Close + NetSuite

Update NetSuite records when new emails arrive in Close

Make the process of updating records in NetSuite a breeze every time you receive a new email in the Close app. This workflow swiftly transfers vital information from your emails directly into your NetSuite records, saving you from the hassle of manual data entry and ensuring that your records are always up-to-date. Simplify and streamline your business operations with this efficient workflow.

Make the process of updating records in NetSuite a breeze every time you receive a new email in the Close app. This workflow swiftly transfers vital information from your emails directly into your NetSuite records, saving you from the hassle of manual data entry and ensuring that your records are always up-to-date. Simplify and streamline your business operations with this efficient workflow.

  1. When this happens...
    CloseClose
    New Email

    Triggers when a new incoming Email is created or an outgoing Email 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
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)