If you want all your customer emails from Office 365 to be linked to the contacts stored in Vtiger CRM, you must make simple changes in Outlook.
Follow these steps to sync emails:
- Log in to Outlook.
- Click on Toggle Left Pane.
- Expand the Inbox folder.
- Move the emails that need to be synced to the vtcontacts folder.
Now once you have moved all the emails to the vtcontacts folder, log in to Vtiger CRM. Go to
Contacts >
Sync >
Sync Log and click
Sync Now button to sync the emails.
To know more about Office 365 integration,
click here.