Depending on your preference, you will be able to sync in two ways:
Associate Email
This will save the email once to NetSuite. If someone responds to the thread, you need to go back and manually save the reply.
Autopilot (Enterprise Users Only)
Two Autopilot Saved Methods:
Based on To/From/CC (Email Address Based)
Based on Updates to this thread (Thread-Based)
While both options allow you to sync emails to NetSuite in less clicks the first option will be an email address-based sync and the other is thread-based.
Email Address-Based Autopilot (Based on To/From/CC)
When you receive an email, you will now be able to monitor all future communications to or from a specific email address and have that email attached to just the right record type in NetSuite with zero clicks!✨
Email Address based Autopilot (To/From/CC) functionality is limited to the primary folder and the sent folder in your Outlook.
Step 1: Select Suggest Related Records and go to the Autopilot section.
Step 2: Select To/From/CC.
Step 3: Select the email address where the Autopilot to enabled.
Step 4: Scroll down to Auto Associate to section to choose what records you want to associate current and future back-and-forth emails to.
💡 Tip: If you want to associate an email with a record/s that's not on the list, use the search box to search and add more records to your current list. Learn how to optimize your search here.
Step 5: Once done, click Start Email Autopilot.
In the example above, elise.gonzales@cloudextend.io sends an email. Since Email Address Autopilot is enabled:
You can have every single email that arrives in the inbox from elise.gonzales@cloudextend.io go to a record in NetSuite.
New emails from elise.gonzales@cloudextend.io will be saved automatically to NetSuite to the assigned record.
When you send a new email to elise.gonzales@cloudextend.io will be saved to NetSuite too!
Set it once and forget it. That’s it! ✨
💡 Note: Autopilot does not include file attachments. This is by design based on feedback from customers that are concerned about using up their allotted NetSuite storage space. If you receive an email with attachments that you want to attach to NetSuite you can upload them manually, attach them via our Google Drive integration, or cancel Autopilot, forward the mail to yourself, attach the files, and then re-enable Autopilot. |
Thread-Based Autopilot (Based on Updates to this thread)
Another option is using Updates to this thread, this will only sync emails to NetSuite record/s within the email thread.
Step 1: Select Suggest Related Records and go to the Autopilot section.
Step 2: Select Updates to this thread.
Step 3: Scroll down to Auto Associate to section to choose what records you want to associate current and future back-and-forth emails to.
💡 Tip: If you want to associate an email with a record/s that's not on the list, use the search box to search and add more records to your current list. Learn how to optimize your search here.
Step 4: Once done, click Start Thread Autopilot.
👉 Check out this link to know how to attach emails to NetSuite.