LeadConnector + NetSuite

Create new LeadConnector opportunities from new NetSuite records

When a new record is created in NetSuite, this workflow ensures immediate action by updating or adding an opportunity within LeadConnector. This automatic process helps streamline your sales pipeline management, making sure that every new record in NetSuite translates into potential business opportunities in LeadConnector without delay. Stay on top of your game by making sure no potential leads or opportunities are overlooked.

When this happens...
New Or Updated Record
Triggers when a record is created or updated. Supports standard and custom records.
TriggerScheduled
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
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
- Record TypeRequired
- IDRequired
Action
Write

- External IDRequired
- Record TypeRequired
Action
Write
- Record TypeRequired
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search

- Record TypeRequired
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date Of Birth
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
Trigger
Scheduled
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- Record TypeRequired
- RecordRequired
- File to attachRequired
Action
Write
- Record TypeRequired
- RecordRequired
- File to attachRequired
Action
Write
- Record TypeRequired
Action
Write
- FolderRequired
- FileRequired
- NameRequired
- File TypeRequired
- Description
- Is Online
- Is Private
Action
Write
- Search byRequired
Action
Search
- Record TypeRequired
- Limit Number of Results
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write