NetSuite + Salesforce

Create leads in Salesforce from new records in NetSuite

Manage your customer data more efficiently with this workflow. When a new record is added in NetSuite, it creates a lead in Salesforce immediately. This process not only saves time but also ensures that every potential customer from NetSuite gets promptly registered in Salesforce for further engagement and follow ups. Boost your customer relationship management with this seamless data transfer between NetSuite and Salesforce.

Manage your customer data more efficiently with this workflow. When a new record is added in NetSuite, it creates a lead in Salesforce immediately. This process not only saves time but also ensures that every potential customer from NetSuite gets promptly registered in Salesforce for further engagement and follow ups. Boost your customer relationship management with this seamless data transfer between NetSuite and Salesforce.

  1. When this happens...
    NetSuiteNetSuite
    New Or Updated Record

    Triggers when a record is created or updated. Supports standard and custom records.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • Record TypeRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    • IDRequired

    Action
    Write
    • QueryRequired

    • Limit

    • Offset

    Action
    Write
    • Standard or Custom Record Type?Required

    • Select a Saved SearchRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    Action
    Write
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netsuite logo

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more

Related categories

  • CRM (Customer Relationship Management)
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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