Close + NetSuite

Update NetSuite records when new sms arrive in Close

Effortlessly update your records in NetSuite when you receive a new text message in Close. This workflow optimizes your data management, ensuring every SMS in Close triggers a record update in NetSuite. See immediate improvements in record alignment and save precious time normally spent manually updating data.

Effortlessly update your records in NetSuite when you receive a new text message in Close. This workflow optimizes your data management, ensuring every SMS in Close triggers a record update in NetSuite. See immediate improvements in record alignment and save precious time normally spent manually updating data.

  1. When this happens...
    CloseClose
    New SMS

    Triggers when a new inbound SMS is created or an outbound SMS is sent.

    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
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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)