Close + NetSuite

Create new NetSuite records for each new call in Close

When a new call comes in on the Close app, expedite the process of data entry with this automated workflow. It instantly creates a record in your NetSuite app, saving you precious time spent on manual entries. Streamline your process and stay organised consistently with this efficient solution.

When a new call comes in on the Close app, expedite the process of data entry with this automated workflow. It instantly creates a record in your NetSuite app, saving you precious time spent on manual entries. Streamline your process and stay organised consistently with this efficient solution.

  1. When this happens...
    CloseClose
    New Call

    Triggers when a new Call is created or completed.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Create Record

    Creates a new record. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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)