Close + NetSuite

Update NetSuite records when new contacts appear in Close contact smart view

Keep your NetSuite records error-free and up-to-date with this efficient workflow. As soon as a new contact enters your Smart View in Close, this automation promptly updates the corresponding record in NetSuite. By eradicating the need for manual data entry, this streamlining process ensures you always have the most accurate and current information at your fingertips, allowing you to make well-informed decisions for your business.

Keep your NetSuite records error-free and up-to-date with this efficient workflow. As soon as a new contact enters your Smart View in Close, this automation promptly updates the corresponding record in NetSuite. By eradicating the need for manual data entry, this streamlining process ensures you always have the most accurate and current information at your fingertips, allowing you to make well-informed decisions for your business.

  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
    Update Record

    Updates an existing record. Supports standard and custom records.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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)

Similar apps

Zendesk Sell integrationsZendesk Sell integrations

Zendesk Sell

CRM (Customer Relationship Management)
CallTrackingMetrics integrationsCallTrackingMetrics integrations

CallTrackingMetrics

Call Tracking
Follow Up Boss integrationsFollow Up Boss integrations

Follow Up Boss

CRM (Customer Relationship Management)
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)