Zoom Phone NetSuite Integration
Integrate Zoom Phone with NetSuite for Seamless
Outbound & Inbound Call Management
Utilizing both Zoom Phone and NetSuite? ScaleNorth’s NetSuite developers built a custom integration between NetSuite and Zoom, enabling you to make one-click phone calls directly from NetSuite, and quickly locate relevant contact records in NetSuite when receiving an incoming call.
NetSuite Zoom Phone Integration Features
One-Click Outbound Calls
When viewing a contact in NetSuite, simply click the contact’s phone number. The Zoom phone window will pop up and begin dialing.
Seamless Activity Tracking
Calls made or received via this integration will automatically open the “Phone Call” record which you can use to record information about the call and update the Last Sales Activity Date (LSAD) field.
When receiving an inbound call via Zoom, NetSuite will instantly search and retrieve a matching contact number in the system and open the relevant record for a seamless user experience.
Quick Customer Creation
If the number is not in the system already, you’ll be given the option of creating a new customer record or updating an existing record. The contact information will auto-populate for swift creation.
When receiving an inbound call, if your NetSuite instance has multiple records with the same phone number, you’ll be able to select which contact record you’d like to visit.
Internal Caller Recognition
When receiving a call from an internal phone number, such as one of your team members, the system will bypass the call and will not open the contact record in NetSuite.
NetSuite Zoom Phone Integration Benefits
Boosted Efficiency & Accuracy
Your sales and operations teams will be able to get prospects, vendors, and key partners on the line faster than ever before. Remove manual dialing and mistypes from the equation, with an easy click-to-call user experience.
Improved Sales Experience
When your prospects or partners call in, you can avoid wasting precious time by instantly pulling up their record. This allows your team members to have access to detailed information about the caller in real time.
Get Your Zoom Phone NetSuite Integration Setup Today
With the Zoom Phone NetSuite Integration by ScaleNorth, you’ll be able to enjoy the full power of Zoom’s leading VoIP system directly from the world’s leading cloud-ERP system. Enable your sales and operations staff to communicate faster and more effectively than ever before with this easy to install and simple to use solution.
Contact ScaleNorth for a demo today.
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