Connect NetSuite and Salesforce to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect NetSuite to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate NetSuite with Salesforce - no code necessary. See how you can get setup in minutes.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
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
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.
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 TypeRequired
Try It- Record TypeRequired
Try It- Record TypeRequired
- IDRequired
- QueryRequired
- Limit
- Offset
- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
Try It- Record TypeRequired
- RecordRequired
- File to attachRequired
- Record TypeRequired
- RecordRequired
- File to attachRequired
- Record TypeRequired