What is CloudExtend?
CloudExtend offers innovative applications that seamlessly integrate workplace productivity tools with essential business platforms. The solution enables users to work directly from their Outlook or Gmail inbox to sync emails and update records in NetSuite CRM, while also providing sophisticated document management with seamless access to OneDrive and SharePoint files.
By connecting top business applications such as NetSuite, Salesforce, HubSpot, Stripe, and Chargebee with Excel, CloudExtend allows organizations to export, merge, analyze, and enrich data efficiently. This integration empowers professionals across various roles to make faster, more insightful decisions while maintaining confidence in data accuracy and quality.
Features
- Email Integration: Sync emails and update records in NetSuite CRM directly from Outlook or Gmail inbox
- Excel Integration: Connect business apps like NetSuite, Salesforce, and HubSpot with Excel for data export and analysis
- Document Management: Provide sophisticated NetSuite document management with OneDrive and SharePoint integration
- Automated Reporting: Build and automate reports by consolidating data from multiple sources
- Record Validation: Automatically validate if NetSuite records already exist to prevent duplicates
Use Cases
- Automating month-end financial reporting by consolidating data from multiple sources
- Creating sales funnel dashboards to improve pipeline management and deal closing
- Updating CRM contact records directly from email inbox when contacts change companies
- Automating client reports for agencies to deliver results faster
- Connecting customer service emails and events to NetSuite records for better tracking
