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.
Add the #1 rated business phone service.
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
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.
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.
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.
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.
The NetSuite integration can be completed with a desktop application, a browser extension, or an add-on found on NetSuite’s SuiteApp.
Whether you use Click to Call or your call history to place outbound calls, take an inbound call directly or from a call center/contact center, the NetSuite CTI will provide some functionality to your Business Management Software.