Close + NetSuite

Update records in NetSuite when new events occur in Close

With this workflow, as soon as a new event arises in your Close app, your NetSuite records get updated instantly. This seamless collaboration between Close and NetSuite not only saves you time by eliminating manual data entry, but also reduces the risk of human error, keeping your records up-to-date and precise. Capitalize on the efficiency of this automation and focus more on what matters most for your business.

With this workflow, as soon as a new event arises in your Close app, your NetSuite records get updated instantly. This seamless collaboration between Close and NetSuite not only saves you time by eliminating manual data entry, but also reduces the risk of human error, keeping your records up-to-date and precise. Capitalize on the efficiency of this automation and focus more on what matters most for your business.

  1. When this happens...
    CloseClose
    New Event

    Triggers when a new event is created.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Update Record

    Updates an existing 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
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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

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)