NetSuite + Salesforce

Add NetSuite leads to Salesforce campaigns

Managing leads across multiple platforms can slow down your sales process. With this Zap, whenever a new lead is created in NetSuite, it’s automatically added to a campaign in Salesforce, ensuring your marketing and sales efforts are always aligned. This integration saves time, reduces manual data entry, and keeps your leads moving through the sales funnel seamlessly.

Managing leads across multiple platforms can slow down your sales process. With this Zap, whenever a new lead is created in NetSuite, it’s automatically added to a campaign in Salesforce, ensuring your marketing and sales efforts are always aligned. This integration saves time, reduces manual data entry, and keeps your leads moving through the sales funnel seamlessly.

  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
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    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
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)
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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