NetSuite + Salesforce

Create new Salesforce leads from new NetSuite records

When a new record is added in NetSuite, this workflow smoothly transitions that data to Salesforce creating a lead. This seamless integration saves you valuable time, completely eliminating manual data entry and the possibility of human errors. Convenient and efficient, it ensures your Salesforce leads are constantly updated with fresh NetSuite information.

When a new record is added in NetSuite, this workflow smoothly transitions that data to Salesforce creating a lead. This seamless integration saves you valuable time, completely eliminating manual data entry and the possibility of human errors. Convenient and efficient, it ensures your Salesforce leads are constantly updated with fresh NetSuite information.

  1. When this happens...
    NetSuiteNetSuite
    New Record

    Triggers when a new record is created. Supports standard and custom records.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    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
    • Standard or Custom Record Type?Required

    • Select a Saved SearchRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    Action
    Write
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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)
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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