NetSuite + Perspective

Update records in NetSuite whenever new leads funnel into Perspective

Effortlessly manage your leads with this automation that connects Perspective and NetSuite. Whenever a new lead comes in via Funnel in the Perspective app, it will swiftly update the corresponding record in NetSuite. This means you're keeping your customer database up-to-date without the need for manual intervention, saving valuable time to focus on what truly matters - nurturing your business relationships.

Effortlessly manage your leads with this automation that connects Perspective and NetSuite. Whenever a new lead comes in via Funnel in the Perspective app, it will swiftly update the corresponding record in NetSuite. This means you're keeping your customer database up-to-date without the need for manual intervention, saving valuable time to focus on what truly matters - nurturing your business relationships.

  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
    Update Record

    Updates an existing 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
netsuite logo
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

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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