Close + NetSuite
Create new NetSuite records from published custom activities in Close
Enhance productivity by bridging your Close and NetSuite apps. When you launch a Published Custom Activity in Close, this workflow swiftly sets up a new Record in your NetSuite application. It's an efficient solution for real-time sharing of important details between your sales and accounting teams. Improve team collaboration and ensure everyone's on the same page without missing a beat.
Enhance productivity by bridging your Close and NetSuite apps. When you launch a Published Custom Activity in Close, this workflow swiftly sets up a new Record in your NetSuite application. It's an efficient solution for real-time sharing of important details between your sales and accounting teams. Improve team collaboration and ensure everyone's on the same page without missing a beat.
- When this happens...
Published Custom ActivityTriggers when a Custom Activity is published (saved).
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create RecordTriggers when a new record is created. Supports standard and custom records.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger ActionsRequired
Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Limitations
Lead Smart View
(deprecated) Search Query
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote Contains Words Starting With...
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus ID
Status Label
Status Type
Value Period
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Lead IDRequired
Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Done EmailRequired
TypeRequired
Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action TypeRequired
Smart View or (deprecated) Search QueryRequired
Workflow ID
Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Export TypeRequired
FormatRequired
Lead Smart View or (deprecated) Search Query
Fields
Include Activities
Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity Query
Lead Smart View or (deprecated) Search Query
Status Types
Statuses
User IDs
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
QueryRequired
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report TypeRequired
Lead Smart View or (deprecated) Search Query
Start Date
End Date
Or Use a Date Range Label
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group(s) to Select From
Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Call Forwarding Enable/DisableRequired
Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
Contact
Text
Phone Number
Duration
Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Activity IDRequired
Custom Activity TypeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Company Name
Description
Url
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Assigned to User
Contact ID
Status
Confidence
Value
Value Period
Close Date
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Smart View IDRequired
Name
Query
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Text
User ID
From Email Or Domain
From Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
Lead ID
Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup Name
Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Date
Assigned To
Status
Title
Lead ID
Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Opportunity Lead ID
Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
LeadRequired
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote Contains Words Starting With...
Lead IDRequired
Or Search by Note ID
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStandard or Custom Record Type?Required
Select a Saved SearchRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planRecord TypeRequired
RecordRequired
File to attachRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
RecordRequired
File to attachRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FileRequired
NameRequired
File TypeRequired
Description
Is Online
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appRecord TypeRequired
Limit Number of Results
Primary Field to Search ByRequired
And/Or Operator
Secondary Field to Search By
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Call Transcript
Triggers when a new call or voicemail transcript is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustom Activity V 2 Instructions
Custom Activity TypeRequired
Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Direction
Template ID
User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
Old Status ID
Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Object TypeRequired
ActionRequired
User ID
Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
New Status Type
Old Status ID
Old Status Type
Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed?
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Address Label
Address 1
Address 2
City
State
Zipcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
MetricsRequired
Date RangeRequired
Users
groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MetricsRequired
Date RangeRequired
Users
Groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Lead Smart View or (deprecated) Search QueryRequired
Exclude leads that already received this email templateRequired
Contact PreferenceRequired
Send Done EmailRequired
Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Phone Number
Direction
Duration
Text
Recording URL
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact
StatusRequired
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report breakdownRequired
PipelineRequired
Report typeRequired
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
WorkflowRequired
Send emails from
Assign calls to
Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Date Created
StatusRequired
Date Scheduled
Local PhoneRequired
Remote PhoneRequired
Text
Template
SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Title
Email Addresses
Phone Numbers
Urls
Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Object IDRequired
Custom Object TypeRequired
Custom Object Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Assigned To
Text
Date
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Direction
Note
User ID
Date Range
Find First Call on Lead
Lead ID
Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appNote Contains Words Starting With...
