Agile CRM + NetSuite

Create new NetSuite records when new contacts are added in Agile CRM

When a new contact is added in Agile CRM, streamline your workflow by instantly creating a record for them in NetSuite. Utilizing this automation, you can ensure all your contacts are managed and recorded efficiently in one place. This not only saves time but also increases accuracy, improving overall contact management.

When a new contact is added in Agile CRM, streamline your workflow by instantly creating a record for them in NetSuite. Utilizing this automation, you can ensure all your contacts are managed and recorded efficiently in one place. This not only saves time but also increases accuracy, improving overall contact management.

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

    Triggers when a new contact is add in AgileCRM.

    TriggerPolling
  2. automatically do this!
    NetSuiteNetSuite
    Create Record

    Creates a new record. 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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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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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)