Outlook Connect

Real-Time Integration Between NetSuite and Outlook

Increase collaboration between employees, improve productivity, and increase risk management through documentation of key communications with Outlook Connect.

Outlook Connect provides the following key features:

1. Email attachment sync
2. Ability to sync emails without having a NetSuite user license
3. Custom profiles for security
4. Control over which records/transactions to sync

Key Benefits

• Streamlined Communication Management: Automatically linking emails and attachments to NetSuite records ensures that critical communications are always connected to the right transactions. This reduces the time spent on manual updates and enhances operational efficiency.
• Enhanced Client Relationship Oversight: With outbound emails automatically stored in relationship records, teams gain a full view of client interactions, fostering better decision-making and personalized service.
• Inclusive Collaboration Across Teams: Even non-NetSuite users can sync emails, creating a unified view of communications for all stakeholders, improving team alignment and transparency.
• Boosting Productivity and Accountability: Centralized email tracking in NetSuite improves internal collaboration, allowing teams to focus on driving results without worrying about fragmented communications.

Enjoy a fast and easy implementation

Get up and running as quickly as possible

Email and Attachment Sync

• Link emails and attachments from Outlook to NetSuite records/transactions (inbound and outbound messages)
• Outbound messages automatically store to relationship records

Fast Implementation

• Get up and running as quickly as possible

Available for Non-NetSuite Users

• Non-NetSuite users can sync emails into NetSuite records/transactions

Compatible with All Outlook Versions

• Use Outlook Connect with the web, desktop, and mobile versions of Outlook