Close + NetSuite

Create new NetSuite records from new sms in Close

Keep your business communications organized and efficient with this seamless workflow. When a new SMS message arrives in the Close app, this setup will create a record in NetSuite instantly. This instantly eliminates the need to manually transfer data between the two systems, ensuring your information is always up to date. It's perfect for businesses that want to streamline and optimize their operations without the time-consuming manual process.

Keep your business communications organized and efficient with this seamless workflow. When a new SMS message arrives in the Close app, this setup will create a record in NetSuite instantly. This instantly eliminates the need to manually transfer data between the two systems, ensuring your information is always up to date. It's perfect for businesses that want to streamline and optimize their operations without the time-consuming manual process.

  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
    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)