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How Zapier works

Zapier makes it easy to integrate NetSuite with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from NetSuite

A trigger is an event that starts your Zap and runs the workflow. For example, with NetSuite, a trigger could be "New Record."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected NetSuite to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your NetSuite to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about NetSuite + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with NetSuite and Salesforce

How do I initiate integration between NetSuite and Salesforce?

To start integrating NetSuite with Salesforce, you first need to establish a connection with both accounts. Ensure you have the necessary API permissions for both platforms. Our platform allows you to set up triggers such as 'new lead in Salesforce' or 'updated customer in NetSuite' that can trigger actions like 'create customer record in NetSuite' or 'update opportunity in Salesforce.'

What are common triggers used in NetSuite and Salesforce integration?

Common triggers for this integration include 'new contact in Salesforce,' 'updated sales order in NetSuite,' or 'new opportunity created in Salesforce.' These triggers can kick off various actions, such as updating records or creating new entries across the integrated platforms.

Can I customize the workflows when integrating NetSuite with Salesforce?

Yes, our platform allows for robust customization options when setting up your workflows. You can define specific triggers and actions that suit your business needs. For instance, a closed-won deal in Salesforce can automatically trigger an invoice generation in NetSuite.

What happens if a sync fails between NetSuite and Salesforce?

If a sync fails, you will receive a detailed error message specifying what went wrong. Typically, this might be due to incorrect field mappings or connectivity issues. We provide logs and support to resolve these issues promptly.

Is it possible to update information bidirectionally between the two platforms?

Absolutely, our integrations allow for bidirectional data flow. This means not only can updates from Salesforce reflect in NetSuite but changes made within certain fields in NetSuite can also trigger updates back into Salesforce.

How frequently is data synchronized between NetSuite and Salesforce?

The frequency of data synchronization depends on how you've set up your integration rules. You can opt for real-time syncing where changes are reflected almost instantly or choose scheduled intervals which suit your business operations better.

Do I need technical expertise to integrate NetSuite with Salesforce?

While some technical knowledge may facilitate more complex integrations, we've designed our platform to be user-friendly so that even users with minimal technical expertise can set up basic integrations using predefined templates and intuitive interfaces.

Connect NetSuite and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Record Type
      Required
    Trigger
    Scheduled
    Try It
    • Record Type
      Required
    Trigger
    Scheduled
    Try It
    • Record Type
      Required
    • ID
      Required
    Action
    Write
    • Query
      Required
    • Limit
    • Offset
    Action
    Write
    • Standard or Custom Record Type?
      Required
    • Select a Saved Search
      Required
    Trigger
    Scheduled
    Try It
    • Record Type
      Required
    • Record
      Required
    • File to attach
      Required
    Action
    Write
    • Record Type
      Required
    • Record
      Required
    • File to attach
      Required
    Action
    Write
    • Record Type
      Required
    Action
    Write

Learn how to automate NetSuite on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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About NetSuite
NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
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Related categories
  • CRM (Customer Relationship Management)
salesforce logo
salesforce logo
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories
  • CRM (Customer Relationship Management)
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