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Automatically create NetSuite records from Instantly leads, enriching your CRM with qualified prospects. Latenode’s visual editor and affordable execution pricing simplify complex sales automation setups, while custom code blocks allow unlimited data transformations.
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Create a New Scenario to Connect Instantly and NetSuite
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or NetSuite will be your first step. To do this, click "Choose an app," find Instantly or NetSuite, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
Instantly
Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the NetSuite Node
Next, click the plus (+) icon on the Instantly node, select NetSuite from the list of available apps, and choose the action you need from the list of nodes within NetSuite.
Instantly
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NetSuite
Authenticate NetSuite
Now, click the NetSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NetSuite settings. Authentication allows you to use NetSuite through Latenode.
Configure the Instantly and NetSuite Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Instantly and NetSuite Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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NetSuite
Trigger on Webhook
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Instantly
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Instantly, NetSuite, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Instantly and NetSuite integration works as expected. Depending on your setup, data should flow between Instantly and NetSuite (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Instantly + NetSuite + Slack: When a new lead is created in Instantly, a corresponding customer record is created in NetSuite. Subsequently, a notification is sent to the sales team via Slack to inform them of the new customer.
NetSuite + Instantly + Google Sheets: When an opportunity in NetSuite reaches a specific stage, the associated prospect is added to an Instantly campaign. The results of the campaign are then tracked in a Google Sheet for analysis.
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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About NetSuite
Sync NetSuite data with other apps using Latenode. Automate order processing, inventory updates, or financial reporting. Connect NetSuite to your CRM, marketing tools, or database. Use Latenode's visual editor and custom code options for precise control and scalable workflows, avoiding manual data entry and errors. Integrate complex logic easily.
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How can I connect my Instantly account to NetSuite using Latenode?
To connect your Instantly account to NetSuite on Latenode, follow these steps:
Can I automatically update NetSuite with new Instantly leads?
Yes, you can! Latenode's visual editor makes it simple to map Instantly lead data to NetSuite, ensuring your CRM is always up-to-date without manual data entry. Save time and increase accuracy.
What types of tasks can I perform by integrating Instantly with NetSuite?
Integrating Instantly with NetSuite allows you to perform various tasks, including:
How secure is my Instantly data when using Latenode integrations?
Latenode employs enterprise-grade security measures, including encryption and access controls, to protect your Instantly data during integration with NetSuite.
Are there any limitations to the Instantly and NetSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: