InvestorLift + NetSuite
Create records in NetSuite from new leads in InvestorLift
Empower your customer relationship management with this streamlined workflow. When a new lead emerges in InvestorLift, a corresponding record is instantly created in NetSuite, enabling a swift response. This automation ensures you're continuously updated, saving you time and bolstering your sales efforts.
Empower your customer relationship management with this streamlined workflow. When a new lead emerges in InvestorLift, a corresponding record is instantly created in NetSuite, enabling a swift response. This automation ensures you're continuously updated, saving you time and bolstering your sales efforts.
- When this happens...New Lead
Triggers when there's a new Lead.
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
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- 14 day trial for premium features & apps
New Buyer
Triggers when there's a new Buyer.
Try ItNew Lead
Triggers when there's a new Lead.
Try ItNew Offer
Triggers when there's a new Offer.
Try ItUpdate Lead
Triggers when Lead updated.
Try It
New Inquiry
Triggers when there's a new Inquiry.
Try ItNew Loan Lead
Triggers when there's a new Loan Lead (available only for Lenders).
Try ItOffer Accepted
Triggers when Offer Accepted.
Try ItStreet AddressRequired
CityRequired
CountyRequired
StateRequired
ZipRequired
LatitudeRequired
LongitudeRequired
Countertops
Appliances
Kitchen
Bathrooms Condition
Yard
Exterior
Priority
Timeframe
Feel
Asking Price
Bathrooms
Half Bathrooms
Bedrooms
EmailRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Contact Me
Message
Zestimate
Unit
Year Built
Lot Size
Square Footage
UTM Source
UTM Medium
UTM Campaign
UTM Term
UTM Content
Note
Google Click ID
Microsoft Click ID