To activate Microsoft Teams and Vtiger integration, you need to do the following:
- Install the Vtiger CRM app in Microsoft Teams.
- Install the Microsoft Teams add-on in Vtiger.
Installing Vtiger CRM AppFollow these steps to install the Vtiger CRM app in Microsoft Teams:
- Log in to your Microsoft Teams account.
- Click on Apps.
- Search for Vtiger CRM.
- Click Add to Team to add the Vtiger page as a Channel tab. You can choose the page you wish to add, like Tasks, Deals, etc.
The Vtiger CRM app is now added to your MS Teams account.
Installing Microsoft Teams Add-onMicrosoft Teams add-on is automatically added if you sign up for Vtiger CRM from Microsoft Teams. You can manually install the Microsoft Teams add-on in the CRM only if you are an administrator.
Follow these steps to install the Microsoft Teams extension in Vtiger CRM manually:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the screen.
- Click Settings.
- Go to Extensions.
- Select Extension Store.
- Search and install the Microsoft Teams extension.
Microsoft Teams add-on is now installed in your CRM account.
Note: If you have any doubts or concerns regarding Microsoft Teams, kindly contact
[email protected].