Google Sheets + Vtiger CRM Integration
Query from Vtiger CRM into Google Sheets
What is Sheet Director?
Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, etc.
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.
What is Vtiger CRM?
Vtiger CRM breaks the walls between your Marketing, Sales, and Support teams, enabling them to do their best work from one shared view of the customer.
Vtiger to Google Sheets: Use Case(s)
> Pull all data from Vtiger CRM objects and store it into a google sheet - Query
Setting Up Vtiger CRM in Sheet Director
Choose App and Service :
Select Vtiger CRM from the list of applications.
Enter your API key in key text box.
Enter your domain name in domain name text box.
Click on connect to Vtiger CRM to connect to Vtiger CRM so that you can pull data.
Where to find Vtiger API key?
Log into your Vtiger CRM account.
From the top right of your main Vtiger CRM dashboard page, click on your name/icon, then click on My Preferences.
You can see your Access Key in User Information section that is your API key.
Where to find domain name?
Login to Vtiger CRM account.
Search in URL of the Vtiger CRM. In right side you can see domain name as highlighted.
In right side you can see domain name inside rectangle.Take only 'XXXX.odX' as your domain name.
Vtiger CRM to Google Sheet - Query
If Vtiger CRM is connected successfully the following screen appears.
Select the required fields.
Configure the destination settings to save the executed data.
Switch on Run automatically to execute services automatically in background.
Configure the Notification settings to setup the email templates and add attachments.
Click on execute to pull the data into sheet.
Click save to save the service.