Lead ID
Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow
Contact ID
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appFull Name
Email
Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
LeadRequired
Search by Custom Activity ID
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
LeadRequired
Or Search by Opportunity ID
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundRecord TypeRequired
IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Limit
Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External IDRequired
Record TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
Primary Field to Search ByRequired
And/Or Operator
Secondary Field to Search By
ActionThis is an event a Zap performs.SearchFind existing data in your appRecord TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Related categories
About NetSuite
NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
Related categories
Related Zap Templates
- Update records in NetSuite when new leads are added in Close status
- Update records in NetSuite when new opportunities arise in Close
- Update records in NetSuite when new meetings are scheduled in Close
- Update records in NetSuite when new leads appear in Close
- Create records in NetSuite when new contacts appear in Close's contact smart view
- Update NetSuite records whenever new leads appear in Close
- Update records in NetSuite whenever a new custom activity is published in Close
- Update records in NetSuite when new contacts are added in Close
- Create records in NetSuite from new leads in status in Close
- Create new NetSuite records for each new call in Close
- Update records in NetSuite when new leads appear in Close's smart view
- Update NetSuite records every time new calls come in on Close
- Update NetSuite records whenever Close objects are new or updated
- Update records in NetSuite when new calls happen in Close
- Update NetSuite records when new activities are published in Close
- Update NetSuite records with new or updated custom objects from Close
- Create new NetSuite records from new notes in Close
- Update NetSuite records whenever new contacts emerge in Close's smart view
- Update NetSuite records when new opportunities in status arise on Close
- Update NetSuite records when new inbox items are detected in Close
- Update records in NetSuite whenever new custom activities are published in Close
- Update NetSuite records whenever new leads appear in Close's smart view
- Create new NetSuite records from new emails in Close
- Update records in NetSuite whenever new custom activities are published in Close
- Update NetSuite records when new opportunities in status arise in Close
- Update NetSuite records whenever new activities are published in Close
- Update NetSuite records when new leads in status appear in Close
- Create records in NetSuite for new leads in smart view from Close
- Update records in NetSuite when new emails arrive in Close
- Update records in NetSuite when new leads appear in Close's smart view
- Update NetSuite records every time new custom activities are published in Close
- Create records in NetSuite from new opportunities in status in Close
- Create NetSuite records for new contacts in Close smart view
- Update NetSuite records when new contacts appear in Close's contact smart view
- Update NetSuite records when new opportunities in status happen in Close
- Update records in NetSuite when new contacts are added in Close
- Manage new Close leads by creating records in NetSuite
- Update NetSuite records every time new opportunities arise in Close
- Update NetSuite records when new or updated workflow subscriptions occur in Close
- Update NetSuite records when new leads in status are noted in Close
- Update records in NetSuite when new leads are added in Close
- Update NetSuite records when new opportunities in status arise in Close
- Update records in NetSuite when new leads appear in smart view in Close
- Update NetSuite records when new sms arrive in Close
- Update NetSuite records when new opportunities arise in Close
- Update NetSuite records instantly when new emails arrive in Close
- Create new NetSuite records from published custom activities in Close
- Update records in NetSuite when new leads in smart view are detected in Close
- Update records in NetSuite whenever new leads are added in Close
- Create records in NetSuite for new leads in status on Close
- Update records in NetSuite when new opportunities in status are detected in Close
- Update NetSuite records when new notes are added in Close
- Update records in NetSuite when new custom activities are published in Close
- Update records in NetSuite when new calls are logged in Close
- Update NetSuite records whenever new notes are added in Close
- Update records in NetSuite whenever new leads in status appear in Close
- Update NetSuite records whenever new inbox items appear in Close
- Create new NetSuite records from new Close contacts in smart view
- Create new NetSuite records for every new opportunity status in Close
- Update NetSuite records when new leads change status in Close
- Update NetSuite records when new custom activities are published in Close
- Update records in NetSuite when new leads in status arise in Close
- Create records in NetSuite when new opportunities in status appear in Close
- Update records in NetSuite when new custom activities are published in Close
- Manage new Close leads by creating or updating records in NetSuite
- Create NetSuite records from new opportunities in Close status
- Update NetSuite records when new contacts are added in Close
- Update NetSuite records whenever new emails arrive in Close
- "update NetSuite records when new calls come in on Close"
- Update records in NetSuite when new leads are added in Close
- Create records in NetSuite for every new lead in smart view from Close
- Create new records in NetSuite from new meetings in Close
- Update NetSuite records when new emails arrive in Close
- Update records in NetSuite when new custom activities are published in Close
- Update NetSuite records every time new tasks are created in Close
- Create new NetSuite records from updated leads in Close
- Create NetSuite records for each new lead in Close
- Create new NetSuite records for every new lead in Close
- Create new records in NetSuite from new leads in status in Close
- Update records in NetSuite when new leads in status are detected in Close
- Update NetSuite records when new opportunities change their status in Close
- Create new records in NetSuite for every new lead status in Close
- Update NetSuite records whenever new inbox items emerge in Close
- Update records in NetSuite when new events occur in Close
- Update NetSuite records whenever new sms appear in Close
- Update NetSuite records whenever new leads appear in Close's smart view
- Update records in NetSuite when new leads emerge in Close
- Create new records in NetSuite for updated leads in Close's smart view
- Create new NetSuite records from new sms in Close
- Update NetSuite records when new contacts appear in Close contact smart view
- Update NetSuite records when new leads are identified in Close smart view
- Update NetSuite records whenever new custom activities are published in Close
- Update records in NetSuite when new leads in status are detected in Close
