CONSENSUS + NetSuite

Create records in NetSuite for every new lead in CONSENSUS

With this workflow, every time you secure a new lead in CONSENSUS, it will create a corresponding record in NetSuite for effortless tracking. This process boosts your productivity by streamlining lead management and ensuring important details are recorded accurately and promptly in your NetSuite database. This efficient, automatic integration makes lead management hassle-free and straightforward.

With this workflow, every time you secure a new lead in CONSENSUS, it will create a corresponding record in NetSuite for effortless tracking. This process boosts your productivity by streamlining lead management and ensuring important details are recorded accurately and promptly in your NetSuite database. This efficient, automatic integration makes lead management hassle-free and straightforward.

  1. When this happens...
    CONSENSUSCONSENSUS
    New Lead

    Triggers when a new lead is collected in Consensus.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Create Record

    Creates a new record. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

  • CONSENSUS triggers, actions, and search

    New Lead

    Triggers when a new lead is collected in Consensus.

    Trigger
    Instant
    Try It
    • 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
consensus logo
consensus logo

About CONSENSUS

Consensus uses interactive video demos to provide a personalized demo experience on-demand, branching, summarizing, and expounding according to the responses of each prospect.

Related categories

  • Marketing
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
Learn more

Related categories

  • CRM (Customer Relationship Management)