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Office 365 + Vtiger Integrations

Appy Pie Connect allows you to automate multiple workflows between Office 365 and Vtiger

About Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

About Vtiger

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
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Best Office 365 and Vtiger Integrations

  • Office 365 Trello

    Office 365 + Trello

    Create Trello Cards from new Office 365 emails Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Trello Create Card
    Keeping up with Office 365 emails that you need to take an action on is really difficult when you receive hundreds of emails in a day. With this integration, you can automatically create Trello cards for those mails to follow up later. After setting this integration up, we will automatically create a card in Trello for every new email received on your Office 365 account. Our Office 365-Trello integration allows you to take rapid action on your Office 365 emails by converting them into Trello cards.
    How It Works
    • A new email is received in Office 365
    • Appy Pie Connect creates a new Trello card on a chosen board
    What You Need
    • An Office 365 account
    • A Trello account
  • Office 365 Slack

    Office 365 + Slack

    Receive Slack alert messages for every new Office 365 event Read More...
    When this happens...
    Office 365 New Event
     
    Then do this...
    Slack Send Channel Message
    Set up this Slack – Office 365 integration and we will watch your Office 365 account for you. After setting up this integration, we will send a notification to your chosen Slack channel every time a new event is created in associated Office 365 calendar. Our automation platform enables you to set up this Connect in a few minutes without having to write a single line of code. So, stay on top of your schedule at all times by integrating your Office 365 calendar with Slack now.
    How This Integration Works
    • A new event is created in your chosen Office 365 calendar
    • Appy Pie Connect sends a notification to your chosen Slack channel
    What Is Needed for This Integration
    • An Office 365 account
    • A Slack account
  • Office 365 Slack

    Office 365 + Slack

    Get notifications in Slack for new Office 365 emails (containing subject, sender, body preview and link to email) Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Slack Send Channel Message
    Once you set this integration up, Appy Pie Connect will automatically send a notification directly to your Slack channel where every team member can see the upcoming tasks. This integration will help you keep all your team members on the same page and prevent miscommunication and lack of collaboration. This Connect sends notifications, containing email subject, snippet (body preview), sender name, and link to email.
    How This Integration Works
    • An email is received on Office 365
    • Appy Pie Connect sends a notification to the Slack channel of your choice
    What You Need
    • An Office 365 account
    • A Slack account
  • Office 365 Todoist

    Office 365 + Todoist

    Create Todoist tasks from new Office 365 emails Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Todoist Create Task
    Turn your Office 365 emails into Todoist tasks with Office 365 – Todoist automation from Appy Pie Connect. Once you’ve established this integration, whenever a new email is received in Office 365, we will automatically turn it to Todoist task, so you never miss an important email again. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How This Integration Works
    • A new email is received in your Office 365 account
    • Appy Pie Connect automatically creates a new task in Todoist
    What You Need
    • An Office 365 account
    • A Todoist account
  • Office 365 Slack

    Office 365 + Slack

    Get every new Office 365 email (in full) in a Slack channel of your choice Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Slack Send Channel Message
    Get more out of your Slack account by integrating it with Office 365. After setting this integration up, whenever a new email is received in your Office 365 account, Appy Pie Connect will automatically send a message in the Slack channel of your choice. In this automation, you can either select inbox or a folder to watch for new emails.
    How It Works
    • A new email is received in your Office 365 inbox or folder
    • Appy Pie Connect posts a message (customizable) in your selected Slack channel
    What You Need
    • An Office 365 account
    • A Slack account
  • Office 365 Slack

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    When this happens...
    Office 365 {{item.triggerTitle}}
     
    Then do this...
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Connect Office 365 + Vtiger in easier way

It's easy to connect Office 365 + Vtiger without coding knowledge. Start creating your own business flow.

    Triggers
  • New Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

    Actions
  • Create Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

  • Create Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

How Office 365 & Vtiger Integrations Work

  1. Step 1: Choose Office 365 as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Office 365 with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Vtiger as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Vtiger with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Office 365 and Vtiger

Office 365 is a web-based platform that provides the tops to increase productivity, improve communication and cplaboration. It helps an organization to streamline its process by reducing workload and increasing efficiency. Vtiger CRM is a web-based platform that helps in managing customer information and relationship. It helps in improving sales and service by centralizing all information about customers. Office 365 and Vtiger have their own unique features and advantages.

Integration of Office 365 and Vtiger is a powerful spution for organizations that need to manage their customer information. There are two ways of integration. using SharePoint Online with Vtiger CRM or using the Office 365 API with Vtiger CRM. In both cases, Vtiger can receive new data directly from Office 365.

  • Using SharePoint Online with Vtiger CRM
    • A user needs to log in to the Office 365 portal.
    • The user then clicks on the add-ons option and then select the ‘get it now’ option.
    • The user will be redirected to Vtiger and logs in there.
    • Linking of Office 365 with Vtiger is now complete.
    • Information from Office 365 can now be linked with Vtiger CRM.
    • Data can be synced automatically.
    • A user can also choose to manually sync the data.
    • Updates can also be sent from Vtiger to Office 365.

    9. This integration supports multiple languages such as French, German, Spanish, Italian, Portuguese (Brazil), Japanese, Korean, Dutch, Chinese (traditional), Chinese (simplified.B. Using Office 365 API with Vtiger CRM

    • A user needs to log in to the Office 365 portal.
    • The user then clicks on the add-ons option and then select the ‘get it now’ option.
    • The user will be redirected to Vtiger and logs in there.
    • Linking of Office 365 with Vtiger is now complete.
    • Information from Office 365 can now be linked with Vtiger CRM.
    • Data can be synced automatically.
    • A user can also choose to manually sync the data.
    • Updates can also be sent from Vtiger to Office 365.
    • This integration supports multiple languages such as French, German, Spanish, Italian, Portuguese (Brazil), Japanese, Korean, Dutch, Chinese (traditional), Chinese (simplified.

    The process to integrate Office 365 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.