One click solution to attach Emails to NetSuite records directly from Outlook.
Celigo CloudExtend Outlook for NetSuite enables you to relate your important email communications from Outlook to NetSuite records thereby reducing manual effort in keeping both systems in sync.
If you are a NetSuite user managing your customer communications in both NetSuite and email, you often copy/paste your emails from your email client into NetSuite to keep the rest of your organization informed about the happenings in your customer account.
With CloudExtend Outlook, you no longer need to copy/paste your email between Outlook and NetSuite. CloudExtend offers you an easy one click solution to attach your emails to NetSuite records directly from Outlook.
Key Benefits
- 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, Autopilot can now be contact-based. 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
Customer Quote
Since implementing CloudExtend Outlook our internal IT caseload has dropped by 50% and NetSuite user adoption has gone up. It’s incredibly intuitive and user friendly.
– Arash Davani, Senior ERP/CRM Administrator
Simple & Easy to get started
CloudExtend Outlook is available as an add-in for Outlook and can be installed with just a click from Microsoft Office Store. CloudExtend doesn’t require any bundle installation and can be configured to work with your NetSuite account in minutes .