NetSuite Outlook Integration Services
Seamless communication. Synchronized data. Smarter CRM.
Overview
Sales and service teams spend much of their day inside Microsoft Outlook — emailing clients, scheduling meetings, and managing tasks. Meanwhile, critical business data lives inside Oracle NetSuite. Without integration, communication and CRM data live in silos, leading to inefficiencies, lost context, and poor customer visibility.
InfraNext bridges the gap between Outlook and NetSuite with a custom or connector-based solution that ensures emails, contacts, calendar events, and tasks are synchronized in real-time or on-demand.
Whether you’re looking to improve sales team efficiency, enable email-to-CRM automation, or drive better customer insights, InfraNext delivers an integration built for your workflow.
Key Features of Outlook–NetSuite Integration
| Feature | Description |
|---|---|
| Email Logging | Automatically log Outlook emails to NetSuite customer, contact, or opportunity records. |
| Contact Sync | Sync contacts between NetSuite and Outlook in both directions. |
| Calendar Sync | Synchronize events and meetings, including invites and attendees. |
| Task Sync | Keep tasks and follow-ups aligned across both platforms. |
| Click-to-Sync from Outlook | Manually or automatically push emails from Outlook to NetSuite records. |
| File Attachments | Sync email attachments directly into NetSuite file cabinet or record files. |
Integration Architecture
Our architecture is based on Microsoft Graph API or Exchange Web Services (EWS) on the Outlook side, and SuiteTalk REST, RESTlets, or SuiteScript on the NetSuite side — offering flexibility, scalability, and compliance.
Use Cases
- Sales Email Logging – Automatically link Outlook conversations to NetSuite opportunities, leads, or customers.
- Account Management – Ensure every team member sees complete customer communication history in NetSuite.
- Appointment Syncing – Coordinate meetings across ERP and Outlook calendars for field teams and reps.
- CRM Contact Management – Keep contact lists updated without manual entry or duplicate records.
- Task Automation – Create NetSuite follow-ups or cases from Outlook messages with one click.
Integration Options
| Option | Description |
|---|---|
| Custom Integration by InfraNext | Full control, advanced logic, scalable to any business process. |
| Third-Party Connectors | We implement and configure popular Outlook-NetSuite apps (e.g., Celigo, Riva, CloudExtend) |
| Hybrid Model | Use third-party base connector with custom logic layered via SuiteScript or RESTlets. |
InfraNext advises on which model is best for your business based on license footprint, complexity, and workflow needs.
Benefits
- 🔄 Eliminate Manual Data Entry
Reduce duplication and let your sales or support team focus on outcomes, not admin. - 🧠 360° Customer Visibility
Ensure NetSuite always reflects the full history of communications and appointments. - 📅 Sales and Support Alignment
Enable faster response times by giving everyone access to current Outlook schedules and email threads in NetSuite. - 🔐 Secure OAuth2 Authentication
Using Microsoft’s secure Graph API and NetSuite token-based access. - 📊 Custom Dashboards & Reporting
Visualize synced data, email activity, and engagement right inside NetSuite.
FAQs
Can I choose which emails get synced to NetSuite?
Yes. We support manual logging (e.g., click-to-sync from Outlook) or automatic rules (based on sender, subject, folder, or domain) to determine which emails are pushed into NetSuite.
How are calendar events matched with NetSuite records?
Calendar events can be matched using participant emails or titles. Events can be linked to customers, contacts, opportunities, or even custom records like Projects or Jobs.
What Outlook versions are supported?
We support Office 365 (cloud), Microsoft Exchange Online, and Exchange Server (on-prem) via Graph API or EWS, depending on your environment.
Is this integration secure and compliant?
Absolutely. All authentication is done using OAuth2. Data is encrypted in transit via HTTPS, and we follow Microsoft’s security best practices and NetSuite’s role-based access controls.
Can this integration be extended to Teams or SharePoint?
Yes. If you’re using Microsoft 365 extensively, we can extend functionality to Microsoft Teams, SharePoint, or OneDrive, syncing files or communication with NetSuite records as needed.
Ready to Supercharge Your Outlook–NetSuite Workflow?
Let InfraNext streamline your sales and service operations with a powerful, custom-built Outlook–NetSuite integration.
📧 Email: [sales@infranext.io]
📞 Call: +1 (972) 755-0363
📅 Book Your Free Integration Strategy Call