Agile CRM + NetSuite

Create or update NetSuite records from new Agile CRM contacts

Streamline your customer relationship management process with this Agile CRM to NetSuite workflow. Whenever a new contact is added in Agile CRM, a record is instantly created or updated in NetSuite. This automation ensures you always have the most recent and accurate information available for your customers and prospects.

Streamline your customer relationship management process with this Agile CRM to NetSuite workflow. Whenever a new contact is added in Agile CRM, a record is instantly created or updated in NetSuite. This automation ensures you always have the most recent and accurate information available for your customers and prospects.

  1. When this happens...
    Agile CRMAgile CRM
    New Contact

    Triggers when a new contact is add in AgileCRM.

    TriggerPolling
  2. automatically do this!
    NetSuiteNetSuite
    Upsert (Create or Update) Record

    Creates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
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agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

  • CRM (Customer Relationship Management)

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netsuite logo

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
Learn more

Related categories

  • CRM (Customer Relationship Management)