Do you use third-party applications to verify your email addresses, enhance lead information, or perform any other tasks?
Businesses often use a variety of external
applications to perform daily repetitive activities or unique activities that meet their business needs. What if I told you that you can run code on your CRM server to perform and automate these activities?
Yes, you heard it right. Using Vtiger vietnam phone number data server scripting feature, you can write and execute code on Vtiger’s server to perform these functions.
Server scripts allow you to create custom code and automate tasks without modifying the core CRM code.
Let’s dig a little deeper.
Defining server scripts and jobs in Vtiger CRM
Let’s talk about Vtiger server scripts first.
Server-side scripting is a technique used in web development in which the server executes and processes scripts or commands and then proven inbound marketing methods generates a response that is sent back to the client or user’s web browser. This is in contrast to client-side scripting, which is executed directly in the user’s web browser.
Server scripts can be used with workflow and authentication settings in Vtiger . You can run a script to perform any action by selecting the Server Script option from the Actions tab.
Server scripts in workflow
Consider that prospect information in your CRM is limited to name, contact details, and email address, making it difficult to conduct targeted marketing campaigns. To get in-depth information such as company names and social switzerland leads profiles, you usually need to invest a lot of time in manual research.
However, by writing server-side scripts, you can automate the process of populating lead records with missing information from external sources, thereby enriching leads. This approach can save time and simplify the process of collecting valuable data.
Likewise, you can execute code on the server to verify an email address, update a contact’s credit score, and so on.
Approved Server Scripts
It is also possible to write server scripts to automate the approval process. For example, once an invoice is created, code can be written to send a message to your manager’s chat application (such as Google Chat or Telegram) requesting approval. As a result, your manager will automatically be notified once the invoice is created, making the approval process more efficient.