NetSuite + Popl

Update NetSuite records each time new leads are added in your Popl individual account

When a new lead emerges in your Popl account, this workflow promptly updates the corresponding record in NetSuite. This automation helps ensure that you're keeping track of all newly captured potential clients promptly in NetSuite, helping to streamline your lead management process. Enhance your productivity and eliminate manual data entry, allowing you more time to engage and convert leads.

When a new lead emerges in your Popl account, this workflow promptly updates the corresponding record in NetSuite. This automation helps ensure that you're keeping track of all newly captured potential clients promptly in NetSuite, helping to streamline your lead management process. Enhance your productivity and eliminate manual data entry, allowing you more time to engage and convert leads.

  1. When this happens...
    PoplPopl
    New Lead

    Triggers when you collect a new lead via Popl

    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

    • Lead TypeRequired

    Trigger
    Instant
    Try It
    • Standard or Custom Record Type?Required

    • Select a Saved SearchRequired

    Trigger
    Polling
    Try It
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    • RecordRequired

    • File to detachRequired

    Action
    Write
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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)
popl logo
popl logo

About Popl

Popl is a digital business card platform that allows you to share contact info and capture leads.
Learn more

Related categories

  • Contact Management