Create new Salesforce Lead from NetSuite Lead

This integration selects new NetSuite leads and imports them to Salesforce.

Notes

• The integration does not import pre-existing NetSuite leads to Salesforce leads.

• Due to NetSuite's data structure specifics, when the Salutation field has a value, then customer address data (such as street, city, country, etc.) cannot be imported to Salesforce.

How to Set Up

1. Select or create connections: NetSuite connection for Source and Salesforce connection for Target.
2. Specify the schedule on which the integration will run automatically.

Tips

• To create Salesforce leads from specific new NetSuite leads, configure filters in the task editor.