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vTiger Google / Office365 Help Guide

Google Office365 Suite Extension allows each user to set up their own Google & Office365 Configuration to Sync Contacts & Events from vTiger to Office365 and vice versa. Also Email to be sync as Leads, Contacts, Accounts or Vendor from Chrome to vTiger.

Sync Email

  • Sync Emails of Gmail and Outlook to vTiger CRM as Leads, Contacts, Accounts or Vendors.

Sync Contacts/Calendar

  • Only the Admin User can allow other users from the Configuration Page to sync their data.
  • Sync Events/Contacts from vTiger to Google/Office 365 Outlook & Vice Versa.
  • You can synchronize events and contacts manually or automatically based on the scheduler trigger
  • Configure the batch size for synchronizing events and contacts.
  • Enable the contact groups and calendars where you want to sync events and contacts.
  • For Events, You can sync single Event means not Recurring Events.

Google Dashboard

googleDashboard

Outlook Dashboard

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Please review the following topic for more information about integration.

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Updated on August 16, 2024

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