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Vtiger + Microsoft Excel Integrations

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

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

Connect the apps you use everyday and find your productivity super-powers.

  • Google Sheets Google Sheets
  • Smartsheet Smartsheet

Best Vtiger and Microsoft Excel Integrations

  • Vtiger Trello

    Microsoft Excel + Trello

    Create a new card in Trello on a new row in Excel Read More...
    When this happens...
    Vtiger New Row
     
    Then do this...
    Trello Create Card
    This integration also allows you to create cards in Trello from directly inside Excel and gives you the ability to include your attachments on that card. After setting this integration, Appy Pie Connect automatically creates a new card in Trello when a new row is added to your spreadsheet in Google Sheets. This way, you can track tasks easily in an organized manner.
    How It works
    • Whenever there is a new row in Microsoft Excel
    • Appy Pie Connect turns it into a Trello card automatically
    Apps Involved
    • Microsoft Excel
    • Trello
  • Vtiger Google Sheets

    Microsoft Excel + Google Sheets

    Update new Excel rows to Google Sheets Read More...
    When this happens...
    Vtiger New Row
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Can’t convert your Excel spreadsheet into a Google Sheet? Wish you could quickly add new Excel rows to Google Sheets? This Appy Pie Connect integration is for people who often need to convert Excel files into Google Sheets. . Set up this integration, and Appy Pie Connect will replicate the contents to any Google Sheet you want, guaranteeing that your data is available wherever you need it.
    How This Excel-Google Sheets Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds it as a new row on Google Sheets
    Apps Involved
    • Excel
    • Google Sheets
  • Vtiger Asana

    Microsoft Excel + Asana

    Create a task in Asana for every new Excel row Read More...
    When this happens...
    Vtiger New Row
     
    Then do this...
    Asana Create Task
    Never cut and paste data again. Appy Pie Connect makes every integration effortless, allowing users to create Asana tasks automatically for every new Excel row that connects with Appy Pie Connect. Once enabled, this Appy Pie Connect integration will monitor any Excel spreadsheet you specify, triggering a task in Asana with each new row you add, keeping you focused on getting things done.
    How This Excel-Asana Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds a task on Asana
    Apps Involved
    • Excel
    • Asana
  • Vtiger Asana

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Vtiger {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{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.

How Vtiger & Microsoft Excel 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 Microsoft Excel as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Excel 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 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.