Close + NetSuite

Create NetSuite records from new opportunities in Close status

Stay on top of your sales pipeline with this hassle-free automation. Whenever there's a new opportunity on Close in a certain status, a corresponding record gets effortlessly created in NetSuite. Keep your sales activities streamlined and your team on the same page - no manual data entry required - and allow for real-time tracking of business opportunities.

Stay on top of your sales pipeline with this hassle-free automation. Whenever there's a new opportunity on Close in a certain status, a corresponding record gets effortlessly created in NetSuite. Keep your sales activities streamlined and your team on the same page - no manual data entry required - and allow for real-time tracking of business opportunities.

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

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

    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)