NetSuite + Perspective

Create new NetSuite records from new leads in Perspective via funnel

When a new lead appears in your Perspective funnel, this workflow creates a record in your NetSuite app. This ensures that every potential customer is captured and tracked, optimized your lead management process. Reduce manual data entry and streamline your customer acquisition process by connecting Perspective and NetSuite via this simple automation.

When a new lead appears in your Perspective funnel, this workflow creates a record in your NetSuite app. This ensures that every potential customer is captured and tracked, optimized your lead management process. Reduce manual data entry and streamline your customer acquisition process by connecting Perspective and NetSuite via this simple automation.

  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

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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