Close + NetSuite

Update records in NetSuite when new opportunities in status appear in Close

Keep your sales data in unison when a new opportunity changes its status in the Close app, by seamlessly updating the related record in NetSuite. This workflow helps heighten the effectiveness of your sales operations, letting your team concentrate on crucial tasks and prospects. Furthermore, it eliminates the need for manual data entry, thereby freeing up essential time.

Keep your sales data in unison when a new opportunity changes its status in the Close app, by seamlessly updating the related record in NetSuite. This workflow helps heighten the effectiveness of your sales operations, letting your team concentrate on crucial tasks and prospects. Furthermore, it eliminates the need for manual data entry, thereby freeing up essential time.

  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
    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)