Last month, we covered the essentials of syncing email activity in NetSuite. Now that you have the solid foundation, it’s time to expand. Because email integration isn’t only about messages.
Now we’re talking documents. Calendars. Storage strategy. More ways to make sure your CRM reflects everything that’s happening in your organization around customer relationships. We’ll walk you through eliminating document silos, reducing storage constraints, and ensuring meeting activity stays accurate across platforms.
Watch this 45-minute deep dive into expanding your integration strategy to keep your team aligned with email and NetSuite, including:
Attaching SharePoint, OneDrive, and Google Drive links to NetSuite
Automatically saving email attachments (without using up File Cabinet Space!)
Syncing calendar events bi-directionally between email and NetSuite