Table of Contents
How to export contacts from vtiger CRM and import them?
If you want to extract particular records, you need to select them from the list beforehand, then click More > Export. In case you want to export all the contacts, just click “More” button and select Export option. In the next window, you can see three options: Export selected records, Export data in current page, Export all data.
How to integrate Google Drive with vtiger CRM?
Integrate with Google drive for easy document and file storage and sharing. Import Products, Orders, and Contacts from your ECommerce site to Vtiger CRM. Trigger Vtiger record updates after Sharpspring campaign engagement.
How to send SMS notifications in vtiger CRM?
Attach emails to leads & contacts, import/export contacts and create records in Vtiger CRM. Send SMS messages in bulk or individually to contacts, or send notifications to CRM users via SMS. Send SMS messages in bulk or individually to contacts, or send notifications to CRM users via SMS.
How does vtiger help you manage your business?
Transfer ledgers, stock items and sales vouchers from Tally to Vtiger. Personalize every step of the customer journey with an all-inclusive platform that can help you manage calls, WhatsApp, SMS, and email campaigns effortlessly. See notifications for incoming and outgoing calls, click to call from CRM records, log calls, and hear call recordings.
How to import customer data into vtiger CRM?
In CRM systems there are various modules like Leads, Contacts etc for which the data comes from outside sources. Inserting this data into the CRM manually can be a very tedious task. Vtiger offers an Import action which lets you upload bulk data into the system from CSV or VCF files.
How can I Sync my vTiger CRM with Gmail?
Trigger record creation or sync data between Vtiger CRM and 400+ apps (connector). View, edit, or create new contacts, leads, and related records from a sidebar in your Gmail inbox.
Transfer ledgers, stock items and sales vouchers from Tally to Vtiger. Personalize every step of the customer journey with an all-inclusive platform that can help you manage calls, WhatsApp, SMS, and email campaigns effortlessly. See notifications for incoming and outgoing calls, click to call from CRM records, log calls, and hear call recordings.
How does SharpSpring work with a vTiger account?
Trigger Vtiger record updates after Sharpspring campaign engagement. Add or update leads or contacts from SurveyAnyplace form submissions. Get a 360 view of your business with call analytics, reports, insights and more.