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.