ClickFunnels + NetSuite

Create records in NetSuite when new contacts are identified in ClickFunnels

Efficiently keep track of new contacts in your business pipeline with this automated process. Whenever a contact is identified in ClickFunnels, a corresponding record gets created in NetSuite, ensuring you have all relevant information readily available in your CRM. This workflow enables streamlined data management and helps you maintain up-to-date customer details with ease, saving you from manually entering information.

Efficiently keep track of new contacts in your business pipeline with this automated process. Whenever a contact is identified in ClickFunnels, a corresponding record gets created in NetSuite, ensuring you have all relevant information readily available in your CRM. This workflow enables streamlined data management and helps you maintain up-to-date customer details with ease, saving you from manually entering information.

  1. When this happens...
    ClickFunnelsClickFunnels
    Contact Identified

    Triggers when a new Contact is identified by email address or phone number.

    TriggerInstant
  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

    • CourseRequired

    Trigger
    Instant
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    • Funnel

    • Page

    Trigger
    Instant
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    • CourseRequired

    Trigger
    Instant
    Try It
  • ClickFunnels triggers, actions, and search

    Opportunity Moved Stages

    Triggers when an Opportunity moves from one stage to another.

    Trigger
    Instant
    Try It
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About ClickFunnels

ClickFunnels gives you everything you need to market, sell, and deliver your products online.
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Related categories

  • Website & App Building
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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)