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Using Vtiger CRM in Microsoft Outlook
Feature Availability
Vtiger Editions: One Pilot | One Growth | One Professional | One Enterprise | One AI
Introduction
Microsoft Outlook is one of the most widely used email and calendar applications by professionals across industries. It enables users to send and receive emails, manage calendars, set reminders, and organize tasks in one place.
Integrating Vtiger CRM with Microsoft Outlook lets you access CRM data, create or update records, track emails, and sync contacts and calendar events, all without leaving your Outlook interface. This integration streamlines your workflow by combining your communication and CRM management into a single, unified workspace.
Requirements
To use Vtiger CRM with Microsoft Outlook, you need to:
- Have an active Microsoft Outlook account (desktop or web).
- Have a Vtiger CRM account with Outlook integration enabled.
- Ensure that your Outlook email ID matches your Vtiger CRM username or email.
- Install the Vtiger CRM Outlook Add-in from Microsoft AppSource.
Key Features
The key features of using Vtiger CRM in Microsoft Outlook are:
- Access Vtiger CRM modules such as Contacts, Leads, Deals, and Organizations directly in Outlook.
- Create or update CRM records from incoming or outgoing emails.
- Log email conversations to CRM records for better tracking.
- Automatically sync contacts and calendar events between Outlook and Vtiger CRM.
- Search CRM records directly from Outlook without switching apps.
- Track email opens and link CRM templates in Outlook messages.
Benefits
The benefits of using Vtiger CRM in Outlook are:
- Seamless CRM Access: Work with your CRM records without leaving Outlook.
- Better Collaboration: Keep all customer communications linked to CRM records for team visibility.
- Centralized Communication: Manage both email and CRM data in one place.
- Improved Data Accuracy: Syncing ensures contact and event details remain updated across both platforms.
- Enhanced Insights: Get customer context from CRM while responding to emails.
In this article, you will learn about:
- Adding Vtiger CRM in Microsoft Outlook
- Using the Vtiger CRM in Microsoft Outlook
- Sharing CRM records in Microsoft Outlook conversations
- Using Vtiger CRM in the Microsoft Outlook mobile app
- Uninstalling the Vtiger CRM from Vtiger CRM
Key Terminology
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Adding Vtiger CRM to Outlook
Get started by installing and setting up the Outlook integration to enable seamless access to your Vtiger CRM data from within Outlook.
Step 1: Installing the Vtiger CRM App in Microsoft Outlook
Step 2: Signing Up or Logging In to Vtiger CRM from Microsoft Outlook
Step 1: Installing the Vtiger CRM App in Microsoft Outlook
Follow these steps to install the Vtiger CRM app:
- Log in to Microsoft Outlook.
- Click on Apps. The Apps window opens.
- Search for Vtiger CRM in the Search bar.
- Click Vtiger CRM. The Vtiger CRM window opens.
- Click Add. The Added Successfully message pops up.
Once added, go to the My CRM tab and allow the pop-up window to display the OAuth consent screen. If you are already registered with Vtiger CRM, your dashboard will automatically appear. Otherwise, you will be prompted to complete the sign-up process.
Note:
- The sign-up process takes approximately 1–2 minutes to complete.
- The Vtiger CRM app can also be integrated with Microsoft Outlook channels, groups, and the compose extension in Outlook
Signing Up for Vtiger CRM from Microsoft Outlook or Logging In to Vtiger CRM from Microsoft Outlook
You can access your Vtiger CRM account from Microsoft Outlook by either signing up for a new account or logging in with your existing credentials—all without leaving the Outlook interface.
Signing Up for Vtiger CRM from Microsoft Outlook
If you don’t have a Vtiger CRM account, you can create one from within Microsoft Outlook.
Vtiger CRM offers multiple editions tailored to meet different business needs. The following editions are available for integration with Microsoft Outlook:
- One Pilot (Free)
- One Growth
- One Professional
- One Enterprise
- One AI
Vtiger provides a 15-day trial period, allowing you to explore its features before making a decision. To learn more about Vtiger CRM, click here.
Follow these steps to sign up for Vtiger CRM from Microsoft Outlook:
- Log in to Microsoft Outlook.
