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Vtiger + SharePoint Integrations

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

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 SharePoint

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
Connect Vtiger + SharePoint in easier way

It's easy to connect Vtiger + SharePoint 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 Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

    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 & SharePoint 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 SharePoint as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate SharePoint 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 SharePoint

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 [1].

SharePoint?

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.

Integration of Vtiger and SharePoint

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 [2].

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 [3].

Benefits of Integration of Vtiger and SharePoint

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.