NetSuite + Perspective
Update NetSuite records each time new leads come via funnel in Perspective
Ensure a seamless follow-up process with this workflow. Whenever you gain a New Lead via Funnel inside the Perspective app, it will immediately update the corresponding Record in NetSuite. No longer worry about manual data transfers or missed updates, this automation will keep your sales process synchronized and efficient. Enjoy more time focusing on nurturing relationships with your potential clients.
Ensure a seamless follow-up process with this workflow. Whenever you gain a New Lead via Funnel inside the Perspective app, it will immediately update the corresponding Record in NetSuite. No longer worry about manual data transfers or missed updates, this automation will keep your sales process synchronized and efficient. Enjoy more time focusing on nurturing relationships with your potential clients.
- 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.
- Free forever for core features
- 14 day trial for premium features & apps
