NetSuite + Salesforce

Create new Salesforce records from new NetSuite records

Stay updated on your business operations through an efficient workflow between NetSuite and Salesforce. Whenever a new record is added in NetSuite, this workflow ensures seamless creation of a corresponding record in Salesforce. This method simplifies data handling, reduces manual entry, and helps maintain consistency across your platforms, enhancing productivity and data management.

Stay updated on your business operations through an efficient workflow between NetSuite and Salesforce. Whenever a new record is added in NetSuite, this workflow ensures seamless creation of a corresponding record in Salesforce. This method simplifies data handling, reduces manual entry, and helps maintain consistency across your platforms, enhancing productivity and data management.

  1. When this happens...
    NetSuiteNetSuite
    New Record

    Triggers when a new record is created. Supports standard and custom records.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • Standard or Custom Record Type?Required

    • Select a Saved SearchRequired

    Trigger
    Polling
    Try It
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    • RecordRequired

    • File to detachRequired

    Action
    Write
    • Record TypeRequired

    Action
    Write
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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)
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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