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WEBINAR

How Automating the Outlook Connection to NetSuite Revolutionized Trinity Displays


February 18, 2026, 10 am PT

Let’s be honest: The inbox is where a lot of work actually happens. But if what’s in the inbox doesn’t get translated to other critical systems such as your CRM, you’re left with little access to information and no clarity across the organization.

Missing communication was what drove Trinity Displays to search for something that could improve their workflows with minimal impact on day-to-day processes. They needed an answer that could both adapt to their way of working and let them work where they were most comfortable: in their inboxes. And it needed to be automated.

Join Lauren Rossi along with and the CloudExtend team for a candid conversation about how automated email integration has transformed processes at Trinity Displays, including:

  • What drove Trinity Displays to finally look for an automated solution
  • The answer that integrated seamlessly with existing workflows
  • How they solved tracking emails and events for long-term projects
  • Saving several hours each day with accurate, updated communication visibility

Presenters

Lauren Rossi Office Manager, Trinity Displays
Lauren Rossi
Office Manager, Trinity Displays
Dawn Jonckowski Senior Content Manager, CloudExtend
Dawn Jonckowski
Senior Content Manager, CloudExtend
Justine_Final
Justine Burdo
Head of Sales & Customer Success, CloudExtend
Elise Gonzales image
Elise Gonzales
Training Manager, CloudExtend