Close + NetSuite

Update records in NetSuite when new meetings are scheduled in Close

Elevate your efficiency with this streamlined workflow that makes your Close app and NetSuite sync in real-time. Anytime a new meeting is added in Close, a related record in NetSuite gets updated immediately. This workflow reduces manual data entry, ensuring your information is up-to-date and accurate. Now you can focus more on closing deals and growing your business, rather than fussing over data transfer.

Elevate your efficiency with this streamlined workflow that makes your Close app and NetSuite sync in real-time. Anytime a new meeting is added in Close, a related record in NetSuite gets updated immediately. This workflow reduces manual data entry, ensuring your information is up-to-date and accurate. Now you can focus more on closing deals and growing your business, rather than fussing over data transfer.

  1. When this happens...
    CloseClose
    New Meeting

    Triggers when a Meeting is scheduled, started, completed, canceled, or declined.

    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

  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Call Transcript

    Triggers when a new call or voicemail transcript is added to Close.

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    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

Related categories

  • CRM (Customer Relationship Management)