NetSuite + Perspective
Update NetSuite records for new leads via funnel in Perspective
Minimize your workload with this handy workflow. Whenever you have a new lead from your funnel in the Perspective app, it immediately updates a record in the NetSuite app. This eliminates the need for manual data entry, ensuring your NetSuite records are accurate, up-to-date, and reflect your latest leads. Keep everything streamlined and organized, allowing you to focus more on converting these leads into customers.
Minimize your workload with this handy workflow. Whenever you have a new lead from your funnel in the Perspective app, it immediately updates a record in the NetSuite app. This eliminates the need for manual data entry, ensuring your NetSuite records are accurate, up-to-date, and reflect your latest leads. Keep everything streamlined and organized, allowing you to focus more on converting these leads into customers.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Update Record
Updates an existing record. Supports standard and custom records.
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