Configurable lookup
Customers, contacts, vendors, partners and an optional custom entity, in the lookup order and with the phone and email fields you choose.
3CX + NetSuite integration
Hosted Connector
Bring phone activity into your NetSuite workflow. Connect 3CX calls with the NetSuite records your team uses. Configure how callers are found, which records can be created and where supported call or chat activity is stored.
Choose how the information connects
-
Record creation
Create a contact, customer or lead from 3CX, or let the connector create them automatically per channel.
-
Call logging
Every call becomes a NetSuite phone call with owner and assignee, on the matched entity, on every contact of the customer or on every contact with that number.
-
3CX AI analysis
When 3CX AI analysis is enabled, the transcript, summary, sentiment and recording link are added to the NetSuite fields you choose.
-
Chat logging
3CX conversations are logged to a custom record, with field mappings.
-
Click2Call and routing
Start a call from NetSuite tied to a transaction, and route inbound calls based on a NetSuite field on the contact or customer.
How it works
-
Authorize NetSuite
We authorize NetSuite access with OAuth and set the account, subsidiary, language and time zone.
-
3CX template
The CRM template is uploaded to your 3CX.
-
Configuration
We configure lookup, record creation and logging to match your processes.
-
Advanced options
If needed, we set up inbound routing and Click2Call.
Integration features
- Caller lookup Yes
- Identify the caller and display their record on incoming and outgoing calls.
- Email lookup Yes
- Find contacts by email address for live chat and email conversations.
- Contact search Yes
- Search your CRM from the 3CX dialler and contacts page.
- Create contact Yes
- Create a CRM record straight from the 3CX client.
- Call logging Yes
- Every call is logged in the CRM when it ends.
- Chat and SMS logging Yes
- Chat conversations and SMS are logged when they close.
- 3CX AI analysis Yes
- When 3CX AI analysis is enabled, the transcript, summary, sentiment and recording link are added to the logged activity.
Before setup
We confirm your 3CX version and licence, required API access, application permissions and selected features. Advanced call control, Click2Call, routing and AI functions can have additional requirements. The product’s available settings determine which records and events are processed.
Frequently asked questions
Which NetSuite records are searched?
Customers, contacts, vendors and partners, plus a custom entity if you wish. You choose the lookup order as well as the phone, email and search fields used.
Can we create records from 3CX?
Yes. Your agents can create a contact, customer or lead directly from 3CX. The connector can also create these records automatically, based on the communication channel.
How are calls logged?
Every call becomes a NetSuite phone call, with owner and assignee. Depending on your settings, it is logged on the matched entity, on every contact of the customer or on every contact with that number.
Where is the AI analysis stored?
The transcription, summary, sentiment and recording link produced by 3CX built-in AI are written to the NetSuite fields you choose. These features must be enabled on your 3CX.
Are chats logged?
Yes. 3CX conversations are logged to a NetSuite custom record, with field mappings. Your team finds calls and chats in the same place.
Can Click2Call use a scheduled call?
Yes. Click2Call starts a 3CX call from NetSuite, tied to a transaction. When a scheduled phone call already exists, the connector can update it instead of creating a new one.
Can we exclude certain agents or numbers?
Yes. You can exclude specific agents and numbers from logging. Those calls are not logged in NetSuite.
What are the requirements?
You need 3CX V20 Pro or AI with CRM integration enabled. Click2Call requires 3CX API access, and some call control features require a 3CX AI edition licence. We confirm the required NetSuite roles and permissions with you before go-live.
Define the call workflow you want in NetSuite
Tell us which records matter, who should own the activity and what your team needs to see after a call.
Your NetSuite inquiry
Request a demo or a quote, or send us your questions.
Posts about NetSuite
IntegrationsConnecting 3CX to a CRM: what to check before you start
Caller lookup, activity logging and click-to-call are different capabilities. Learn how to describe the workflow you need and check which parts a specific integration supports.
4 min read
IntegrationsNetSuite and 3CX: put call information into the right workflow
Explore caller lookup, call activity and the supported NetSuite records involved. See what to confirm before connecting your 3CX environment to the work your team does in NetSuite.
3 min read
IntegrationsNetSuite for 3CX: July 2026 product updates
Review the July updates to Click2Call and conversation tracking, and how the supported workflows fit into your NetSuite records and 3CX configuration.
4 min read
Related integrations
Related services
-
3CX Communication System
Design, deploy or improve a 3CX system around your call flows, locations and business applications.
-
Integrations
Connect 3CX to your business software with integrations developed by Evolute, or discuss a workflow that needs custom work.
-
Custom Development
Build software, integrations and automations that address the gaps in your existing tools.