Close + NetSuite

Manage new Close leads by creating records in NetSuite

Streamline your sales process with this seamlessly integrated workflow. When a new lead enters your Close system, a corresponding record is instantly created in NetSuite. This automation not only ensures consistency across your platforms, but also reduces manual data entry, allowing your team to focus on nurturing leads and closing sales.

Streamline your sales process with this seamlessly integrated workflow. When a new lead enters your Close system, a corresponding record is instantly created in NetSuite. This automation not only ensures consistency across your platforms, but also reduces manual data entry, allowing your team to focus on nurturing leads and closing sales.

  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.
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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)