Seamless Outlook Integration and a Unified Workflow
Outlook is where many teams manage their inbox and calendar every day. Connecting it with vTiger CRM removes manual copying and keeps records accurate.
Xirgosoft integrates Office 365 with vTiger CRM for email, calendar and contact synchronization with secure OAuth 2.0 authentication.
Microsoft has retired basic authentication for Exchange Online, so older email integrations often stop working. We set up modern OAuth 2.0 connections that stay secure and compliant.
What We Deliver
Outlook Email Sync
Link Outlook emails to CRM records automatically.
Calendar Integration
Sync appointments between Outlook and the CRM.
Contact Synchronization
Keep Outlook and CRM contacts aligned.
Secure OAuth 2.0
Modern, secure authentication with Microsoft accounts.
Email Templates
Use CRM templates when emailing from Outlook.
Attachment Handling
Save Outlook attachments to CRM documents.
How It Works
Register the App
We register vTiger in your Microsoft Entra ID tenant.
Authorize Users
Users connect their mailboxes securely with OAuth 2.0.
Sync Mail & Calendar
Emails, events and contacts sync with CRM records.
Ongoing Monitoring
We monitor tokens and sync health to prevent interruptions.
Real-World Use Cases
Fixing Broken Email Sync
A company's vTiger email stopped after Microsoft disabled basic auth; we switch it to OAuth 2.0 and restore syncing.
Outlook Meetings in CRM
Appointments booked in Outlook appear on the related contact and account automatically.
Shared Mailboxes
Emails to support@ are imported into the CRM and converted into tickets.
Why Choose Xirgosoft
- A unified workflow between Outlook and CRM
- Accurate, up-to-date customer communication history
- Secure integration with Microsoft 365
- Time saved on manual data entry
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Frequently Asked Questions
Our vTiger stopped receiving Outlook emails. Can you fix it?
Yes. This is usually caused by Microsoft disabling basic authentication; we reconfigure the connection using OAuth 2.0.
Do we need admin access to Microsoft 365?
An administrator needs to approve the app registration once. After that, users connect their own mailboxes.
Can shared mailboxes be connected?
Yes. Shared mailboxes such as support or sales can be imported into the CRM.
Is calendar sync two-way?
Yes. Changes in Outlook or vTiger are reflected in both.
Connect Office 365 with your CRM today.
Talk to our experts today for a free consultation and quote.