Integrating Vtiger with Microsoft Outlook by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Vtiger and Microsoft Outlook
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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.
About Microsoft Outlook
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.
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It's easy to connect Vtiger + Microsoft Outlook without coding knowledge. Start creating your own business flow.
- Triggers
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Lead Created or UpdatedTriggers when a new lead is created or existing lead is updated.
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New Case
Triggers when a new Case created.
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New Contact
Triggers when a new Contact created.
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New Event
Triggers when a new Event created.
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New Invoice
Triggers when a new Invoice is created.
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New Lead
Triggers when a new Lead is created.
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New Organization
Triggers when a new Organization created.
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New Product
Triggers when a new Product created.
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New Service
Triggers when a new Service created.
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New Ticket
Triggers when a new Ticket is created.
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New Todo
Triggers when a new todo is created.
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Calendar Event StartTriggers at a specified time before an event in your calendar starts.
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New Calendar Event
Triggers when an event is added to you selected calendar.
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New Contact
Triggers every time a new contact is added.
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New Email
Triggers whenever a new email is received.
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Updated Calendar Event
Triggers every time an event is updated.
- Actions
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Create Case
Creates a new Case.
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Create Event
Create a new Event in Vtiger.
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Create Organization
Creates a new Organization/Account/Company.
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Create Product
Creates a new Product in Vtiger.
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Create Project
Creates a new project.
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Create Service
Creates a new Service item in Vtiger.
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Create Ticket
Creates a new Ticket.
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Create Todo
Create a new To do in Vtiger.
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Create or Update Contact
Triggers when a new contact is created or existing lead is updated.
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Create or Update Lead
Creates or updates lead.
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Create or Update Product
Creates a new product or updates an existing product in Vtiger.
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Update Project
Updates an existing project in Vtiger.
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Update Todo
Update a selected todo in vtiger.
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Create Contact
Create a new contact to your Office 365 account.
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Create Event
Create an event directly on your designated calendar.
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Delete Event
Deletes events.
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Send Email
Send an email from your Outlook account.
How Vtiger & Microsoft Outlook Integrations Work
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Step 1: Choose Vtiger as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Microsoft Outlook as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Vtiger to Microsoft Outlook.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.