iClosed + NetSuite

Update records in NetSuite when lead status changes in iClosed

Stay organized and efficient by using this workflow that promptly updates your NetSuite record whenever there's a change in lead status in your iClosed app. This ensures that your NetSuite data remains up-to-date, enabling you to respond faster to changes and improve your customer engagement. This automatic process not only saves time but also reduces the risks of errors that can impact strategic decision-making.

Stay organized and efficient by using this workflow that promptly updates your NetSuite record whenever there's a change in lead status in your iClosed app. This ensures that your NetSuite data remains up-to-date, enabling you to respond faster to changes and improve your customer engagement. This automatic process not only saves time but also reduces the risks of errors that can impact strategic decision-making.

  1. When this happens...
    iClosediClosed
    Contact by Status

    Triggers when contact status is changed on every step of it's scheduler journey

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Update Record

    Updates an existing record. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

  • iClosed triggers, actions, and search

    Setter Owner Assigned

    Triggers when a setter owner is assigned to a contact

    Trigger
    Instant
    Try It
    • Call OutcomeRequired

    • Trigger When Outcome is:

    Trigger
    Instant
    Try It
    • Final StatusRequired

    • Wait for X Seconds

    • Send Last Active Status?

    Trigger
    Instant
    Try It
    • TriggerRequired

    Trigger
    Instant
    Try It
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About iClosed

iClosed is a sales analytics & scheduler platform that helps you scale your business.
Learn more

Related categories

  • Scheduling & Booking
netsuite logo
netsuite logo

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)