Connect Microsoft Office 365 and Vtiger CRM to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
How Zapier works
Zapier makes it easy to integrate Microsoft Office 365 with Vtiger CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Office 365.
Add your action
An action happens after the trigger—such as "Create Case" in Vtiger CRM.
You’re connected!
Zapier seamlessly connects Microsoft Office 365 and Vtiger CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling- Parent Folder
- Child Folder
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Microsoft Office 365 and Vtiger CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Office 365 on the Zapier blog
Learn how to automate Vtiger CRM on the Zapier blog
Frequently Asked Questions about Microsoft Office 365 + Vtiger CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and Vtiger CRM
How can I synchronize contacts between Microsoft Office 365 and Vtiger CRM?
You can synchronize contacts by setting up triggers in Office 365, such as 'New Contact,' to automatically create a corresponding contact in Vtiger CRM. Similarly, an update in Vtiger CRM can trigger an action to update the contact in Office 365.
Is it possible to create calendar events in Vtiger CRM based on Outlook meetings?
Yes, you can automate the creation of calendar events in Vtiger CRM when a new meeting is scheduled in Outlook. By using triggers such as 'New Event' from Office 365, we can ensure every meeting is reflected on your Vtiger calendar.
Can we send automated emails through Office 365 when a deal is closed in Vtiger CRM?
Certainly! You can set up a trigger for the 'Deal Closed' event in Vtiger CRM to send pre-configured emails via your connected Office 365 account.
What actions are available if an email is received in my Office 365 inbox that relates to a customer in Vtiger CRM?
You could set an action for incoming emails from specific addresses or domains to create or update records directly within Vtiger CRM. This ensures customer data stays current without manual intervention.
How do I ensure that tasks assigned in Outlook appear as tasks in Vtiger CRM?
To have tasks mirrored between platforms, use the 'New Task' trigger from Outlook within Office 365, which will automatically create a corresponding task entry within your Vtiger CRM system.
Can Microsoft Teams messages be logged into Vtiger CRM?
Yes, integrating Microsoft Teams with our setup allows messages or channels mentions related to clients or projects to be logged into related modules within your Vtiger account through defined triggers and integrations.
How do we track document changes made through SharePoint within our Vtiger system?
Integrations can be set so that any document uploaded or modified within SharePoint will trigger updates inside relevant sections of your Vtiger CRM database, maintaining file version control and access logs efficiently.
