NetSuite Integration
Contivio Apps are specifically designed and built to extend and empower your CRM or ERP solution. Through the power of CloudConnect, Contivio can screen pop any browser-based solution, specifically NetSuite. NetSuite Integrations include, but are not limited to, click-to-dial, CRM record owner routing, saving media recordings as activities, and one-click campaign integration.
Click to Dial from NetSuite
To dial a phone number from NetSuite, make sure you are logged into your Contivio Chrome Extension with the Click to Dial box unchecked. If the box is checked, it will try to double-dial the number, which will cause an error.
Run a Dialer campaign from NetSuite
To initiate a campaign from NetSuite and push the contact list to Contivio, you can:
Note:
NetSuite takes thirty (30) seconds to retrieve and process one hundred (100) contacts/records for export.
Warning:
Static Group campaigns will not integrate with Contivio.
For more information on our NetSuite integration, we recommend checking out our NetSuite demo video below, or user training video here.
To dial a phone number from NetSuite, make sure you are logged into your Contivio Chrome Extension with the Click to Dial box unchecked. If the box is checked, it will try to double-dial the number, which will cause an error.
Run a Dialer campaign from NetSuite
To initiate a campaign from NetSuite and push the contact list to Contivio, you can:
- Create a Campaign in Contivio's admin portal and NetSuite bearing exactly the same name (e.g., “Joe Smith Campaign")
- Create a ‘Dynamic’ ‘Target Group’ (one based on a saved search) under the 'Events' tab and associate it with the Campaign.
- Edit the Campaign and update any of the parameters you want to track against.
- Click the ‘Load to Contivio’ button to upload the NetSuite campaign list (i.e., the Target Group) to Contivio.
- From the Admin Portal, navigate to ‘Campaigns’ and click on and open the ‘Campaign Name’ matching that of NetSuite.
- Verify the ‘Contact List’ matches that from NetSuite’s campaign list.
Note:
NetSuite takes thirty (30) seconds to retrieve and process one hundred (100) contacts/records for export.
Warning:
Static Group campaigns will not integrate with Contivio.
For more information on our NetSuite integration, we recommend checking out our NetSuite demo video below, or user training video here.