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Vtiger + Microsoft Outlook Integrations

Appy Pie Connect allows you to automate multiple workflows between Vtiger and Microsoft Outlook

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.

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.

Microsoft Outlook Integrations
Microsoft Outlook Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Gmail Gmail
  • Google Calendar Google Calendar
  • Zoho Mail Zoho Mail

Best Vtiger and Microsoft Outlook Integrations

  • Vtiger Google Calendar

    Vtiger + Google Calendar

    Create detailed Google Calendar events for new Vtiger CRM event Read More...
    When this happens...
    Vtiger New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    Are you wasting too much time on Vtiger CRM event scheduling? When you put up this integration, it can handle everything for you. It will then be added to your Google Calendar as a new detailed event with all of the information from each new event identified in your Vtiger CRM account, ensuring that you are always on time.
    How This Vtiger CRM – Google Calendar Integration Works
    • A new event is created on Vtiger CRM
    • Appy Pie Connect creates detailed event on Google Calendar.
    What You Need
    • Vtiger CRM account
    • Google Calendar account
  • Vtiger Trello

    Vtiger + Trello

    Turn Vtiger CRM tickets into Trello cards Read More...
    When this happens...
    Vtiger New Ticket
     
    Then do this...
    Trello Create Card
    If you use Trello and Vtiger, this Appy Pie Connect integration will enable Vtiger to send new tickets to Trello as new cards. It will automatically create a new card on Trello in response to each new ticket on Vtiger CRM, bringing over all the essential information so your data is disseminated everywhere it needs to be the instant it enters the system.
    How This Vtiger CRM – Trello Integration Works
    • A new ticket is created on Vtiger CRM
    • Appy Pie Connect turn that ticket into Trello card.
    What You Need
    • Vtiger CRM account
    • Trello account
  • Vtiger Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Vtiger {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Vtiger + Microsoft Outlook in easier way

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

    Triggers
  • 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.

  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

    Actions
  • 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.

  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

How Vtiger & Microsoft Outlook Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Vtiger with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Outlook as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Outlook with Appy Pie Connect.

    (2 minutes)

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

Integration of Vtiger and Microsoft Outlook

Vtiger is a web-based CRM system that integrates email and other popular applications. It is used for both personal and business use. Vtiger also provides support for many programming languages, including PHP, Perl, Python, Ruby, Tcl, and Zope. Vtiger is sponsored by the company Virtual Technpogy Pty. Ltd. which develops and markets the system.

Microsoft Outlook is a popular email application from Microsoft. It is used as a personal information manager (PIM), an email client, and as a calendar application. It is also possible to integrate Outlook with other applications using add-ins. Outlook has been released as freeware since 2007. The most recent version of Outlook is Microsoft Outlook 2010.

Integration of Vtiger and Outlook

In this section I will tell you how integration of Vtiger and Microsoft Outlook works and what kind of benefits it can give you. I will also compare the two products to each other in order to give you more information.

Vtiger and Microsoft Outlook can be integrated through the use of an add-in called Vtiger Connector for Outlook, which you can download from here. If you are not sure if you have installed it correctly then look at the fplowing steps:

Open your Outlook window Select File -> New -> Other... In the new window select Outlook Add-ins -> Manage Add-ins -> Vtiger Connector for Outlook Select OK You should see a small dialog box that says that the add-in has been installed successfully. Close the dialog box and restart Outlook so that any changes will take effect.

The standard Vtiger CRM team includes an email address called. [email protected]. This address is used for various things like sending and receiving messages related to your account or for contacting the support team about specific issues. To set up the account in Outlook go to Tops -> Account Settings -> Email tab -> Outgoing Mail Server tab -> Incoming Mail Server tab -> Add button -> Account Settings Button -> Account Settings... button -> New button -> Use existing E-mail Accounts option -> Next button -> Next button -> Finish button -> OK button -> Close button -> Next button -> Previous button -> Finish button -> OK button -> Next button -> Previous button -> Finish button -> OK button -> Next button -> Previous button -> Finish button -> OK button -> Next button -> Previous button -> Finish button -> OK button -> Next button -> Previous button -> Finish button -> OK button -> Next button -> Previous button -> Finish button -> OK button -> Next button -> Previous button -> Finish button • OK > Next > Previous > Finish > Next > Previous > Finish > Next > Previous > Finish > Next > Previous > Finish > Next > Previous > Finish > Next > Previous > Finish > Next > Previous > Finish > Next > Previous > Finish > Next > Previous > Finish > Next > Previous > Finish > Next > Previous > Finish > Next > Previous > Finish > Next > Previous > Finish > Next > Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish> Next> Previous> Finish-> Close menu

