NetSuite + Zoho CRM

Create new Zoho CRM modules from new NetSuite records

Streamline your customer relationship management with this workflow. Each time a new record appears in your NetSuite, this automation immediately creates a corresponding module entry in Zoho CRM. It ensures timely data update, helping your team in Zoho CRM stay on top of every change in the NetSuite. Now, manage your customer data more efficiently and focus on building stronger client relationships.

Streamline your customer relationship management with this workflow. Each time a new record appears in your NetSuite, this automation immediately creates a corresponding module entry in Zoho CRM. It ensures timely data update, helping your team in Zoho CRM stay on top of every change in the NetSuite. Now, manage your customer data more efficiently and focus on building stronger client relationships.

  1. When this happens...
    NetSuiteNetSuite
    New Or Updated Record

    Triggers when a record is created or updated. Supports standard and custom records.

    TriggerPolling
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

    • 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
    • Record TypeRequired

    Action
    Write
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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)
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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