- Go to the Vtiger CRM app from the left panel.
- Go to the Chat tab.
- Click Signup. The vtiger.com page opens.
- Click on the 15-day free trial.
- Complete the form to create an account.
Your CRM will be available under the My CRM tab in Outlook. Once Sign in is successful, you will be able to access modules like:
- Contacts
- Deals
- Tasks
- Reports
- Cases
- Dashboards
If your Outlook account is already added to a Vtiger CRM account, you will be logged in automatically.
Logging in to Vtiger CRM from Microsoft Outlook
If you already have a Vtiger CRM account, you can easily log in to your account from within Microsoft Outlook without creating a new one.
Follow these steps to log in to Vtiger CRM from Microsoft Outlook:
- Log in to Microsoft Outlook.
- Go to the Vtiger CRM app from the left panel.
- Click on the My CRM tab.
- Click the Sign In button.
- A pop-up window appears, redirecting you to the Vtiger CRM login page.
- Enter your Vtiger CRM login credentials (email and password).
- Click Sign In.
On authentication, your CRM dashboard will be displayed in Outlook > My CRM tab. You will be able to access modules like:
- Contacts
- Deals
- Tasks
- Reports
- Cases
- Dashboards
Using Vtiger CRM in Microsoft Outlook
You can access and perform CRM-related actions directly within Microsoft Outlook using the My CRM tab.
Follow these steps to use Vtiger CRM in Microsoft Outlook:
- Log in to Microsoft Outlook.
- Go to the Vtiger CRM app from the left panel.
- Your Vtiger CRM dashboard opens inside Outlook.
- Use the left sidebar to navigate to modules like Contacts, Deals, Tasks, and more.
- Click on any module to view and manage related records.
The Contact record includes the Microsoft Outlook Last Login Date field, which shows the most recent time the Contact accessed the Vtiger app through Microsoft Outlook.
Sharing Vtiger CRM records from Microsoft Outlook
Follow these steps to share Vtiger CRM records from Microsoft Outlook:
- Log in to Microsoft Outlook.
- Click Outlook.
- Click on the mail. The Compose window opens.
- Click Insert.
- Click on Apps.
- Click Vtiger. The Vtiger CRM window opens.
- Choose the record you want to share.
- Fill in the details in the Compose window.
- Click Send.
Using Vtiger CRM in the Microsoft Outlook Mobile App
You can use Vtiger CRM directly from the Microsoft Outlook mobile app. If you have already used Vtiger CRM in the desktop(web or desktop app) of Outlook, the app will automatically log you in on mobile when you use the same credentials.
Follow these steps to use Vtiger CRM in the Microsoft Outlook mobile app:
- Download and install the Microsoft Outlook app from the Google Play Store or Apple App Store.
- Open the app and log in using the same Microsoft Outlook account you used on the desktop(web or desktop app).
- Click Apps.
- Look for Vtiger CRM.
- Click Vtiger CRM.
- If you have already used the Vtiger CRM app on the desktop, it will be automatically available and logged in.
- If not, sign in or sign up to start using it.
Uninstalling the Vtiger CRM App from Microsoft Outlook
If you no longer need the Vtiger CRM integration in Microsoft Outlook, you can remove it.
Follow these steps to uninstall Vtiger from Microsoft Outlook:
- Log in to Microsoft Outlook.
- Locate the Vtiger CRM app in the left sidebar.
- Right-click on the app name.
- Click Uninstall from the menu.
- Confirm the uninstallation when prompted.
The Vtiger CRM app will now be removed from your Microsoft Outlook account.
Troubleshooting Tips
Problem: For web users: OAuth consent screen not showing up
Solution:
- Disable your browser’s pop-up blocker or disallow pop-up window in the AdBlocker extension.
- If issues persist, try in incognito mode.
- Reinstall the Vtiger CRM app in Outlook and ensure proper permissions.
Problem: Permission Denied when opening a record from an Outlook alert
Solution:
- This error typically occurs because your CRM user account does not have the required permissions to access the module or specific record linked in the alert.
Problem: Blank Page When opening My CRM/Pinned Tab in channel/group
Solution: Reload the app from the top-right context menu.
References
Using Vtiger CRM in Microsoft Teams