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Close + NetSuite

Close + NetSuite

Close + NetSuite integrations

Update NetSuite records when new opportunities in status arise on Close

Leverage this streamlined workflow to stay on top of your business opportunities. When a new opportunity status arises in Close, this instant automation updates the corresponding record in NetSuite. It's an efficient solution that saves you time by ensuring your records are always current, without the need for manual input. Transform the way you manage your business info, and focus more on growth and innovation.

  1. When this happens...
    New Opportunity in Status
    New Opportunity in Status
    New Opportunity in StatusTriggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
  2. automatically do this!
    Update Record
    Update Record
    Update RecordUpdates an existing record. Supports standard and custom records.
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More things you can do with Close and NetSuite

Discover other triggers and actions you can use with Close and NetSuite

  • Close triggers, actions, and search
    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
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    • Direction
    • Completed?
    Trigger
    Instant
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    • Trigger Actions
      Required
    • Custom Object Type
      Required
    Trigger
    Instant
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    • Field(s) Required to Trigger
    Trigger
    Instant
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    • Contact Smart View ID
      Required
    Trigger
    Polling
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    • Custom_activity_v2_instructions
    • Custom Activity Type
      Required
    • Filled-in fields
    Trigger
    Instant
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    • Direction
    • Template ID
    • User ID
    Trigger
    Instant
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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.
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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
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