- Update NetSuite records when new opportunities in status emerge in Close
- Create records in NetSuite for new leads in Close's smart view
- Update NetSuite records when new or updated workflow subscriptions occur in Close
- Create new NetSuite records from published custom activities in Close
- Update records in NetSuite when new opportunities in status appear in Close
- Create new NetSuite records from new leads in smart view in Close
Related Zap Templates
- Update records in NetSuite when new leads are added in Close status
- Update records in NetSuite when new leads appear in Close
- Update records in NetSuite whenever a new custom activity is published in Close
- Create new NetSuite records for each new call in Close
- Update NetSuite records whenever Close objects are new or updated
- Update NetSuite records with new or updated custom objects from Close
- Update NetSuite records when new opportunities in status arise on Close
- Update NetSuite records whenever new leads appear in Close's smart view
- Update NetSuite records when new opportunities in status arise in Close
- Create records in NetSuite for new leads in smart view from Close
- Update NetSuite records every time new custom activities are published in Close
- Update NetSuite records when new contacts appear in Close's contact smart view
- Manage new Close leads by creating records in NetSuite
- Update NetSuite records when new leads in status are noted in Close
- Update records in NetSuite when new leads appear in smart view in Close
- Update NetSuite records instantly when new emails arrive in Close
- Update records in NetSuite whenever new leads are added in Close
- Update NetSuite records when new notes are added in Close
- Update NetSuite records whenever new notes are added in Close
- Create new NetSuite records from new Close contacts in smart view
- Update NetSuite records when new custom activities are published in Close
- Update records in NetSuite when new custom activities are published in Close
- Update NetSuite records when new contacts are added in Close
- Update records in NetSuite when new leads are added in Close
- Update NetSuite records when new emails arrive in Close
- Create new NetSuite records from updated leads in Close
- Create new records in NetSuite from new leads in status in Close
- Create new records in NetSuite for every new lead status in Close
- Update NetSuite records whenever new sms appear in Close
- Create new records in NetSuite for updated leads in Close's smart view
- Update NetSuite records when new leads are identified in Close smart view
- Update NetSuite records when new opportunities in status emerge in Close
- Create new NetSuite records from published custom activities in Close
Â
- Update records in NetSuite when new opportunities arise in Close
- Create records in NetSuite when new contacts appear in Close's contact smart view
- Update records in NetSuite when new contacts are added in Close
- Update records in NetSuite when new leads appear in Close's smart view
- Update records in NetSuite when new calls happen in Close
- Create new NetSuite records from new notes in Close
- Update NetSuite records when new inbox items are detected in Close
- Create new NetSuite records from new emails in Close
- Update NetSuite records whenever new activities are published in Close
- Update records in NetSuite when new emails arrive in Close
- Create records in NetSuite from new opportunities in status in Close
- Update NetSuite records when new opportunities in status happen in Close
- Update NetSuite records every time new opportunities arise in Close
- Update records in NetSuite when new leads are added in Close
- Update NetSuite records when new sms arrive in Close
- Create new NetSuite records from published custom activities in Close
- Create records in NetSuite for new leads in status on Close
- Update records in NetSuite when new custom activities are published in Close
- Update records in NetSuite whenever new leads in status appear in Close
- Create new NetSuite records for every new opportunity status in Close
- Update records in NetSuite when new leads in status arise in Close
- Manage new Close leads by creating or updating records in NetSuite
- Update NetSuite records whenever new emails arrive in Close
- Create records in NetSuite for every new lead in smart view from Close
- Update records in NetSuite when new custom activities are published in Close
- Create NetSuite records for each new lead in Close
- Update records in NetSuite when new leads in status are detected in Close
- Update NetSuite records whenever new inbox items emerge in Close
- Update NetSuite records whenever new leads appear in Close's smart view
- Create new NetSuite records from new sms in Close
- Update NetSuite records whenever new custom activities are published in Close
- Create records in NetSuite for new leads in Close's smart view
- Update records in NetSuite when new opportunities in status appear in Close
Â
- Update records in NetSuite when new meetings are scheduled in Close
- Update NetSuite records whenever new leads appear in Close
- Create records in NetSuite from new leads in status in Close
- Update NetSuite records every time new calls come in on Close
- Update NetSuite records when new activities are published in Close
- Update NetSuite records whenever new contacts emerge in Close's smart view
- Update records in NetSuite whenever new custom activities are published in Close
- Update records in NetSuite whenever new custom activities are published in Close
- Update NetSuite records when new leads in status appear in Close
- Update records in NetSuite when new leads appear in Close's smart view
- Create NetSuite records for new contacts in Close smart view
- Update records in NetSuite when new contacts are added in Close
- Update NetSuite records when new or updated workflow subscriptions occur in Close
- Update NetSuite records when new opportunities in status arise in Close
- Update NetSuite records when new opportunities arise in Close
- Update records in NetSuite when new leads in smart view are detected in Close
- Update records in NetSuite when new opportunities in status are detected in Close
- Update records in NetSuite when new calls are logged in Close
- Update NetSuite records whenever new inbox items appear in Close
- Update NetSuite records when new leads change status in Close
- Create records in NetSuite when new opportunities in status appear in Close
- Create NetSuite records from new opportunities in Close status
- "update NetSuite records when new calls come in on Close"
- Create new records in NetSuite from new meetings in Close
- Update NetSuite records every time new tasks are created in Close
- Create new NetSuite records for every new lead in Close
- Update NetSuite records when new opportunities change their status in Close
- Update records in NetSuite when new events occur in Close
- Update records in NetSuite when new leads emerge in Close
- Update NetSuite records when new contacts appear in Close contact smart view
- Update records in NetSuite when new leads in status are detected in Close
- Update NetSuite records when new or updated workflow subscriptions occur in Close
- Create new NetSuite records from new leads in smart view in Close