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Agile CRM + NetSuite

Create or update Agile CRM contacts from new NetSuite records

Streamline your contact management between NetSuite and Agile CRM with this workflow. New records in NetSuite prompt the creation or update of the corresponding contact in Agile CRM. This process eliminates tedious manual entries, ensuring a consistently accurate data across both platforms. Keep your databases reliable and up to date with minimal effort using this efficient automation.

Streamline your contact management between NetSuite and Agile CRM with this workflow. New records in NetSuite prompt the creation or update of the corresponding contact in Agile CRM. This process eliminates tedious manual entries, ensuring a consistently accurate data across both platforms. Keep your databases reliable and up to date with minimal effort using this efficient automation.

  1. When this happens...
    NetSuiteNetSuite
    New Or Updated Record

    Triggers when a record is created or updated. Supports standard and custom records.

    TriggerPolling
  2. automatically do this!
    Agile CRMAgile CRM
    Create Contact

    Creates New Contact in the Agile CRM.

    ActionWrite
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Supported triggers and actions

    • Record TypeRequired

    Trigger
    Polling
    Try It
    • Record TypeRequired

    Trigger
    Polling
    Try It
    • Record TypeRequired

    • IDRequired

    Action
    Write
    • QueryRequired

    • Limit

    • Offset

    Action
    Write
    • Standard or Custom Record Type?Required

    • Select a Saved SearchRequired

    Trigger
    Polling
    Try It
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    Action
    Write
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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.
netsuite logo
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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