NetSuite + Perspective
Create new NetSuite records when funnels are completed in Perspective
When a visitor completes a funnel in the Perspective app, streamline your process with this workflow that creates a new record in the NetSuite app. This efficient automation saves time and eliminates manual data entry, permitting you to maintain focus on crucial tasks. This workflow offers a clear solution to keeping your systems updated and organized promptly after visitor interactions.
When a visitor completes a funnel in the Perspective app, streamline your process with this workflow that creates a new record in the NetSuite app. This efficient automation saves time and eliminates manual data entry, permitting you to maintain focus on crucial tasks. This workflow offers a clear solution to keeping your systems updated and organized promptly after visitor interactions.
- When this happens...Visitor Completed a Funnel
Triggers when a new visitor reaches the last page of a funnel.
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
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