Outlook for NetSuite
Work more efficiently with the integration between Outlook and NetSuite.
Outlook for NetSuite is the smart integration that keeps your inbox and your ERP system in sync. With seamless, real-time syncing between Microsoft Outlook and NetSuite, your team gains complete visibility over customer communications—while saving time and boosting productivity.
Email management in NetSuite
Managing customer emails across tools can lead to missed messages, scattered data, and lack of context. Outlook for NetSuite solves this by enabling users to sync emails directly from Outlook into NetSuite records. Whether it’s a lead, customer, contact, or opportunity—your communications are always linked, searchable, and stored in one place.
How Outlook for NetSuite works
Outlook for NetSuite lets you sync emails directly to any standard NetSuite record. For example, link a quote request to a customer record or log a support request to an existing case. Choose which emails you log, automate logging based on email threads, and create new records right from your inbox.
Try Outlook for NetSuite with our interactive product tour
Smart email logging and thread automation
No more copy-pasting or manually uploading emails. With just one click—or automatically via the auto-log switch—emails and their entire conversation threads are synced to NetSuite, so nothing slips through the cracks.
Create records directly from Outlook
Easily create new contacts, customers, or leads straight from your Outlook inbox. No need to toggle between systems—saving your team valuable time and avoiding duplicate data entry.
Full communication history in NetSuite
Track every important interaction with customers and prospects. Gain context and continuity in your CRM by viewing synced emails directly from the relevant NetSuite record.
Real-time insights and tracking
Outlook for NetSuite comes with a built-in dashboard to monitor activity. Track how many emails are synced, who is syncing them, and when. Get visibility into record creation and communication history—supporting smarter sales and service decisions.
Stay organized and compliant
Ensure that key email conversations are retained in the right place for audits, customer support, or internal handovers. With centralized communication in NetSuite, you build better workflows and stronger relationships.
About Netgain
Netgain develops smart, easy-to-use solutions that extend and enhance NetSuite. From document management to advanced integrations – Netgain helps organizations get more out of their ERP system with tools that streamline processes, improve collaboration and minimize manual work. Today, over 7,000 companies rely on Netgain’s technology to power their NetSuite environments.
Edo Huizinga
Account Executive NetSuite
Want to learn more about Outlook for NetSuite?
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