Agile CRM + NetSuite

Create or update NetSuite records for new contacts in Agile CRM

Streamline your contact management process with this seamless connection between Agile CRM and NetSuite. Upon the addition of a new contact in Agile CRM, a corresponding record is instantly created or modified in NetSuite. This effortless workflow ensures data consistency across your platforms and eliminates the need for manual data entry, enhancing accuracy and saving time.

Streamline your contact management process with this seamless connection between Agile CRM and NetSuite. Upon the addition of a new contact in Agile CRM, a corresponding record is instantly created or modified in NetSuite. This effortless workflow ensures data consistency across your platforms and eliminates the need for manual data entry, enhancing accuracy and saving time.

  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)