Salesforce NetSuite Integration
Build Seamless Integration Between Salesforce and NetSuite
What We Can Build
Key Integration Use Cases Between NetSuite and Salesforce
Leads & Contacts
Salesforce ➝ NetSuite
• New lead or contact created in Salesforce
• Create Customer or Contact in NetSuite
• Sync name, email, phone, address, company, industry
Accounts
Salesforce ➝ NetSuite
• New Account created or updated in Salesforce
• Create or update Customer record in NetSuite
Opportunities
Salesforce ➝ NetSuite
• Opportunity moves to "Closed Won"
• Create Opportunity, Estimate, Sales Order, or Project in NetSuite
• Sync items, quantity, amounts, customer info, expected close date
Orders
NetSuite ➝ Salesforce
• Order created in NetSuite
• Update Opportunity or create Order record in Salesforce for visibility
• Update order status, fulfillment progress, tracking info
Invoices & Payments
NetSuite ➝ Salesforce
• Invoice or Payment created in NetSuite
• Show financial status in Salesforce (e.g., "Invoiced", "Paid", "Past Due")
Products & Pricing
NetSuite ➝ Salesforce
• Item updates in NetSuite
• Sync product catalog, pricing tiers, or bundles to Salesforce
Integration Options
• One way
• Bidirectional
• Scheduled
• Realtime
Integration Services
We work with you to design scalable integrations tailored to your business needs
Implementation
- Discovery & Requirements Gathering
- Solution Design
- Setup & Configuration
- Custom Flow Development
- Error Handling & Monitoring Setup
- Testing & Validation
- Training & Go-Live Support
Optimization & Enhancements
- Integration Health Checks
- Flow Optimization
- Error Management Improvements
- Process Automation Enhancements
- Scalability Upgrades
- User Experience Improvements
- License Usage Optimization
Managed Services
- Proactive Monitoring
- Ongoing Maintenance
- Error Management & Resolution
- Enhancement Requests
- Performance Tuning
- Dedicated Support
- On-demand Reporting