Close + NetSuite

Create new NetSuite records from new Close contacts in smart view

Streamline your record-keeping by instantly adding new contacts from Close into NetSuite. With this workflow, whenever a new contact comes in through your Contact Smart View in Close, it will immediately create a corresponding record in NetSuite. This not only saves time but also ensures data consistency across platforms, facilitating smooth business operations.

Streamline your record-keeping by instantly adding new contacts from Close into NetSuite. With this workflow, whenever a new contact comes in through your Contact Smart View in Close, it will immediately create a corresponding record in NetSuite. This not only saves time but also ensures data consistency across platforms, facilitating smooth business operations.

  1. When this happens...
    CloseClose
    New Contact in Contact Smart View

    Triggers when a new Contact is added to a Contact Smart View.

    TriggerScheduled
  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

  • 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
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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

Related categories

  • CRM (Customer Relationship Management)