NetSuite + Perspective
Manage new Perspective leads by creating or updating records in NetSuite
Keep your leads in perspective and your records up to date with this automation. Whenever there's a new lead inside the Perspective app, it triggers an update or creation of a record in NetSuite. This workflow simplifies your lead management process and saves valuable time, allowing you to focus more on nurturing your leads and growing your business.
Keep your leads in perspective and your records up to date with this automation. Whenever there's a new lead inside the Perspective app, it triggers an update or creation of a record in NetSuite. This workflow simplifies your lead management process and saves valuable time, allowing you to focus more on 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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