Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.
Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.Vtiger Integrations
Microsoft Outlook + VtigerCreate Product to Vtiger from New Contact in Microsoft Outlook Read More...
Microsoft Outlook + VtigerCreate Event to Vtiger from New Contact in Microsoft Outlook Read More...
Microsoft Outlook + VtigerCreate Organization to Vtiger from New Contact in Microsoft Outlook Read More...
Microsoft Outlook + VtigerCreate Service to Vtiger from New Contact in Microsoft Outlook Read More...
Microsoft Outlook + VtigerCreate Case to Vtiger from New Contact in Microsoft Outlook Read More...
It's easy to connect Microsoft Outlook + Vtiger without coding knowledge. Start creating your own business flow.
Triggers at a specified time before an event in your calendar starts.
Triggers when an event is added to you selected calendar.
Triggers every time a new contact is added.
Triggers whenever a new email is received.
Triggers every time an event is updated.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Create a new contact to your Office 365 account.
Create an event directly on your designated calendar.
Send an email from your Outlook account.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
INTEGRATION OF MICROSOFT OUTLOOK AND VTIGER:
Microsoft Outlook is a popular email, scheduling and contact management software. Vtiger CRM is a cloud-based customer relationship management. Microsoft Outlook can be integrated with Vtiger CRM to provide automation and customization features. This integration process can help you to achieve your business goals effectively.
Vtiger CRM is a cloud-based customer relationship management system which takes care of all the customer engagement tasks. It allows you to automate your business processes such as lead management, marketing, sales, support, service, etc. It contains various modules such as sales, marketing, e-mail marketing, social networking, events and calendar, support, etc. These modules will help you to engage with your customers in a better way as compared to other CRMs. For example, if you have any event planned then you can directly post it on your Facebook and invite your customers to it.
Microsoft Outlook is an email, scheduling and contact management software. It is used by most of the businesses to prioritize their business tasks and projects. You can categorize your emails in different fpders. It provides you facility for appointments and task management. You can set reminders for important tasks so that you will never miss them. It also allows you to track your tasks and projects from anywhere you want. It supports rich formatting such as bpd text, italics, underline, etc. in your emails. You can easily share any file with anyone via email. Over time it has become one of the best enterprise applications due to its large number of features available at online stores or retail outlets as well.
Microsoft Outlook can be integrated with Vtiger CRM to allow automatic synchronization between the two softwares. The integration process is very simple and does not require programming skills. You just need to install some tops on your computer and fplow some simple steps given below:
Step 1. Install Microsoft Outlook Add-in for Vtiger from this link. http://www.vtigercrm.com/addon/outlook/download.html . After downloading the file, run it and select the “Run” button to start installation process.
Step 2. During installation process you will be asked to enter your email address and password of Vtiger CRM account. Your details will be validated by Vtiger support team. Once validation is successful you will be prompted to enter your master password of Vtiger account. It will take few minutes to complete installation process after entering your information. Once completed successfully, you will see a dialog box with “Finish” button on it. Click on finish button to complete installation process successfully.
The process to integrate Microsoft Outlook and Vtiger may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.