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2-way Sync with Yahoo
Introduction
Vtiger CRM’s 2-way email sync ensures that all your incoming and outgoing emails stay perfectly aligned between your Yahoo mailbox and the CRM.
This means every email you send or receive, whether from Yahoo or directly within Vtiger, automatically appears in both places. With this seamless synchronization, you no longer need to switch between tabs or applications to manage communication, track conversations, or follow up with customers.
To enable this, you must first configure 2-way sync in the Inbox module within Vtiger CRM. To learn more about Inbox, click here.
Benefits
The benefits of two-way sync with Yahoo are:
- Automatic email sync between Yahoo Mail and Vtiger CRM in real time.
- Centralized communication history, with all emails linked to related contacts, leads, and deals.
- No duplicate work, as emails sent or received in Yahoo are automatically reflected in Vtiger.
- Improved team visibility, allowing users to view customer conversations directly from the CRM.
In this article, you will learn about:
- Generating a third-party app password in Yahoo
- Setting up 2-way sync with Yahoo in Vtiger
Key Terminology
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Generating a Third-party App Password in Yahoo
Note: To authenticate your Yahoo account in Vtiger, you must generate a third-party app password in Yahoo.
Third-party email apps require you to enter a single password for login credentials. To access your Yahoo Mail account on these apps, you'll need to generate and use an app password.
An app password is a randomly generated code that gives a non-Yahoo app permission to access your Yahoo account. You'll only need to provide this code once to sign in to your third-party email app.
Follow these steps to generate a third-party app password:
- Sign in to your Yahoo Account Security page.
- Click Generate app password or Generate and manage app passwords.
- Click Get Started.
- Enter your app’s name in the text field.
- Click Generate password. A password is generated.
- Copy the one-time password to log in to your third-party app.
- Click Done.
Note: 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.
Deleting an App Password
If you no longer use an app password, you can delete it to keep your account secure. Follow these steps to delete an app password:
- Sign in to your Yahoo Account Security page.
- Click Generate and manage app passwords.
- Click Delete next to the app password you want to delete.
- Click Delete to confirm.
Setting up 2-way Sync with Yahoo in Vtiger
If the Inbox is Not Yet Configured
If your inbox is not configured, you must set up 2-way sync during configuration. Follow these steps if you are setting up your inbox or 2-way sync for the first time:
- Log in to the CRM.
- Click the main Menu.
- Go to Essentials.
- Select Inbox.
- Click the Configure icon in the top-right corner of your mailbox.
- Click Set up My Mailbox.
- Choose 2-way Sync, then click Go.
- Enter your Yahoo email address in the 2-way Sync Setup window.
- Click Proceed.
- Select Yahoo in the pop-up to choose the email account you want to sync.
- Click Proceed. The My Mailbox Setup page opens.
- Enter the app-generated password in the Password field.
- Email provider and username are set to Yahoo and your email ID by default.
- Click Verify Credentials & Fetch Folders.
- You will see some folders under the Folders section.
- Choose which folders you want to keep in Vtiger’s Inbox.
- Map your Yahoo folders to Vtiger folders.
- Scroll down to the Choose time period section.
- Select an option from the Sync emails from the field.
- You can sync emails from the current time and 1/3/6 months ago.
- Enable the Mark incoming emails as private by default checkbox if needed.
- Private emails are only visible to the members of the mailbox.
- Enable the I understand that emails will be delivered via the Outgoing server configured by your administrator if Vtiger cannot connect to my mail account checkbox mandatorily.
- Click Save.
Your Inbox setup is complete, and Vtiger can now automatically sync your Yahoo emails.
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:
- Log in to the CRM.
- Click the main Menu.
- Go to Essentials.
- Select Inbox.
- Click the Configure icon shown in the top-right corner of your mailbox.
- Click the My Mailbox tab in the Mailbox Settings window.
- Click +Add Mailbox.
- Choose 2-way sync and click Go >.
- Enter your Yahoo email address in the 2-way Sync Setup window.
- Click Proceed.
- Enter the app-generated password in the Password field.
- Email provider and username are set to Yahoo and your email ID by default.
- Click Verify Credentials & Fetch Folders.
- You will see some folders under the Folders section.
- Choose which folders you want to keep in Vtiger’s Inbox.
- Map your Yahoo folders to Vtiger folders.
- Scroll down to the Choose time period section.
- Select an option to sync emails in the Sync emails from the field.
- You can sync emails from the current time and 1/3/6 months ago.
- Enable the Mark incoming emails as private by default checkbox if needed.
- Private emails are only visible to the members of the mailbox.
- 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.
- Click Save.
Reference
- Vtiger Inbox
- 2-way sync between Vtiger and IMAP providers
- Automate Outgoing Emails in Email Settings
- Generate and Manage Third-party App-Passwords in Yahoo
- Configuring App Passwords for Gmail Outgoing Server and Yahoo Mail