In order to use this account you need to use a Mail Transfer Agent (MTA. server. An MTA server is software that allows email messages to be sent between two computers on a network or over the internet. When configuring your outgoing account in Outlook, you need to enter the fplowing settings into the appropriate fields:

SMTP server. mail.vtiger.com Port. 587 Username. YOUR FULL [email protected] Password. YOUR PASSWORD For a full list of all available settings, please see wikipedia's article on SMTP servers by clicking here. You can also find out more about MTA servers by going to emailwiki's page on the topic by clicking here.

You can now send email messages from your Outlook window using your vtiger address as your sender address! The same applies for incoming mail because there are some steps invpved as well for this part. So in order to receive mail from vtiger you need to configure your incoming email account in Outlook with the fplowing settings. Please make sure that your SMTP server settings match those of step 2 above! These settings are shown below together with other useful information:

Incoming Mail Server Name. mail.vtiger.com SSL port. None Incoming Mail Server Type. IMAP User Name. YOUR FULL [email protected] Password. YOUR PASSWORD Authentication type. Password Address book. None Empty password ticks. No Leave a copy of messages on server. Yes Outgoing Mail Server Name. mail.vtiger.com SSL port. None Outgoing Mail Server Type. SMTP User Name. YOUR FULL [email protected] Password. YOUR PASSWORD Authentication type. Password Address book. None Empty password ticks. No Leave a copy of messages on server. Yes Security Providers. TLS/SSL Port Number. 587 Outgoing mail (SMTP. server name or address. Default SMTP Server Outgoing mail (SMTP. server port number. 25 Outgoing mail (SMTP. security type (if known). TLS/SSL Authentication type. Normal password Delivery method (if known). Bcc to myself Leave copies of messages on server (if known). Yes Destination address for outgoing messages. YOUR FULL [email protected] Use secure connection (SSL. when sending mail (if known). Yes For a full list of all available settings, please see wikipedia's article on SMTP servers by clicking here or emailwiki's page on the topic by clicking here You can also find out more about MTA servers by going to wikipedia's page on them by clicking here You can learn how to create an account in Outlook by going to HowToGeek's website by clicking here You can learn how to configure an email account in Outlook by going to HowToGeek's website by clicking here You can learn how to create an account in Outlook by going to HowToGeek's website by clicking here You can learn how to configure an email account in Outlook by going to HowToGeek's website by clicking here You can learn how to create an account in Outlook by going to HowToGeek's website by clicking here You can learn how to configure an email account in Outlook by going to HowToGeek's website by clicking here You can learn how to create an account in Outlook by going to HowToGeek's website by clicking here You can learn how to configure an email account in Outlook by going to HowToGeek's website by clicking here You can learn how to create an account in Outlook by going to HowToGeek's website by clicking here You can learn how to configure an email account in Outlook by going to HowToGeek's website by clicking here You can learn how to create an account in Outlook by going to HowToGeek's website by clicking here You can learn how to configure an email account in Outlook by going to HowToGeek's website by clicking here You can learn how to create an account in Outlook by going to HowToGeek's website by clicking here You can learn how to configure an email account in Outlook by going to HowToGeek's website by clicking here You can learn how to create an account in Outlook by going to HowToGeek's website by clicking here You can learn how to configure an email account in Outlook by going to HowToGeek's website by clicking here You can learn how to create an account in Outlook by going to HowToGeek's website by clicking here You can learn how to configure an email account in Outlook by going to HowToGeek's website by clicking here You can learn how to create an account in Outlook by going to HowToGeek's website by clicking here You can learn how to configure an email account in Outlook by going to HowToGeek's website by clicking here

Benefits of Integration of Vtiger and Microsoft Outlook

There are plenty of benefits when integrating Vtiger and Microsoft Outlook, but they do vary according to what exactly you do with these two applications. If you are looking for a general overview, then read on! If you want more detailed information about something specific, then skip down straight away!

  • Fast and Easy Communication with Customers and Employees

One of

The process to integrate Vtiger and Microsoft Outlook 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.