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Zoom Phone NetSuite Integration

Status: Unverified

The Zoom Phone NetSuite Integration allows for one-click Zoom phone calls directly from NetSuite, while allowing staff to quickly locate relevant NetSuite records when receiving inbound phone calls.

View on Suiteapp.com

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Description

Seamless Zoom Phone Integration for NetSuite

The Zoom Phone NetSuite Integration allows you to seamlessly make one-click phone calls directly from NetSuite, and quickly locate relevant contact records in NetSuite when receiving an incoming call.

When viewing a contact or other record in NetSuite, simply click the convenient “Call Via Zoom” button, which will open your Zoom Phone application with the contact’s phone number auto-dialed. When receiving an inbound call via Zoom, NetSuite will automatically search for a matching number in the system, and open the relevant record in a new window.

This solution allows your team to communicate more efficiently and accurately with vendors, prospects, customers and more.

Key Benefits

  • Maximize your team’s efficiency with “click-to-call” functionality directly within NetSuite.
  • Provide top-tier customer support by immediately identifying matching records within NetSuite when receiving inbound phone calls.
  • Create new records in NetSuite with ease by importing caller ID information to CRM when no matching customer is found.
  • Leverage the only Zoom Phone NetSuite integration on the market to achieve unparalleled customer experience and sales efficiency.

Efficient Call Management Within NetSuite

When viewing a contact or other record in NetSuite, simply click the convenient “Call Via Zoom” button, which will open your Zoom Phone app with the contact’s phone number auto-dialed. The call will be automatically logged in the NetSuite record’s communication tab.

When receiving an inbound call, this SuiteApp will search NetSuite for a matching phone number. If found, it will open the contact record in a new window. If the number is not in the system already, it will give you the option of creating a new customer record or updating an existing record. If multiple records are found with the same number, you’ll be able to select the relevant one.

FEATURES

Convenient Click-To-Call Button

  • Reduce the need for dialing, allowing your sales team to call more prospects than ever before.
  • Utilize the conveniently placed and easily visible “Call Via Zoom” button directly on the contact record.

Call Tracking & Logging

  • Calls made or received via this SuiteApp are automatically tracked on the contact record.
  • Your team will know what communications happened and when, so they can provide a higher standard of customer service.
  • Reduce the time needed to log calls within NetSuite.

Automatic Contact Identification

  • By being able to quickly navigate to the record in NetSuite when receiving an inbound call, reps will have instant access to the relevant information.
  • With the relevant record at hand, your team will have all the client or vendor information available as soon as they take the call, creating top-tier customer service and satisfaction.

Duplicate or Missing Information Management

  • In the event that there is no match found in NetSuite, you’ll be able to quickly add a record while automatically importing the phone number and caller ID.
  • If there are duplicates, you’ll be able to choose which record to navigate to.