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Quickly connect NetSuite to Salesforce with a Zapier template.

Our most popular template

Update record in NetSuite to automatically update contacts in Salesforce
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NetSuite + Salesforce
Create new Salesforce records from new NetSuite records
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NetSuite + Salesforce
Create new records in NetSuite for every new lead in Salesforce
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Salesforce + NetSuite
Create new Salesforce records whenever new records appear in NetSuite
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NetSuite + Salesforce
Create leads in Salesforce from new records in NetSuite
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NetSuite + Salesforce
Create new Salesforce leads from new NetSuite records
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NetSuite + Salesforce

Update record in NetSuite to automatically update contacts in Salesforce

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NetSuite + Salesforce

Create new Salesforce records from new NetSuite records

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NetSuite + Salesforce

Create new records in NetSuite for every new lead in Salesforce

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Salesforce + NetSuite

Create new Salesforce records whenever new records appear in NetSuite

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NetSuite + Salesforce

Create leads in Salesforce from new records in NetSuite

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NetSuite + Salesforce

Create new Salesforce leads from new NetSuite records

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NetSuite + Salesforce

Create Salesforce records whenever new NetSuite records are added
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NetSuite + Salesforce
Create new Salesforce contacts from new NetSuite records
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NetSuite + Salesforce

How Zapier works

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Record" from NetSuite.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects NetSuite and Salesforce, automating your 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

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

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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.

Practical ways you can use NetSuite and Salesforce

Log new errors in codebase to NetSuite.

When a new error is recorded in Salesforce, Zapier can automatically log it as a new record in NetSuite. This makes it easier for engineering teams to track issues and link them with other business processes, streamlining error management and improving time-to-resolution.

Engineering

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Sync IT support tickets across platforms.

When a new IT support ticket is logged in Salesforce, Zapier can automatically create a corresponding record in NetSuite. This ensures the IT team tracks and handles tickets efficiently across systems, reducing downtime and improving response times.

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Create NetSuite records for new marketing leads.

When a new marketing lead is created in Salesforce, Zapier can automatically create a corresponding record in NetSuite. This helps marketers link leads with financial or operational processes without manual work, improving lead tracking and follow-ups.

Marketing & Marketing Ops

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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
Polling
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- Record Type
  Required
Trigger
Polling
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- Record Type
  Required
- Internal ID
  Required
Action
Write
- Query
  Required
- Limit
- Offset
Action
Write
- Source Record Type
  Required
- Source Record ID
  Required
Action
Write

- Folder
  Required
- File
  Required
- Name
  Required
- File_type
  Required
- Description
- Is_online
- Is_private
Action
Write
- Case Internal ID
  Required
Action
Search

- Record Type
  Required
- Primary Field to Search By
  Required
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Standard or Custom Record Type?
  Required
- Select a Saved Search
  Required
- Filter Info
- Select Columns to Search
- Enter Search Terms (Corresponding to Columns)
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Internal ID
  Required
Action
Write
- Record
  Required
Action
Write
- Salesforce Object
  Required
- Record
  Required
- Use Assignment Rules
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Headers
- Body
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Limit
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Standard or Custom Record Type?
  Required
- Select a Saved Search
  Required
Trigger
Polling
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
- Record Type
  Required
- Internal ID
  Required
Action
Write
- Record Type
  Required
- External ID
  Required
Action
Write
- Search Type
  Required
Action
Search
- Record Type
  Required
- Limit
- Primary Field to Search By
  Required
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Record Type
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Note Title
  Required
- Body
  Required
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Record
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Limit
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Learn how to automate NetSuite on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect NetSuite and Salesforce to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Update record in NetSuite to automatically update contacts in Salesforce

Create new Salesforce records from new NetSuite records

Create new records in NetSuite for every new lead in Salesforce

Create new Salesforce records whenever new records appear in NetSuite

Create leads in Salesforce from new records in NetSuite

Create new Salesforce leads from new NetSuite records

Update record in NetSuite to automatically update contacts in Salesforce

Create new Salesforce records from new NetSuite records

Create new records in NetSuite for every new lead in Salesforce

Create new Salesforce records whenever new records appear in NetSuite

Create leads in Salesforce from new records in NetSuite

Create new Salesforce leads from new NetSuite records

Create Salesforce records whenever new NetSuite records are added

Create new Salesforce contacts from new NetSuite records

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about NetSuite + Salesforce integrations

Practical ways you can use NetSuite and Salesforce

Log new errors in codebase to NetSuite.

Sync IT support tickets across platforms.

Create NetSuite records for new marketing leads.

Supported triggers and actions

Learn how to automate NetSuite on the Zapier blog

Your guide to NetSuite automation

Learn how to automate Salesforce on the Zapier blog

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