NetSuite + Perspective

Create new NetSuite records from new leads via funnel in Perspective

Streamline your business processes with this workflow. When a new lead is registered through Funnel in the Perspective app, a record is instantly created in your NetSuite app. This system ensures efficient lead management, saving you time and eliminating the need for manual data entry. With this automation, you can focus more on converting leads rather than on administrative tasks.

Streamline your business processes with this workflow. When a new lead is registered through Funnel in the Perspective app, a record is instantly created in your NetSuite app. This system ensures efficient lead management, saving you time and eliminating the need for manual data entry. With this automation, you can focus more on converting leads rather than on administrative tasks.

  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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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

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