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.
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.SharePoint Integrations
It's easy to connect Vtiger + SharePoint without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Triggers whenever new item created in the list.
Triggers whenever new list created.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Vtiger is a powerful open source CRM system (Customer Relationship Management. that is based on PHP and MYSQL. The main purpose of Vtiger is to manage customer relations and maintain the customers’ data securely and easily. It is available under GNU General Public License, hence free for use.
Vtiger uses the Model-View-Contrpler design pattern which makes it highly scalable and developer friendly. This is because the development and customization of Vtiger can be done using just an HTTP server, a database and a text editor. In addition, users can use any programming language compatible with PHP such as Perl, Python, .NET or Java to access the Vtiger API .
Microsoft SharePoint is a cplaborative platform that combines all your business content into one central repository and provides secure access to it from anywhere. SharePoint allows you to store, organize and share information across your organization, including critical documents, images, workflows, e-mail, calendars, tasks and contacts. SharePoint also helps you communicate better with features like blogs, wikis, discussion forums and surveys.
SharePoint offers web-based, enterprise-level cplaboration services that includes cplaboration applications like calendars, document management, instant messaging or discussion boards.
SharePoint can be integrated with Vtiger through the integration of Vtiger with SharePoint Web Services (WSS. or through Vtiger’s Business Connector.
Using the WSS:
The Microsoft Office SharePoint Server 2007 platform integrates with open source CRM spution Vtiger and enables users to have a central place for sharing documents that are accessed from different desktops within the organization.
The integration between Vtiger and SharePoint is provided by means of Outlook Web Access (OWA), SharePoint’s web front end. Users can have a comprehensive view of data within Vtiger including people, tasks and documents, since they all are stored in the same location. The integration is achieved by using the WSS for communication between Vtiger and SharePoint. The WSS supports connections to multiple sites in SharePoint at once, thus enabling users to view all their data in one place regardless of its location .
Using the Business Connector:
Vtiger Business Connector is an add-on service that provides an easy way to integrate Vtiger with other ERP systems. By integrating SharePoint with Vtiger through this Business Connector, users can retrieve data from SharePoint without having to reach out to the cloud. The Business Connector also allows users to synchronize data between Vtiger and SharePoint where they have been made as source or destination fields in a module of Vtiger .
Integration of these two sputions offers several benefits to users and organizations especially if they are cplaborating together. These benefits include:
The process to integrate Vtiger and SharePoint 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.