1.Monitors new contact creation
Integrate Salesforce and CRM field mapping to capture core contact fields and to trigger contact matching in downstream systems.
Create a customer contact record for new CRM contacts
Automatically monitor new CRM contacts across Salesforce and NetSuite. Create and update when email provided, phone captured, or account identifier submittedβso you can match ERP customers, create linked contact records, and prevent duplicate entries without manual data entry.
How this automation creates linked ERP contacts
When new contacts appear in your CRM, duplicates and mismatched records can slow onboarding. This automation verifies the related customer, filters out excluded lifecycle stages, and creates linked NetSuite contact recordsβso your team can keep one clean contact view.
Salesforceor swap with your favorite app
2.Finds related account record
Integrate Salesforce and account lookup workflows to find the related Account and to map identifiers for ERP matching.
3.Filters qualifying contacts
Integrate Filter by Zapier and duplicate checks to continue only for qualifying contacts and to exclude lifecycle-stage matches.
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4.Finds ERP customer match
Integrate NetSuite and ERP customer search tools to locate the customer by the mapped account identifier.
NetSuiteor swap with your favorite app
5.Creates linked ERP contact
Integrate NetSuite and contact record mapping to create a new ERP contact and to link it to the found customer.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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