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SuiteCRM & MS Exchange Integrator
$ 1 395,00 net
It’s high time to connect your email and calendar directly with your CRM so all meetings, messages, and customer relationships are always at hand. The Microsoft Exchange & SuiteCRM integrator ensures full synchronization of business communications. The plugin offers two-way calendar sync between SuiteCRM and Outlook/Teams, automatic addition of meeting participants linked to the appropriate CRM contacts, generation of online meeting links in Microsoft Teams, and real-time updates of all changes. You also get automatic email fetching from selected folders, assignment of correspondence to contacts and companies in CRM, attachment handling, and lightning-fast synchronization via Microsoft Graph. This guarantees every message and appointment goes directly into SuiteCRM, creating a complete history of customer collaboration within a single system.
Integration of Microsoft Exchange with SuiteCRM enables full synchronization of calendars, meetings, and emails, allowing all customer interactions to be managed directly from within the CRM. This solution significantly improves work organization and ensures data consistency across the company.
Calendar and Meeting Synchronization
- Two-way synchronization: Events created in SuiteCRM or Outlook/Teams automatically appear on both platforms. Recurring meetings are only partially supported, with only the first event of a series visible in SuiteCRM.
- Participant synchronization: The system automatically recognizes meeting participants based on their email addresses. Only users, contacts, or leads present in the SuiteCRM database are added. The status of responses (accepted, tentative, declined) is not synchronized.
- Linking with accounts: SuiteCRM assigns events to the appropriate contacts or companies, making it easier to organize meeting histories.
- Online meetings: Scheduled events automatically include Microsoft Teams meeting links visible in the CRM.
- Real-time updates: Microsoft Graph webhooks provide immediate synchronization without delay.
Email Synchronization
- Automatic message retrieval: Emails from selected folders (e.g., Inbox, Sent Items) are directly delivered to SuiteCRM. Users decide which folders to synchronize.
- Linking emails to CRM data: The system checks sender and recipient addresses and assigns emails to corresponding contacts, companies, and leads.
- Attachment support: Attachments from emails are automatically saved in SuiteCRM and can be viewed within the system without leaving it.
- Real-time synchronization: Thanks to Microsoft Graph webhooks, every new email in Exchange appears instantly in SuiteCRM.
Benefits of Integration
- all meetings and emails consolidated in one place without switching between applications
- data consistency with CRM and Microsoft 365 always up to date
- improved work organization thanks to automatic linking of correspondence and meetings to contacts
- ability to manage all customer communication within SuiteCRM while maintaining complete history
The SuiteCRM integration with Microsoft Exchange and Teams simplifies daily work for salespeople, consultants, and managers by providing up-to-date access to emails, calendars, and a full picture of customer relationships.