Real-time
Two-way sync
Changes in Microsoft 365 or Vtiger CRM instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Microsoft 365 to Vtiger CRM integration — real-time, two-way sync
Keep Microsoft 365 and Vtiger CRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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Why teams connect Microsoft 365 and Vtiger CRM
Sync what happens in Microsoft 365 with the customer records in Vtiger CRM, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Microsoft 365 holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects OneDrive Files (driveItems), SharePoint Sites & Lists, Teams, Planner & To Do Tasks in Microsoft 365 to Contacts, Organizations, Leads, Opportunities in Vtiger CRM with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Vtiger CRM, and CRM data flows the other way wherever Microsoft 365 can store and use it.
Common use cases
- 01 Mirror calendar events into scheduling or CRM tools so meetings appear on customer timelines.
- 02 Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
- 03 Two-way contact and organization sync between Vtiger and a billing or ERP system.
- 04 Sync Cases to an external help desk or engineering tracker so support and product teams work from the same tickets.
Common sync patterns
Where Microsoft 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Vtiger CRM sync into Microsoft 365, so people working there have the context without switching tools.
Where Microsoft 365 supplies contact or company data
Enriched fields land directly on records in Vtiger CRM, and refreshes keep them from going stale.
Where Microsoft 365 processes payments
Charges, refunds, and subscription changes appear on the account in Vtiger CRM, so revenue context lives with the relationship.
What you can sync between Microsoft 365 and Vtiger CRM
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Microsoft 365 objects | Vtiger CRM objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Personal and org contacts kept consistent with CRM contact records. | Contacts Person records linked to organizations; a core target for two-way contact syncs. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. | Campaigns Marketing campaign records tied to leads and contacts. | Calendar Events is specific to Microsoft 365 and Campaigns to Vtiger CRM — each maps to any object or custom field on the other side. | |
| OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. | Organizations Company and account records. | OneDrive Files (driveItems) is specific to Microsoft 365 and Organizations to Vtiger CRM — each maps to any object or custom field on the other side. | |
| SharePoint Sites & Lists List items read and written like lightweight database tables. | Leads Unqualified prospects that convert into contacts, organizations, and opportunities. | SharePoint Sites & Lists is specific to Microsoft 365 and Leads to Vtiger CRM — each maps to any object or custom field on the other side. | |
| Teams Team and membership data provisioned from upstream systems. | Opportunities Deal records, historically the Potentials module, synced for pipeline reporting. | Teams is specific to Microsoft 365 and Opportunities to Vtiger CRM — each maps to any object or custom field on the other side. | |
| Planner & To Do Tasks Task items synced with project and work-management tools. | Cases Support tickets from the help-desk module, mirrored to external trackers. | Planner & To Do Tasks is specific to Microsoft 365 and Cases to Vtiger CRM — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft 365 and Vtiger CRM
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Microsoft 365 Vtiger CRM Sub-second propagation
DetectionMicrosoft 365 notifies Stacksync of record changes through webhook events. Graph change notifications (webhooks) plus delta queries for incremental sync.
DeliveryEach detected change is written to Vtiger CRM through its API, with automatic retries and rate-limit backoff.
Vtiger CRM Microsoft 365 Sub-second propagation
DetectionVtiger CRM notifies Stacksync of record changes through webhook events. Polling on record modified timestamps.
DeliveryEach detected change is written to Microsoft 365 through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Vtiger CRM: Subject to the platform's API rate limits, which vary by edition.
What ships with Microsoft 365 ⇄ Vtiger CRM
Connect Microsoft 365 and Vtiger CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft 365–Vtiger CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft 365 or Vtiger CRM data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Microsoft 365 or Vtiger CRM record.
Observability
Monitoring
Track your Microsoft 365 ⇄ Vtiger CRM sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Microsoft 365 and Vtiger CRM.
How the Microsoft 365 and Vtiger CRM connectors work
Microsoft 365
- Integration surface
- REST API (Microsoft Graph)
- Authentication
- OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
- Change detection
- Graph change notifications (webhooks) plus delta queries for incremental sync
- Capabilities
- read · write · webhooks
Vtiger CRM
- Integration surface
- REST API
- Authentication
- HTTP Basic with username and access key
- Change detection
- Polling on record modified timestamps; workflows can fire outbound HTTP calls on record events
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits, which vary by edition.
How it works
How to connect Microsoft 365 to Vtiger CRM — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Microsoft 365 and Vtiger CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Microsoft 365
connected
Vtiger CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft 365 and Vtiger CRM objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Microsoft 365 ⇄ Vtiger CRMCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Microsoft 365 Vtiger CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft 365 and Vtiger CRM integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Microsoft 365 and Vtiger CRM: authenticate both systems, choose the objects to sync (such as Microsoft 365's Contacts and Calendar Events), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Change detection on Microsoft 365: Graph change notifications (webhooks) plus delta queries for incremental sync. On Vtiger CRM: Polling on record modified timestamps; workflows can fire outbound HTTP calls on record events. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Microsoft 365 side: OneDrive Files (driveItems), SharePoint Sites & Lists, Teams, Planner & To Do Tasks, plus custom fields where Microsoft 365 exposes them. On the Vtiger CRM side: Contacts, Organizations, Leads, Opportunities. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Microsoft 365 and Vtiger CRM: Where Microsoft 365 can store CRM context: fields kept current; Where Microsoft 365 supplies contact or company data; Where Microsoft 365 processes payments. Owner, lifecycle stage, or account details from Vtiger CRM sync into Microsoft 365, so people working there have the context without switching tools.
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Microsoft 365: REST API (Microsoft Graph). Authentication: OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions. Vtiger CRM: REST API. Authentication: HTTP Basic with username and access key. Stacksync manages authentication, retries, and rate limits on both sides.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 470 integrations available for Microsoft 365 and Vtiger CRM.
Popular · 7 of 470
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Microsoft 365 ⇄ Salesforce -
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No integrations match .
