Close + NetSuite

Update NetSuite records when new leads change status in Close

Effortlessly manage your business workflows by keeping your Close and NetSuite data in unison. This automation activates when you have a New Lead in Status in the Close platform, and then goes on to update the related record in the NetSuite platform. This offers a seamless connection between your sales and accounting data, saving you time and reducing manual efforts.

Effortlessly manage your business workflows by keeping your Close and NetSuite data in unison. This automation activates when you have a New Lead in Status in the Close platform, and then goes on to update the related record in the NetSuite platform. This offers a seamless connection between your sales and accounting data, saving you time and reducing manual efforts.

  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)