Connect Microsoft 365 and Google Workspace to YetiForce CRM
Email is central to customer communication, and calendars drive daily activity. Both need to be connected to the CRM.
We configure YetiForce's mail scanner, outgoing mail, and calendar integrations with Microsoft 365 and Google Workspace, including OAuth authentication.
We also set up YetiForce's mail scanner rules, so incoming emails are linked to the correct records or create tickets automatically.
What We Deliver
OAuth Authentication
Secure Microsoft 365 and Google connections.
Mail Scanner Rules
Link emails to records or create tickets.
Outgoing Mail
Reliable SMTP configuration.
Calendar Sync
Sync meetings with external calendars.
Email Templates
Templates for common communications.
Troubleshooting
Fix sync, authentication and cron issues.
How It Works
Review Mail Setup
We check accounts, scanner and cron.
Configure OAuth
Register apps with Microsoft or Google.
Set Rules
Mail scanner rules and templates configured.
Verify
Test incoming, outgoing and calendar sync.
Real-World Use Cases
Support Email to Tickets
Emails to the support inbox create HelpDesk tickets automatically.
Client Correspondence
Emails with clients are linked to accounts and contacts.
Shared Calendars
Team meetings appear in YetiForce and Outlook.
Why Choose Xirgosoft
- Complete email history in YetiForce
- Reliable mail connectivity
- Less manual linking
- Up-to-date calendars
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
Can emails create tickets automatically?
Yes, using mail scanner rules.
Do you support OAuth for Microsoft 365?
Yes. We configure modern authentication.
Our emails stopped importing. Can you help?
Yes. We diagnose authentication, cron and scanner issues.
Is calendar sync available?
Yes. We configure calendar sync options for your setup.
Connect email and calendars to YetiForce.
Talk to our experts today for a free consultation and quote.