Close + NetSuite

Create NetSuite records for each new lead in Close

Easily manage your sales pipeline with this seamless workflow. Whenever a new lead appears in Close, a corresponding record will be created in NetSuite. This automation not only helps in maintaining accurate data across both platforms but also saves you valuable time in manually entering information. Improve your sales process efficiency and focus more on selling!

Easily manage your sales pipeline with this seamless workflow. Whenever a new lead appears in Close, a corresponding record will be created in NetSuite. This automation not only helps in maintaining accurate data across both platforms but also saves you valuable time in manually entering information. Improve your sales process efficiency and focus more on selling!

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Create Record

    Triggers when a new record is created. 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)