Enterprise ERP Integration

Bring AI Phone Coverage Into NetSuite

Marlie AI answers calls 24/7 and pushes structured Customer, Lead, and Case records into NetSuite — so your ERP and CRM stay in sync with what's actually happening on the phone.

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Phone-driven data entry for teams running on NetSuite

NetSuite is the operational backbone for many midmarket and enterprise teams — but inbound phone calls are still one of the messiest data sources feeding into it. Sales reps don't always log calls. Support tickets miss context. Customer master data drifts as a result.

Marlie AI sits in front of your phone numbers and turns every call into clean structured data that flows into NetSuite. New leads become Lead records, returning customers see Cases or Notes appended, and qualifying answers map into the custom fields your team already uses across the SuiteTalk REST and SOAP APIs.

What You Get with Marlie + NetSuite

Everything you need to connect your phone calls with NetSuite — fully automated, zero manual work.

Customer & Lead Sync

New callers become Lead or Customer records in NetSuite with name, contact info, and qualifying answers from the call.

Case Creation

Support calls open Cases against the matching Customer record with full call context for the support team.

Activity & Phone Call Logging

Every call is logged as a NetSuite Phone Call activity with transcript, summary, and a link to the recording.

Custom Field Mapping

Map any qualifying answer — product line, region, service tier — into NetSuite custom fields for clean reporting.

Smart Deduplication

Returning callers are matched to existing Customers by phone and email so your master data stays consistent.

Real-Time Sync

Records and activities are pushed into NetSuite within seconds of the call ending — no overnight batch jobs.

How It Works

Get up and running with NetSuite in minutes — no coding required.

Connect NetSuite

Authenticate NetSuite using token-based authentication and SuiteTalk REST. Your IT team approves a scoped integration record.

Map Records & Fields

Choose which Customer, Lead, and Case forms Marlie writes to, and map call data points to the right standard and custom fields.

Marlie Handles The Call

Inbound calls are answered, the caller is qualified, and Marlie identifies whether they're a new lead, existing customer, or support case.

NetSuite Stays Current

New Leads, updated Customers, Cases, and Phone Call activities appear in NetSuite in real time so your reporting and dashboards stay accurate.

Built for Real Scenarios

See how businesses use Marlie + NetSuite to capture more leads and streamline operations.

Inbound Sales Capture

Scenario

A B2B distributor running NetSuite has high-intent prospects calling, but reps don't always log calls in CRM.

Outcome

Marlie qualifies every call, creates the Lead in NetSuite with source attribution and product interest, and routes hot leads to the assigned rep.

Customer Support Triage

Scenario

A support team is overwhelmed and customers wait on hold. Calls escape NetSuite entirely.

Outcome

Marlie absorbs first-line calls, opens Cases on the right Customer record with full context, and escalates only the issues that genuinely need a human.

After-Hours Order Inquiries

Scenario

International customers call outside business hours about open orders and credit terms.

Outcome

Marlie identifies the Customer in NetSuite, captures the inquiry, and creates a Case so the AR or sales rep follows up the next morning with full context.

Frequently Asked Questions

Common questions about the Marlie AI + NetSuite integration.

Which NetSuite APIs does Marlie use?

Marlie can integrate over SuiteTalk REST or SOAP, depending on what your account has enabled. We use scoped integration records and token-based authentication so security stays inside your existing model.

Will Marlie create duplicate Customer records?

No. Marlie matches callers to existing Customer or Lead records by phone, email, and other identifiers, and updates the existing record instead of creating duplicates.

Can Marlie write to NetSuite custom fields and custom records?

Yes. Standard and custom fields on Customer, Lead, Case, and Phone Call records are all writable. Custom record types can be supported as part of an enterprise rollout.

How does authentication and security work?

Authentication uses NetSuite's token-based authentication with a dedicated integration record and role. Permissions are scoped to the records Marlie needs to read and write.

Will this work for our SuiteCloud customizations?

Yes. Marlie writes to the same records and fields your existing customizations use, so SuiteScript workflows, saved searches, and dashboards continue to behave as expected.

Are call recordings stored inside NetSuite?

Recordings live in Marlie for compliance and storage reasons. Transcripts and summaries are written to the Phone Call activity in NetSuite, with a deep link back to the recording.