As a business, we are all about efficiency. This means minimising repetitive (and boring) tasks as much as possible. We are excited to release our direct integration with Vtiger. Vtiger is a CRM designed specifically for small and medium-sized enterprises and supports over 300,000 businesses worldwide!
What does the Vtiger integration do?
This integration allows you to connect your Vtiger CRM account with your Doc2 account. Once connected, you will be able to pull data that is stored in your CRM directly into a template form in Doc2. For example, you could start typing the name of a new customer and the integration will allow you to auto-complete their name, but also fill in any other information relating to that person, maybe a company name, a date of birth or address.
As a result, you can now create your contracts with ease and send them to be eSigned in seconds.
How do I set it up?
Setting it up is simple:
- Connect your Vtiger account through the App page under Settings
- Go to ‘Edit Template’, edit the lastest version of the template
- Find the field you want to lookup from, say a name field (or ESIGN:NAME field)
- Set the field type as external data, then pick Vtiger
- Set what data you want to feed into each field
- Submit and you’re done!
If you have any issues connecting and using it, just contact us on the live chat at the bottom of the page and we will help you get up and running!
Want a different integration?
Do you want us to integrate with a different CRM or other data source? Feel free to drop us a message on the live chat or email us at firstname.lastname@example.org with any suggestions for future integrations.
Use Vtiger, but don’t have a Doc2 account yet? Sign up for the 14-day free trial today.