Office 365 contacts integration with crm

OFFICE 365 CONTACTS INTEGRATION WITH CRM HOW TO
OFFICE 365 CONTACTS INTEGRATION WITH CRM INSTALL

OFFICE 365 CONTACTS INTEGRATION WITH CRM HOW TO

Here we will explain how to create a contact. When you click on an email, if no lead or contact records in your CRM account match the senderвЂ™s email address, you can create them by clicking the Create Lead or Create Contact button. From Outlook, you will be able to create contacts, view contact details, and perform a host of other actions. With the Vtiger add-in installed on your Outlook, it will take a few clicks, and the world of your contacts is at your fingertips. Now that you have installed and logged in to the add-in, let us see what you can do. You have to open an email and click the Vtiger add-in to view the details. Once you log in, you will get access to your CRM via the Vtiger add-in from your Outlook. Sign Up if you donвЂ™t have Vtiger credentials.The Vtiger CRM pop-up appears on the right. Click the Vtiger for Outlook gadget on the top right of the email.When you click on the Vtiger for Outlook gadget, it will open the Vtiger CRM window. Once you have installed the add-in, it will appear in the Outlook emails.

Once you have successfully added the Add-in, the Vtiger logo will appear in the emails. Once it's installed, click on Open in Outlook Web.Search and click on Vtiger for Outlook add-in.Microsoft AppSource apps screen will open. Click the App launcher on the top left corner of the screen.

OFFICE 365 CONTACTS INTEGRATION WITH CRM INSTALL

To install the Vtiger add-in, follow these steps: You need to first install the Vtiger add-in for outlook before you start using it.

Create follow-up meetings and view upcoming events.

View and respond to specific contact-related cases.

Note : This add-in is available for both web and desktop versions of Outlook.

Select the date from when the sync must happen in the Sync From field.

Click the Enable Events Sync toggle button.

Note : You cannot add custom fields to Calendar as the fields are mapped by default.

Edit the Events Sync Settings section for the following:.

Click the Enable Emails Sync toggle button.

Select Sync Direction from the drop-down.

Edit the Emails Sync Settings section for the following:.

Click the Enable Contacts Sync toggle button.

Note : You cannot add custom fields to Contacts as the fields are mapped by default.

Select Sync Direction from the three options given in the drop-down.

Select which data must be synced from the Office365 Data drop-down.

Edit the Contacts Sync Settings section for the following:.

You will find three sections in the Sync Settings window.

The Sync Settings window will appear once you are logged in to your Microsoft account.

If you are configuring for the first time, click Sign In and sign in using your Microsoft credentials, or Click Settings next to Office365 and Sync Log.In the List View, click Sync on the top right.ДЇollow these steps to configure the sync settings from the Contacts module: Note : You can also configure these settings by going to Settings > Extensions > Office365. To know more about Office 365 + Vtiger CRM, click here. Get reminders about meetings, emails, and campaigns and never miss meetings with contacts.Get automated reminders to follow up on idle contacts that will help you generate new business and build your network.Save communication history for contact by archiving Office 365 emails into Vtiger CRM - ensure you do not forget what you have discussed and have speaking points ready for your next meeting.Leverage sales insights by identifying opportunities that are not progressing and take necessary actions to close the deal.Access all your contacts and calendars from Office 365 and Vtiger with 2-way sync - do not worry about losing contact information or missing events, meetings, and email.Access emails, documents, and spreadsheets from different locations and different time zones - now you can share all your documents.Here are some of the benefits of this integration: No problem! Create, coordinate, and reach out to co-workers and customers from wherever you are by integrating Office 365 with Vtiger CRM. Is your contact or customer traveling? Is your sales team spread out in different cities? Are you worried about how you will coordinate with everyone? You will be able to use documents, send emails, and share files from wherever you are located. With Office 365, you will have the option of quickly saving all your documents on MS servers. If you are using MS Office apps like Word, Excel, PowerPoint, etc., you will benefit from using Office 365. Office 365 is the online web version of Microsoft Office or MS Office as it is popularly known.

Office 365 contacts integration with crm