NetSuite + Perspective

Create NetSuite records from new Perspective leads via funnel

Streamline your sales process with this efficient workflow that links the Perspective and NetSuite apps. Upon capturing a new lead through Perspective, a corresponding record will be immediately created in NetSuite. This integration helps in organizing your sales data and ensures each new potential customer is promptly logged in your system. Witness improved lead management with minimal manual intervention.

Streamline your sales process with this efficient workflow that links the Perspective and NetSuite apps. Upon capturing a new lead through Perspective, a corresponding record will be immediately created in NetSuite. This integration helps in organizing your sales data and ensures each new potential customer is promptly logged in your system. Witness improved lead management with minimal manual intervention.

  1. When this happens...
    PerspectivePerspective
    New Lead via Funnel

    Triggers when a new lead is created via a funnel.

    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

    • FunnelRequired

    Trigger
    Instant
    Try It
    • Record TypeRequired

    Trigger
    Polling
    Try It
    • Record TypeRequired

    Trigger
    Polling
    Try It
    • Record TypeRequired

    • Internal IDRequired

    Action
    Write
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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)
perspective logo
perspective logo

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.
Learn more

Related categories

  • Marketing Automation

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