FunnelCockpit + NetSuite

Create new NetSuite records from new FunnelCockpit crm contacts

Streamline the process of creating new records in NetSuite every time there's a new CRM contact in FunnelCockpit. With this workflow, you'll no longer need to manually input contact details. It efficiently transfers information from one platform to the other, ensuring you spend less time on data entry and more on growing your business.

Streamline the process of creating new records in NetSuite every time there's a new CRM contact in FunnelCockpit. With this workflow, you'll no longer need to manually input contact details. It efficiently transfers information from one platform to the other, ensuring you spend less time on data entry and more on growing your business.

  1. When this happens...
    FunnelCockpitFunnelCockpit
    New CRM Contact

    Triggers when a new CRM contact is created.

    TriggerPolling
  2. automatically do this!
    NetSuiteNetSuite
    Upsert (Create or Update) Record

    Creates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

    • Email Tag

    Trigger
    Polling
    Try It
    • SurveyRequired

    Trigger
    Polling
    Try It
    • CRMRequired

    • EmailRequired

    • Phone number

    • First name

    • Last name

    • Company

    • Zip code

    • City

    • UTM campaign

    • UTM medium

    • UTM source

    • UTM term

    • UTM content

    • Digistore24 Affiliate ID

    Action
    Write
    • WebinarRequired

    • EmailRequired

    • Start dateRequired

    Action
    Write
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About FunnelCockpit

FunnelCockpit is your all-in-one marketing solution.
Learn more

Related categories

  • Contact Management
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About NetSuite

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

Related categories

  • CRM (Customer Relationship Management)