Do this and more with Nextiva + NetSuite.
Call Logging as an Activity
Make associations while you’re on a call, and your activity is automatically logged across those records in NetSuite when the call completes. Edit call notes or choose to use the automatic notes.
Manage your tasks and records
From the integration panel, make new contacts, leads, opportunities, or accounts in NetSuite. Type notes to automatically create tasks. Let our NLP technology interpret words like “tomorrow” or “next week” as dates for your tasks.
Hop into your call with Screen Pop
An incoming call pops right onto your screen. One click brings up the customer’s record in NetSuite. If this is a new phone number, you can associate it to an existing record. Enable Screen Pop to unlock more actions like this.
Download a desktop application to manage your integration.
Install an extension into your web browser to integrate Nextiva with your browser instance of NetSuite.
Software integration requires a Nextiva Professional or Enterprise license.
Browser extension requires a Nextiva Enterprise license.
Software integration requires a Windows® or macOS computer.
Google Chrome for the browser extension.
FAQs: NetSuite VoIP integration
What is the Nextiva NetSuite integration?
The NetSuite integration is a Computer Telephony Integration (CTI). It leverages your cloud phone system to provide additional functionality within NetSuite CRM, utilizing phone features like call recording and call logging as activities.
How can I sign up for the NetSuite VoIP integration?
Just mention it to your account executive or client success manager. They'll be happy to include the NetSuite VoIP integration in your phone service account.
Does the NetSuite integration cost anything?
The NetSuite VoIP integration will come on request with certain packages at no additional charge depending on volume, but will be available à la carte to all Nextiva cloud PBX customers at an additional charge. It's not available out of the box.
Can I click to call within NetSuite?
Yes, the NetSuite VoIP integration will ring your desk phone, softphone, or mobile app after you click a phone number in your NetSuite instance. Answering your phone will place the call to the phone number selected.
Does the Nextiva NetSuite integration work on all devices?
The NetSuite integration can be completed with a desktop application, a browser extension, or an add-on found on NetSuite’s SuiteApp.