Articles in this section
3CX Phone Integration with Vtiger Configure Asterisk Telephony Gateway Phone Calls with Exotel Configure Knowlarity Telephony Gateway Set up PayPal to process your payments Phone Calls with Plivo Configure SMPP SMS Provider Configure Telzio Telephony gateway Get insights using Power BI Google Contacts and Calendar Integration Google Drive Integration Dropbox Integration Integration with Duocom Phone Calls with Twilio Exchange Connector Integration with Vtiger Integration with Magento Mailchimp Integration Integration with Piesync QuickBooks Online Version Integration Integration with Twitter Microsoft Outlook Plugin Integration with Vtiger Office 365 Integration Olark Chats Integration QuickBooks Desktop Version Integration Stripe Integration in Vtiger Understanding DocuSign Integration Using Google Meet VICIdial Integration Vtiger Buzz Vtiger Enrich Vtiger Gmail add-on Vtiger Gmail Plugin Whitelisting Vtiger on Google to use Gmail Sync Xero Integration Zapier Integration Tally Integration Zoom Meetings Integration Integrating Facebook with Vtiger CRM Vtiger CRM - WhatsApp Integration via Twilio

2-way Sync with Yahoo

Learn how to set up 2-way sync between Vtiger and Yahoo.
S
Sabqat Ruba
21 Jan, 2021 - Updated 2 months ago

Introduction

Using Yahoo for email communication? 

Set up 2-way sync between Vtiger and Yahoo and have all your emails in Vtiger!

 

Vtiger CRM’s 2-way sync functionality allows you to have all your emails in Vtiger so that you don’t have to switch tabs to check emails and use the CRM. 

You must set up 2-way sync in the Inbox module. To learn more about Inbox, click here.
 

Generating a Third-party App Password in Yahoo

To authenticate your Yahoo account in Vtiger, you must generate a third-party app password in Yahoo. 

 

Follow these steps to generate a third-party app password:

  1. Log in to your Yahoo account.
  2. Go to Settings > Account security.
  3. Scroll down and click Generate app password.
  4. Select an app from the drop-down.
  5. Click Generate.
    • A password is generated. You must use this password during the 2-way sync setup.
  6. Copy the password.
  7. Click Done.
 

Tip: You must copy the password immediately after it is generated. If you forget or lose the password, you must generate another one using the process above. 

Setting up 2-way Sync with Yahoo in Vtiger

If the inbox is not configured

If the inbox is not configured, you must set up 2-way sync while configuring your inbox.

 

Follow these steps if you are setting up your inbox or 2-way sync for the first time:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Inbox.
  5. Click Set up My Mailbox.
  6. Choose 2-way sync and click Go>.
  7. Enter your Yahoo email address in the 2-way Sync Setup window.
  8. Click Proceed.
  9. Enter the app-generated password in the Password field.
    • Email provider and username are set to Yahoo and your email ID by default.
  10. Click Verify Credentials & Fetch Folders.
    • You will see some folders under the Folders section.
  11. Choose which folders you want to keep in Vtiger’s Inbox.
  12. Map your Yahoo folders to Vtiger folders.
  13. Scroll down to the Choose time period section.
  14. Select an option to sync emails in the Sync emails from field.
    • You can sync emails from the current time and 1/3/6 months ago.
  15. Enable the Mark incoming emails as private by default checkbox if needed. 
    • Private emails are only visible to the members of the mailbox. 
  16. Enable the I understand that emails will be delivered via Outgoing server configured by your administrator if Vtiger cannot connect to my mail account checkbox mandatorily.
  17. Click Save.
 

Your mailbox is ready for use. 
 

If the inbox is already configured

If you have already configured a group mailbox in your inbox, you can create a My Mailbox from Mailbox Settings.

 

Follow these steps to set up 2-way sync:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Inbox.
  5. Click the Configure icon shown in the top-right corner of your mailbox.
  6. Click the My Mailbox tab in the Mailbox Settings window.
  7. Click +Add Mailbox.
  8. Choose 2-way sync and click Go>.
  9. Enter your Yahoo email address in the 2-way Sync Setup window.
  10. Click Proceed.
  11. Enter the app-generated password in the Password field.
    • Email provider and username are set to Yahoo and your email ID by default.
  12. Click Verify Credentials & Fetch Folders.
    • You will see some folders under the Folders section.
  13. Choose which folders you want to keep in Vtiger’s Inbox.
  14. Map your Yahoo folders to Vtiger folders.
  15. Scroll down to the Choose time period section.
  16. Select an option to sync emails in the Sync emails from field.
    • You can sync emails from the current time and 1/3/6 months ago.
  17. Enable the Mark incoming emails as private by default checkbox if needed. 
    • Private emails are only visible to the members of the mailbox. 
  18. Enable the I understand that emails will be delivered via Outgoing server configured by your administrator if Vtiger cannot connect to my mail account checkbox mandatorily.
  19. Click Save.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube