vTiger® Office365 Integration

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vTiger® ; Office365 Integration

With Outlook addons you can sync Email, Contact and Calendar for selected modules in the vTiger.

key feature of Integration

  • Easy installation and setup
  • Email Integration from Office 365 outlook
  • Attach Emails to CRM modules like Lead/Contact/Organization/Vendor
  • Auto-populate CRM data against respected customer’s email on side pane of Email client
  • Contacts integration from vTiger to Office 365 outlook
  • Calendar Integration from vTiger to Office365
  • Quick create record from Email client to CRM
  • Overview of 360 degree view of record without login to CRM
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Description

vTiger® Office365 Integration

Office365 connectors allow synchronization of Email, Contact and Calendar between vTiger and Office 365 to synchronize data between both the systems.

 

Version compatibility: 6.5, 7.0, 7.1, 7.2, 7.3, 7.4, 7.5, 8.0, 8.1, 8.2, 8.3

Description : 

With Outlook add ons you can sync Email, Contact and Calendar for selected modules in the vTiger. This integration comes with 2 installation methods

  • Install Extension for vTiger from the “Add to cart” option.
  • Install Extension for your Office 365 Extension
    • Click here to get Office 365 add-ins from the Microsoft store

Key feature of Integration

  • Easy Installation and Setup
  • Email Integration from Office 365 Outlook
  • Attach Emails to CRM modules like Lead/Contact/Organization/Vendor
  • Auto-populate CRM data against respected customer’s email on side pane of Email client
  • Contacts Integration from vTiger to Office 365 Outlook
  • Calendar Integration from vTiger to Office365
  • Quick create a record from Email client to CRM
  • Overview of a 360-degree view of record without login to CRM

 

Help

Need more help on how to install/use Office365 Integration ?
Find out more information here,
Click Here to view how to install addon
Click Here to get more help on how to use addon

License & Support

  • Module Manager compatible
  • Does not modify your Core code Until we permission from you
  • Maximum 10 hours of Free support until 3 months from purchase date, above that period regular hourly support will be applicable
  • Updates (Use the module lifetime and updates are free for the first year)
  • If the module has a trial period then a refund will not be applicable to that module.
  • 15 days money-back guarantee applicable to that module that doesn’t have a free trial period
  • 90 days Free upgrade after that normal rate applied

Release Notes

Version 1.0(Update Date : Dec 27, 2024)

Features :

– Sync Email of Outlook to vTiger CRM
– Sync Contacts of Office 365 from vTiger to Office 365 and Vice Versa
– Sync Calendar of Office 365 from vTiger to Office 365 and Vice Versa
– Oauth 2.0 Authentication for Office 365 ( Outlook ).
– Sync Records Batch Wise from vTiger to Office 365 and Vice Versa.
– Build Intuitive Design of Extension.

Video

Demo

Click on button for DEMO
Version 7.x Demo

Prerequisites

🔧 System Requirements:

* The CRM URL must be hosted on a public IP and be accessible globally via a web browser.
* The CRM must be secured with a valid SSL certificate.
* The CRM must run on HTTPS — HTTP is not supported.
* There should be no inbound or outbound firewall restrictions; the server must allow external connections for authentication.
* The CRM must be accessed using a domain name (IP address–based URLs are not supported).

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