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Product Overview: Email Address–Based Autopilot (Enterprise Users)

ExtendSync Google | Introducing Autopilot 2.0

Updated over a week ago

At CloudExtend, we prioritize enhancing our services by actively seeking feedback from our customers and implementing their suggestions. Our product board has identified the top demand for automation, especially in email productivity applications.

To address this need, ExtendSync for Google NetSuite includes Email Address–Based Autopilot, an Enterprise feature designed to automatically capture ongoing email communication with minimal user interaction.

We have developed a comprehensive product roadmap focused on automation.


🚀 What Is Email Address–Based Autopilot?

Email Address–Based Autopilot automatically saves all future emails to or from a specific email address to the appropriate NetSuite record.

Unlike thread-based automation, which tracks a single conversation, this method tracks an entire relationship, making it ideal for long-running communication with customers, vendors, or partners.

This feature is available to Enterprise users.


🎥 See Autopilot 2.0 in action

Watch the product announcement webinar and skip to 10:45 for the Autopilot 2.0 demo.


How it works

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.

Example

  • You receive an email from jess@xyzcompany.com.

  • You enable Email Address–Based Autopilot for that address.

  • From that point forward, every email:

    • Sent from Jess

    • Sent to Jess

    • Or CC’ing Jess

is automatically saved to the designated NetSuite record.

💡 No additional clicks required.
You configure it once, and ExtendSync handles the rest.


Visual Indicators

ExtendSync displays clear visual cues in the panel so users can immediately see:

  • Whether an email is on Autopilot

  • Which Autopilot method is active

  • That the email is being handled automatically

This transparency helps users trust the automation and eliminates uncertainty about whether emails are being saved correctly.


➡️ Explore about the different visual indicators when you save an email.


Increased Adoption of NetSuite and CloudExtend

  • With Email-Addressed based Autopilot, the full transparency of seeing relevant emails in NetSuite increases its reliability as the single source of truth for information.

  • It also helps eliminate communication silos and will encourage team members to adopt the NetSuite CRM.


Lights Years Above the Competition

CloudExtend gives users the ability to decide what records they want their emails saved to. This is important because users might want to save emails to sales orders, opportunities, or contacts, just to name a few. This incredible flexibility will remain in the hands of the end user where it belongs. Typically, if there are any errors such as contacts not found or duplicates, users would have to rely on a NetSuite admin to fix the issue.

Competing solutions require that users blind copy (bcc) a custom email address that attaches to contacts only with little assurance that it will attach to the proper record in NetSuite. Another differentiator for CloudExtend is that it operates even when the user is not in Gmail and does not require that a user open an email again every time they wish to sync it (even if it was previously on auto-sync).


The Bottom Line

ExtendSync for Google NetSuite keeps getting better. We listen to our customers as it is our aim to consistently provide innovative features that bring substantial benefits to our users.

Email Address–Based Autopilot is the next step in our automation evolution to help customers get a 360-degree view of important prospects and customer communications in NetSuite.

It is the most hands-off way to ensure critical email communication is always captured in NetSuite. Every team and department within the organization will benefit from Email Address–Based Autopilot.

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