Agile CRM + NetSuite
Create or update Agile CRM contacts when new records occur in NetSuite
Whenever a new record pops up in your NetSuite, this workflow ensures that corresponding contact details are created or updated in Agile CRM. It's an essential tool for keeping your CRM data current and consistent with your NetSuite information. Smoothly maintain every contact update without manual intervention, saving time and boosting efficiency.
Whenever a new record pops up in your NetSuite, this workflow ensures that corresponding contact details are created or updated in Agile CRM. It's an essential tool for keeping your CRM data current and consistent with your NetSuite information. Smoothly maintain every contact update without manual intervention, saving time and boosting efficiency.
- When this happens...New Or Updated Record
Triggers when a record is created or updated. Supports standard and custom records.
- automatically do this!Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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