Agile CRM + NetSuite

Create contacts in Agile CRM from new records in NetSuite

Manage your customer relationships with ease and efficiency, by connecting NetSuite with Agile CRM. With every new record that gets added in NetSuite, a corresponding contact is created in Agile CRM. This automation eliminates redundant tasks, boosts consistency in data management, and empowers you to better handle your operations and customer interactions. Benefit from a smoother, streamlined process.

Manage your customer relationships with ease and efficiency, by connecting NetSuite with Agile CRM. With every new record that gets added in NetSuite, a corresponding contact is created in Agile CRM. This automation eliminates redundant tasks, boosts consistency in data management, and empowers you to better handle your operations and customer interactions. Benefit from a smoother, streamlined process.

  1. When this happens...
    NetSuiteNetSuite
    New Record

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

    TriggerScheduled
  2. automatically do this!
    Agile CRMAgile CRM
    Create Contact

    Creates New Contact in the Agile CRM.

    ActionWrite
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Supported triggers and actions

    • Record TypeRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    • IDRequired

    Action
    Write
    • QueryRequired

    • Limit

    • Offset

    Action
    Write
    • Standard or Custom Record Type?Required

    • Select a Saved SearchRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    Action
    Write
agile-crm logo
agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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

Related categories

  • CRM (Customer Relationship Management)