The Problem of Disconnected Sales Data

A salesperson’s inbox is a goldmine of new opportunities. In fact, a recent report found that 73% of B2B buyers prefer to be contacted over email, a number that’s double that of any other method. And while sales professionals understand that tracking these conversations is crucial for the business, they also admit to not doing it consistently. A reported 79% of opportunity-related data gathered by reps is never entered into the CRM.

This creates a significant problem: a lack of visibility, missed opportunities, and a CRM that ultimately fails to be the single source of truth for the organization.

But what if you could eliminate this problem by empowering your sales team to create and update NetSuite CRM records right from their email inbox? Instead of spending precious time toggling between applications, your team could work faster and more efficiently where they already spend most of their time. This simple change can drastically improve efficiency and data accuracy, ensuring that every promising lead is properly logged and tracked.

Sound too good to be true? It’s not. We know this because we built the solution ourselves. So let us show you how  easy it is to create a new NetSuite opportunity record directly from your Outlook inbox using ExtendSync by CloudExtend.

Creating A NetSuite Opportunity from Your Inbox

 

Step 1: Access ExtendSync in Your Email

1. In Outlook, open the email that contains the contact information you want to save.
2. Click on the ExtendSync panel from the Outlook ribbon or Apps icon inside an email.
   
   Outlook Classic (Ribbon Bar)
   

 

Step 2: Create the Opportunity Record

1. Click the + sign at the top right corner of ExtendSync, then select Opportunity.
   
2. Select all the mandatory and preferred fields. Then enter values in the appropriate fields. All mandatory fields must be completed in order to move forward.
   

 

Step 3: Save the Opportunity

1. Click Save to create the opportunity in NetSuite.
2. ExtendSync will process the request and confirm when the record is successfully created. You can then click View in NetSuite to open the opportunity.
   

Drive Sales and Efficiency with ExtendSync Outlook Integration

In today’s fast-paced sales environment, every second counts. The traditional practice of toggling between your inbox and NetSuite to manually copy and paste new opportunity details is not just inefficient, it’s a significant drain on productivity. Not to mention, it leads to data entry errors, forgotten leads, and a fragmented view of the sales pipeline.

By leveraging an integration solution like ExtendSync, you can transform this process from a time-consuming chore into a seamless, automatic workflow. The ability to create a new NetSuite CRM opportunity record right from your inbox means your team can act on new leads the moment they arrive, without ever leaving the communication thread. This eliminates manual data entry, ensuring that every piece of information—from contact details to conversation history—is captured accurately and instantly.

Not only does this efficiency save time, it also allows you to build a true single source of truth for your entire organization. With all opportunity data consistently flowing from the point of origin directly into your CRM, every team—from sales to marketing to leadership—gains a real-time, comprehensive view of the business. It’s not just about working faster; it’s about working smarter, and making every opportunity count.

Try it free for two weeks with zero obligation. Get started here.