Close + NetSuite

Update NetSuite records when new inbox items are detected in Close

Keep your business flowing smoothly with this efficient workflow. When a new item arrives in your Close inbox, it promptly updates a record in NetSuite. Not only does it eliminate manual entry, but it also ensures that your NetSuite records always reflect the most current information from Close. This seamless integration paves the way for a more streamlined and organized management process.

Keep your business flowing smoothly with this efficient workflow. When a new item arrives in your Close inbox, it promptly updates a record in NetSuite. Not only does it eliminate manual entry, but it also ensures that your NetSuite records always reflect the most current information from Close. This seamless integration paves the way for a more streamlined and organized management process.

  1. When this happens...
    CloseClose
    New Inbox Item

    Triggers when a new item is created in your Inbox, Done, or Future folder

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Update Record

    Updates an existing record. Supports standard and custom records.

    ActionWrite
Start free with email
Start free with email
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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)