ClickFunnels + NetSuite

Update records in NetSuite when new contacts are identified in ClickFunnels

With this workflow, once a new contact is identified within ClickFunnels, the corresponding record will be instantly updated in NetSuite. It streamlines your daily workflows, ensuring critical contact information is always accurate and up-to-date in your CRM, thereby improving efficiencies in your sales and marketing efforts. Use this automation to keep your records tidy without having to manually update them.

With this workflow, once a new contact is identified within ClickFunnels, the corresponding record will be instantly updated in NetSuite. It streamlines your daily workflows, ensuring critical contact information is always accurate and up-to-date in your CRM, thereby improving efficiencies in your sales and marketing efforts. Use this automation to keep your records tidy without having to manually update them.

  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
    Update Record

    Updates an existing 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
    Try It
    • 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)