Homes Made Easy + NetSuite
Invite new prospects in Homes Made Easy when new records are created in NetSuite
Save time and optimize your sales process with this workflow. When a new record is created in NetSuite, this will result in an immediate prospect invitation in Homes Made Easy. It's the seamless way to ensure no potential client slips through the cracks and helps keep your sales pipeline flowing smoothly. Transform your sales process into an efficient, streamlined system.
Save time and optimize your sales process with this workflow. When a new record is created in NetSuite, this will result in an immediate prospect invitation in Homes Made Easy. It's the seamless way to ensure no potential client slips through the cracks and helps keep your sales pipeline flowing smoothly. Transform your sales process into an efficient, streamlined system.
- When this happens...New Record
Triggers when a new record is created. Supports standard and custom records.
- automatically do this!Invite Prospect
Used to invite a new Prospect
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Record TypeRequired
Try ItRecord TypeRequired
Try ItRecord TypeRequired
Internal IDRequired
QueryRequired
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Offset
Standard or Custom Record Type?Required
Select a Saved SearchRequired
Try ItRecord TypeRequired
RecordRequired
File to attachRequired
Record TypeRequired
RecordRequired
File to detachRequired
Record TypeRequired