RingCentral + NetSuite Integration

RingCentral's NetSuite integration logs calls automatically on customer records, adds click-to-call from any phone field, and pops the customer record when calls come in. Most companies see call logging compliance jump from under 30% to near-complete coverage without asking reps to change their behavior.

Your Sales Team Isn't Logging Their Calls

Every sales manager wants call activity data. Every CRM implementation includes a field for call notes. And in practice, maybe 30% of calls actually get logged. Reps are busy, they forget, or they don't see the point of switching to NetSuite to type notes after every conversation.

RingCentral's integration with NetSuite solves this by removing the manual step. Calls made and received through RingCentral automatically create activity records in NetSuite, linked to the customer or contact. No manual logging required.

Beyond call logging, the integration adds screen pops (incoming call shows the NetSuite customer record), click-to-call (dial from a phone number field in NetSuite), and call recording links attached to the activity record. It turns your phone system into a data source for your ERP.

What We Build

Automatic Call Logging: Every inbound and outbound call through RingCentral creates a phone call activity record in NetSuite. The record captures the caller, the duration, the timestamp, and which customer or contact was on the other end. We match phone numbers to NetSuite records to link calls to the right entity automatically.

Screen Pops: When a call comes in, a popup shows the matching NetSuite customer record with key information -- open orders, outstanding balance, recent cases, last interaction. Your team has context before they answer. This works through a browser extension or embedded widget.

Click-to-Call: Phone number fields in NetSuite become clickable. Click a customer's phone number, and RingCentral initiates the call. No copying numbers, no manual dialing. This sounds minor, but for teams making 50+ calls per day, it adds up.

Call Recording Links: If you record calls (for training or compliance), the recording URL attaches to the NetSuite activity record. Supervisors can review calls directly from the customer record without searching through RingCentral's call log.

SMS and Messaging: RingCentral supports SMS and team messaging. We can extend the integration to log text messages as activities in NetSuite, giving a complete communication picture for each customer.

Technical Architecture: RingCentral offers several integration paths. Their pre-built NetSuite integration (available through the RingCentral app gallery) covers basic call logging and screen pops. For deeper functionality, we use RingCentral's REST API and webhook events to capture call data and push it to NetSuite via SuiteTalk. The screen pop component typically runs as a browser extension or a small SuiteScript-powered widget embedded in NetSuite forms.

Key Benefits

• Complete call history. Every call logged automatically, not just the ones reps remember to record.
• Customer context on every call. Screen pops give your team instant access to relevant information.
• Productivity gains. Click-to-call eliminates manual dialing. Small per-call, significant at volume.
• Activity reporting. Managers get accurate call volume, duration, and distribution data from NetSuite reports.
• Compliance. Call recordings linked to customer records for industries that require communication documentation.

Is This Right for You?

This integration makes sense if your team makes and receives a significant volume of calls through RingCentral and manages customer relationships in NetSuite. Sales teams, customer support groups, and collections departments get the most value.

If your team primarily communicates through email or if you're already using a separate CRM for activity tracking, the value is lower. The integration is most useful when NetSuite is your primary system for customer interaction history.

Frequently Asked Questions

What data syncs between RingCentral and NetSuite?expand_more

How long does a RingCentral NetSuite integration take to implement?expand_more

Does the RingCentral NetSuite integration work with RingCX contact center?expand_more

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Let's connect your phones to your ERP