Close + NetSuite

Update NetSuite records when new leads in status are noted in Close

When a new lead status appears in your Close app, this workflow ensures that the corresponding record in your NetSuite app is updated swiftly and seamlessly. By streamlining this process, your team can spend less time manually updating records and more time on value-driven tasks. This automation aligns your Close and NetSuite activities efficiently, offering a simplified and efficient approach to lead management.

When a new lead status appears in your Close app, this workflow ensures that the corresponding record in your NetSuite app is updated swiftly and seamlessly. By streamlining this process, your team can spend less time manually updating records and more time on value-driven tasks. This automation aligns your Close and NetSuite activities efficiently, offering a simplified and efficient approach to lead management.

  1. When this happens...
    CloseClose
    New Lead in Status

    Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

    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

    • 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)