Agile CRM + NetSuite

Create records in NetSuite from new contacts in Agile CRM for streamlined data management

When a new contact is added on Agile CRM, this efficient workflow ensures a corresponding record is swiftly created on NetSuite. This allows you to maintain seamless data consistency across both platforms with minimal effort. Enjoy organized, streamlined customer interactions by ensuring your NetSuite records are always up-to-date with your Agile CRM contacts.

When a new contact is added on Agile CRM, this efficient workflow ensures a corresponding record is swiftly created on NetSuite. This allows you to maintain seamless data consistency across both platforms with minimal effort. Enjoy organized, streamlined customer interactions by ensuring your NetSuite records are always up-to-date with your Agile CRM contacts.

  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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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)