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Vtiger + Google Docs Integrations

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

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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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.

How Vtiger & Google Docs Integrations Work

  1. Step 1: Choose Vtiger as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Vtiger with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Google Docs as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Google Docs with Appy Pie Connect.

    (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 and Google Docs?
  • Vtiger is an open source CRM system which can be used to manage the customer relationship. It has a rich set of features like website integration, email marketing and social network integration. It is used by companies of all sizes to manage their business with ease and efficiency. According to a study, about 50% of companies are using Vtiger for their business processes.

    Google Docs is a web based document editing service provided by Google. It is available on any device which supports internet and uses it as a central platform for documents. Many companies use Google Docs to store and share important data.

  • What are the benefits of integrating Vtiger and Google Docs?
  • Here are some of the benefits of integrating Vtiger and Google Docs:

    • Easy sharing of documents

    The integration allows users to share documents easily without having to worry about compatibility issues while opening or editing. They can work on these documents simultaneously without having to worry about conflict issues. The users would have no problem in accessing these documents from any device connected to the internet.

    • Enables faster editing of documents

    It also enables faster editing of documents since users do not have to worry about compatibility issues while opening or editing them. Also, the users do not have to worry about saving documents as they are automatically saved as the users make changes. Hence, there is no need to manually save documents.

    • Better security of data

    The integration makes it easier for users to share documents securely without worrying about security issues. The users have contrp over who gets access to the document or who does not get access to it. This way, sensitive data can be kept safe from unauthorized access.

    • Cost effective

    Integration of Vtiger and Google Docs is cost effective as compared to separate software for each purpose like CRM systems and document editing services. Also, the increased adoption of the integration makes it easier for companies to find skilled personnel for these systems.

    Integration of Vtiger and Google Docs

    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.