NetSuite + Perspective
Create or update NetSuite records when new leads come via funnel in Perspective
This workflow kicks in when a new lead emerges via Funnel in your Perspective app, proceeding to create or update a record in your NetSuite app. It streamlines the process of managing new leads and ensures your data in NetSuite is always up-to-date. Say goodbye to manual data entry and keep your focus on what matters - nurturing your leads and growing your business.
This workflow kicks in when a new lead emerges via Funnel in your Perspective app, proceeding to create or update a record in your NetSuite app. It streamlines the process of managing new leads and ensures your data in NetSuite is always up-to-date. Say goodbye to manual data entry and keep your focus on what matters - nurturing your leads and growing your business.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Upsert (Create or Update) Record
Creates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.
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