel. This helps users to easily analyze data using a familiar top such as Microsoft Excel.

To integrate Vtiger with Microsoft Excel, users must install Vtiger’s integration add-in called BIRT. This integration add-in works with any version of Microsoft Excel 2007 or later. Users can download the BIRT add-in using the link below:

https://github.com/vtigercrm/birt/releases/tag/1.0.0

Benefits of Integration of Vtiger and Microsoft Excel

The benefits of integrating Vtiger with Microsoft Excel are as fplows:

Users can use familiar Microsoft Excel features like PivotTables to analyze data from their CRM.

Users can use Vtiger’s data model to connect their CRM data to other applications like Microsoft Word.

Users can export their CRM data to other applications like Microsoft Word or PowerPoint.

Users can import data from other applications like Microsoft Word and PowerPoint into Vtiger.

Data can be used in reports or dashboards to better evaluate business trends and performance.

After reading the above information about Vtiger and connecting it with Microsoft Excel, you may now understand the importance of integrating these two pieces of software together. Integration of Vtiger with Microsoft Excel enables users to access their CRM data from within an application they are already comfortable with such as Microsoft Excel.

The process to integrate Vtiger and Microsoft Excel 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.