NetSuite + Perspective

Manage new Perspective leads by creating records in NetSuite

Save time and streamline your lead management process with this workflow. When you receive a new lead via Funnel in the Perspective app, it will create an associated record in the NetSuite app. This automation ensures a swift response, enhancing your potential to convert leads and boost your business growth.

Save time and streamline your lead management process with this workflow. When you receive a new lead via Funnel in the Perspective app, it will create an associated record in the NetSuite app. This automation ensures a swift response, enhancing your potential to convert leads and boost your business growth.

  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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier