Close + NetSuite

Create new NetSuite records from new leads in smart view in Close

Smoothly streamline your workflow whenever new leads are identified in Close. This automation immediately creates a corresponding record in NetSuite, ensuring your client information is consistently updated across both platforms. Reduce manual data entry tasks, maintain accuracy, and stay organized effortlessly.

Smoothly streamline your workflow whenever new leads are identified in Close. This automation immediately creates a corresponding record in NetSuite, ensuring your client information is consistently updated across both platforms. Reduce manual data entry tasks, maintain accuracy, and stay organized effortlessly.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    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)