Here you will find all the information you look for regarding the data sharing between vTiger and the other apps of the marketplace
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Interesting workflow you can accomplish with vTiger on our MarketPlace
Coming soon..When I create a customer in vtiger, it appears in my inventory and accounting applications.
When I create a new product in my inventory system, it appears in vtiger.
Data shared between vTiger and other apps
CRM and Sales data shared
Entity shared | From vTiger to other apps | From other apps to vTiger | See it on my Impac! Dashboard |
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Company | |||
Contacts | Invoice List widget (If invoice is attached) | ||
Leads | |||
Invoices | All invoice widgets | ||
Organizations | Invoice List widget (If invoice is attached) | ||
Products | Growth per product widget (if sales behind product) |
Accounting data shared
Entity | From vTiger to other apps | From other apps to vTiger | See it on my Impac! Dashboard |
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Accounts | Account balance / Accounts comparison widgets | ||
Invoices | All invoice widgets | ||
Taxes |
FAQ
I do not see the leads' company name in other apps when I entered it in vTiger
This field is not mapped between vTiger and Connec! unfortunately! The information won't be pushed to other apps
Team Work
All the apps available on Maestrano marketplace share data with vTiger
However, these three apps are the best matching for vTiger