NetSuite + Salesmate
Create deals in Salesmate from new records in NetSuite
Seamlessly streamline your sales process with this workflow between NetSuite and Salesmate. When a new record is added in NetSuite, a corresponding deal is created in Salesmate, ensuring continuity and efficiency. This allows you to focus on sales strategy rather than manual data entry, ultimately boosting performance and productivity.
Seamlessly streamline your sales process with this workflow between NetSuite and Salesmate. When a new record is added in NetSuite, a corresponding deal is created in Salesmate, ensuring continuity and efficiency. This allows you to focus on sales strategy rather than manual data entry, ultimately boosting performance and productivity.
- When this happens...New Or Updated Record
Triggers when a record is created or updated. Supports standard and custom records.
- automatically do this!Create Deal
Creates a new Deal, probably with input from previous steps.
- Free forever for core features
- 14 day trial for premium features & apps
Record TypeRequired
Try ItRecord TypeRequired
Try ItFolder
Folder name
Parent folder
Description
Record TypeRequired
RecordRequired
File to detachRequired
Standard or Custom Record Type?Required
Select a Saved SearchRequired
Try ItRecord TypeRequired
RecordRequired
File to attachRequired
Record TypeRequired
Internal IDRequired
QueryRequired
Limit
Offset
