Close + NetSuite

Update records in NetSuite when new custom activities are published in Close

When an activity is published in the Close app, keep your NetSuite records up-to-date with this streamlined workflow. Designed specifically for Close to NetSuite interaction, this setup ensures your business data remains consistent across platforms, reducing manual entry and potential for errors. Perfect for businesses aiming for efficient data management, this workflow is your solution for seamless, real-time updates.

When an activity is published in the Close app, keep your NetSuite records up-to-date with this streamlined workflow. Designed specifically for Close to NetSuite interaction, this setup ensures your business data remains consistent across platforms, reducing manual entry and potential for errors. Perfect for businesses aiming for efficient data management, this workflow is your solution for seamless, real-time updates.

  1. When this happens...
    CloseClose
    Published Custom Activity

    Triggers when a Custom Activity is published (saved).

    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

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

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

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

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

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

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

    New Call Transcript

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

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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netsuite logo
netsuite logo

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
Help

Related categories

  • CRM (Customer Relationship Management)