Sync contacts, emails and calendars between Office 365 and Vtiger CRM
Posted: Mon Dec 23, 2024 5:15 am
Sync contacts, emails and calendar events between Office 365 and Vtiger CRM
Your sales reps love working in Office 365. They send and receive email, manage contacts, and schedule meetings with it, and it’s great for their personal productivity. Warning: Any new contacts they reach, sales messages they exchange, or meetings they schedule remain isolated in their Office 365 accounts. That means managers have poor visibility into reps’ calendars, other reps can’t see which contacts have been engaged, and support reps are left taiwan whatsapp number guessing about customer needs and interaction histories when providing support. Collaboration isn’t happening the way it should, and customers feel it when they interact with others.
Vtiger's Office 365 integration ensures that all your customer-facing staff have access to the latest customer information via Vtiger, even if your reps prefer to work in Office 365. To achieve this, the Office 365 integration syncs contacts, emails, and calendars between sales and the Office 365 rep account and the Vtiger CRM collaboration environment, leading to more effective customer engagement and better sales and support results.
Everyone on your team is aware of every new contact.
Sales reps are constantly growing their network of contacts, and often those contacts end up in Office 365 first. When a deal arises, the Office 365 integration allows them to send those contacts to Vtiger, ensuring that teams deciding on next steps always have the right information to make decisions. Any changes made to those contacts later, whether in Vtiger or Office 365, are automatically applied in the other application, ensuring that whether it’s an upsell opportunity being closed by sales or a support call being handled by a support rep, everyone has the right contact information to engage.
Seamlessly drag and drop customer conversations into Vtiger CRM
Published Sales Statistics Find out that on average, about a third of a sales rep’s time is spent searching or manually entering data into their CRM. One-click email sync from Office 365 to CRM eliminates the need to copy emails as notes to contacts by automatically adding any emails exchanged between contacts to their CRM contact records. This allows sales, support, and marketing teams to grow relationships faster with the full communication history available in Vtiger.
Eliminate meeting overlaps with synced calendars
Your sales reps’ days are booked and meetings are queuing up. Room for error: none. They love working in Office 365, but Vtiger’s advanced calendar management tools (like automatic event scheduling) mean they have to track separate calendars and duplicate events to stay organized. It’s only a matter of time before an event is missed, and that could mean the end of a promising deal. Office 365 integration keeps your team’s calendars in sync between Vtiger and Office 365, saving time and eliminating the possibility of missed events or accidental scheduling conflicts.
Want to learn more about Vtiger CRM integration with Office 365? Visit our documentation page or feel free to send us an email at
Your sales reps love working in Office 365. They send and receive email, manage contacts, and schedule meetings with it, and it’s great for their personal productivity. Warning: Any new contacts they reach, sales messages they exchange, or meetings they schedule remain isolated in their Office 365 accounts. That means managers have poor visibility into reps’ calendars, other reps can’t see which contacts have been engaged, and support reps are left taiwan whatsapp number guessing about customer needs and interaction histories when providing support. Collaboration isn’t happening the way it should, and customers feel it when they interact with others.
Vtiger's Office 365 integration ensures that all your customer-facing staff have access to the latest customer information via Vtiger, even if your reps prefer to work in Office 365. To achieve this, the Office 365 integration syncs contacts, emails, and calendars between sales and the Office 365 rep account and the Vtiger CRM collaboration environment, leading to more effective customer engagement and better sales and support results.
Everyone on your team is aware of every new contact.
Sales reps are constantly growing their network of contacts, and often those contacts end up in Office 365 first. When a deal arises, the Office 365 integration allows them to send those contacts to Vtiger, ensuring that teams deciding on next steps always have the right information to make decisions. Any changes made to those contacts later, whether in Vtiger or Office 365, are automatically applied in the other application, ensuring that whether it’s an upsell opportunity being closed by sales or a support call being handled by a support rep, everyone has the right contact information to engage.
Seamlessly drag and drop customer conversations into Vtiger CRM
Published Sales Statistics Find out that on average, about a third of a sales rep’s time is spent searching or manually entering data into their CRM. One-click email sync from Office 365 to CRM eliminates the need to copy emails as notes to contacts by automatically adding any emails exchanged between contacts to their CRM contact records. This allows sales, support, and marketing teams to grow relationships faster with the full communication history available in Vtiger.
Eliminate meeting overlaps with synced calendars
Your sales reps’ days are booked and meetings are queuing up. Room for error: none. They love working in Office 365, but Vtiger’s advanced calendar management tools (like automatic event scheduling) mean they have to track separate calendars and duplicate events to stay organized. It’s only a matter of time before an event is missed, and that could mean the end of a promising deal. Office 365 integration keeps your team’s calendars in sync between Vtiger and Office 365, saving time and eliminating the possibility of missed events or accidental scheduling conflicts.
Want to learn more about Vtiger CRM integration with Office 365? Visit our documentation page or feel free to send us an email at