Email and Calendar Integration between NetSuite and Outlook with NetSuite Record Create/View Capabilities

ExtendSync for NetSuite gives you an easy and efficient solution for adding email, calendar events, and file attachments to NetSuite directly from Microsoft Outlook. No more time spent copying and pasting emails and manually adding calendar events. Give your teams instant organizational visibility into important communications, documents, and connections with a NetSuite Outlook connector that can be configured within 30 minutes or less.

With direct integration between NetSuite and Microsoft Outlook, ExtendSync provides a connector for NetSuite CRM data updates, storage savings, email attachments, and calendar syncing all from one email-based app. Stay in your Outlook inbox and set up ExtendSync to automatically attach emails and files, sync calendar events, and create, edit, and delete contact records from email to NetSuite. With ExtendSync, your teams are empowered to save time and increase productivity.

MAKE NETSUITE THE SINGLE SOURCE OF TRUTH:

ExtendSync automates the process of adding emails, calendar events, and file attachments to the CRM. Users no longer have to spend their valuable time adding these manually.

EXTEND THE VALUE OF THE APPS YOU ALREADY HAVE:

ExtendSync allows your business to increase the value of applications you already own, namely Microsoft 365.

REDUCE MANUAL EFFORT / INCREASE AUTOMATION:

Eliminate time-consuming, repetitive tasks required to add emails and files to NetSuite. With Autopilot, entire email chains can be automatically added to NetSuite based on a thread or a particular contact.

STAY SECURE:

ExtendSync is part of NetSuite’s Built for NetSuite program. Users log in using native three-step authorization with full support for two-factor authentication and Single Sign On, and all NetSuite roles and permissions are respected

Key Features:

Create and edit NetSuite records directly from your inbox.

Say goodbye to silos with one-click addition of emails, attachments, and events to NetSuite records.

Reduce storage costs by leveraging Microsoft OneDrive and SharePoint in NetSuite by associating files and folders with NetSuite records.

Using Autopilot, you can attach an email thread to NetSuite once and ensure that the entire conversation is visible in NetSuite without any user action required. In addition to tracking an email thread, you can now put a particular sender or recipient email address on Autopilot.

When you receive an email, you will now be able to monitor all future communications to or from a specific email address and have that email attached to just the right record type in NetSuite with zero clicks.

Compose emails in NetSuite using templates and send from either individual or shared Outlook inboxes

Eliminate duplicate emails (ExtendSync alerts you if an email is already attached by you or a colleague)

Prerequisites:

Valid NetSuite Production Account and active Microsoft 365 subscription.

Enable Web Services permissions for all roles selected for CloudExtend.

Log in to CloudExtend with Microsoft 365 credentials.

Compatible with both Windows and Mac.

ExtendSync - NetSuite Edition

作成者: Celigo CloudExtend