Close + NetSuite

Create new NetSuite records from updated leads in Close

Easily keep track of new leads in the Close app by creating a corresponding record in NetSuite. This workflow instantly pushes status updates from Close to NetSuite, ensuring timely and efficient lead management. Boost your productivity and streamline your client interaction process with this seamless automation.

Easily keep track of new leads in the Close app by creating a corresponding record in NetSuite. This workflow instantly pushes status updates from Close to NetSuite, ensuring timely and efficient lead management. Boost your productivity and streamline your client interaction process with this seamless automation.

  1. When this happens...
    CloseClose
    New Lead in Status

    Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

    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)