How to connect NetSuite and Close CRM
Create a New Scenario to Connect NetSuite and Close CRM
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 NetSuite, triggered by another scenario, or executed manually (for testing purposes). In most cases, NetSuite or Close CRM will be your first step. To do this, click "Choose an app," find NetSuite or Close CRM, and select the appropriate trigger to start the scenario.

Add the NetSuite Node
Select the NetSuite node from the app selection panel on the right.

NetSuite
Configure the NetSuite
Click on the NetSuite node to configure it. You can modify the NetSuite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the NetSuite node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.

NetSuite
⚙
Close CRM
Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the NetSuite and Close CRM 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 NetSuite and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

JavaScript
⚙
AI Anthropic Claude 3
⚙
Close CRM
Trigger on Webhook
⚙
NetSuite
⚙
⚙
Iterator
⚙
Webhook response
Save and Activate the Scenario
After configuring NetSuite, Close CRM, 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 NetSuite and Close CRM integration works as expected. Depending on your setup, data should flow between NetSuite and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect NetSuite and Close CRM
Close CRM + NetSuite + Slack: When a lead's status changes in Close CRM, this automation updates the corresponding record in NetSuite and sends a notification to a Slack channel to inform the sales team about the updated deal.
NetSuite + Close CRM + QuickBooks: When a new payment is recorded in NetSuite, this flow updates the corresponding customer's record in Close CRM and reconciles the payment in QuickBooks.
NetSuite and Close CRM integration alternatives
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.
Similar apps
Related categories
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
Similar apps
Related categories
See how Latenode works
FAQ NetSuite and Close CRM
How can I connect my NetSuite account to Close CRM using Latenode?
To connect your NetSuite account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select NetSuite and click on "Connect".
- Authenticate your NetSuite and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new NetSuite customers to Close CRM?
Yes, you can! With Latenode, automatically sync new NetSuite customers to Close CRM, creating new leads instantly. Avoid manual data entry and ensure your sales team always has the latest info.
What types of tasks can I perform by integrating NetSuite with Close CRM?
Integrating NetSuite with Close CRM allows you to perform various tasks, including:
- Automatically creating Close CRM leads from new NetSuite customers.
- Updating NetSuite customer data when a Close CRM lead is converted.
- Syncing product information between NetSuite and Close CRM deals.
- Triggering NetSuite invoice creation when a Close CRM opportunity closes.
- Creating custom reports combining data from both NetSuite and Close CRM.
Can I use JavaScript to transform data between NetSuite and Close CRM?
Yes, you can! Latenode allows you to use JavaScript code blocks to customize data transformations and handle complex logic between NetSuite and Close CRM.
Are there any limitations to the NetSuite and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex NetSuite custom fields might require custom JavaScript mapping.
- High-volume data syncs may require optimization for best performance.
- Real-time updates depend on the API rate limits of NetSuite and Close CRM.