ClickFunnels + NetSuite

Update records in NetSuite whenever new contacts are identified in ClickFunnels

Ensure seamless data consistency between ClickFunnels and NetSuite with this efficient workflow. When a contact is recognized in ClickFunnels, the changes will be instantaneously reflected in your NetSuite records, bypassing the need for manual updates and reducing potential errors. This automated process greatly enhances your overall business efficiency and aids in ensuring accurate customer data across different platforms.

When this happens...
Contact Identified
Triggers when a new Contact is identified by email address or phone number.
TriggerInstant
automatically do this!
Update Record
Updates an existing record. Supports standard and custom records.
ActionWrite

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Supported triggers and actions

Scheduled Appointment Event Created
Triggers when a scheduled appointment event is created.
Trigger
Instant
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- CourseRequired
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- PipelineRequired
- StageRequired
- Email AddressRequired
- Opportunity NameRequired
- Value
- Close Date
Action
Write
- Email Address
- Contact ID
- TagRequired
Action
Write

- Email AddressRequired
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Search
- Record TypeRequired
Trigger
Polling
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- Record TypeRequired
Trigger
Polling
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- Record TypeRequired
- Internal IDRequired
Action
Write
- QueryRequired
- Limit
- Offset
Action
Write
- Source Record TypeRequired
- Source Record IDRequired
Action
Write
- FolderRequired
- FileRequired
- NameRequired
- File TypeRequired
- Description
- Is Online
- Is Private
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search byRequired
Action
Search
- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
- Filter Info
- Select Columns to Search
- Enter Search Terms (Corresponding to Columns)
Action
Search
- Record TypeRequired
Action
Search

- CourseRequired
Trigger
Instant
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- Funnel
- Page
Trigger
Instant
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- CourseRequired
Trigger
Instant
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Opportunity Moved Stages
Triggers when an Opportunity moves from one stage to another.
Trigger
Instant
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- Email Address
- Contact ID
- Existing Tag
- Dynamic Tag Name
Action
Write
- Email Address
- Contact ID
- CourseRequired
Action
Write
- Search Type
- Search Value
Action
Search
- Email AddressRequired
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Search or 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 detachRequired
Action
Write
- Record TypeRequired
Action
Write
- Record TypeRequired
- Internal IDRequired
Action
Write
- Record TypeRequired
- External IDRequired
Action
Write
- Case Internal IDRequired
Action
Search
- Record TypeRequired
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Record TypeRequired
- Limit Number of Results
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search

About ClickFunnels

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

Learn more

Related categories

Website & App Building

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)

Related Zap Templates

Update records in NetSuite when new contacts are identified in ClickFunnels

Create new NetSuite records when new contacts are identified in ClickFunnels

ClickFunnels + NetSuite

Update records in NetSuite whenever new contacts are identified in ClickFunnels

Scheduled Appointment Event Created

Course Enrollment Created for Contact

Contact Submitted Form

One-Time Order Paid

Subscription Invoice Paid

Create Opportunity

Remove Tag From Contact

Update or Create Contact (By Email Address)

New Record

New Or Updated Record

Delete Record

Run SuiteQL Query

Transform Record

Upload File to File Cabinet

API Request (Beta)

Find File In File Cabinet

Find Records (Saved Search)

Get Record Type (Object) Schema

Contact Completed Course

Contact Identified

Contact Suspended From Course

Opportunity Moved Stages

Apply Tag to Contact

Enroll a Contact Into a Course

Search Contacts by Email or ID

Update or Create a Contact (By Email Address)

New Record (Saved Search)

Attach Existing File to Record

Detach File from Record

Create Record

Update Record

Upsert (Create or Update) Record

Find Case Notes

Find Record

Find Records (with line-item support)

About ClickFunnels

Related categories

About NetSuite

Related categories

Related Zap Templates

Related Zap Templates