Close + NetSuite

Manage new Close leads by creating or updating records in NetSuite

Boost your efficiency with this dynamic workflow. When a new lead is detected in Close, it prompts an immediate creation or update of a record in NetSuite. This seamless process ensures accurate data management and timely follow-up actions, enhancing your relationship with potential clients. Embrace this convenient automation to streamline your lead management.

Boost your efficiency with this dynamic workflow. When a new lead is detected in Close, it prompts an immediate creation or update of a record in NetSuite. This seamless process ensures accurate data management and timely follow-up actions, enhancing your relationship with potential clients. Embrace this convenient automation to streamline your lead management.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Upsert (Create or Update) Record

    Creates a new record if it does not exist. If the record already exists, it will be updated. 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

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)