NetSuite & Salesforce CRM Integration
- Automate
- Sync
- Grow
NetSuite & Salesforce CRM integration connects your ERP and CRM so accounts, contacts, quotes, orders, invoices and payments move automatically. With APPSeCONNECT, this NetSuite and Salesforce CRM Integration runs in real time using low-code automation and secure APIs.
Our platform is the best NetSuite Salesforce integration for teams. This Netsuite Salesforce integration removes handoffs, speeds quoting and gives unified reporting instead of disconnected spreadsheets.
Key Benefits
Why APPSeCONNECT is the Gold Standard for NetSuite & Salesforce CRM Integration
Bi-Directional Account Sync
New customers in ERP become Accounts in CRM, and the reverse, for aligned records everywhere.
Contact Hierarchy
Multiple contacts per account stay synced, preserving roles and relationships both ways.
Price Level Mapping
ERP price levels become CRM Price Books, keeping quotes consistent with finance.
Order & Invoice Flow
Quotes, orders, invoices and payments move between systems for a complete commercial history.
Custom Field Support
Extra fields and objects can sync using configurable flows and supported APIs.
Enterprise Security
Encryption, certifications and access control protect information during integration.
Error Recovery
Automatic retries, email alerts and dashboards highlight and help fix issues.
Connector & Service
Delivered through a dedicated connector plus expert, ongoing integration services.
Multi-Org & Multi-Store
Support complex structures, including multi-org and multi-store CRM and ERP models.
Standard Features Covered in Our Salesforce NetSuite Integration Template
Account / Customer Sync
- Through our NetSuite Salesforce integration, Customers created in NetSuite ERP will be synced to Salesforce CRM as Accounts. Similarly, Accounts created in Salesforce will also be synced to NetSuite as Customers.
- The key information synced using the Salesforce connector for NetSuite:
- Name and general information with the NetSuite Customer Number
- Default address details and additional addresses
- Associated price levels
- Any additional custom field can also be synced
Contact
- Multiple contacts can exist under a customer/account in NetSuite/Salesforce and can be bidirectionally synced between the two platforms using the NetSuite integration with Salesforce to ensure accurate customer/account record assignment.
Price Level and Price Books
- Pricelists created in NetSuite will be synced with the Pricebooks in Salesforce which contains the respective product prices.
- With the help of NetSuite Connector for Salesforce base price level of items will be synced as standard price in Salesforce.
Item
- Items created in NetSuite will be synced to Salesforce CRM with the respective item attributes containing custom fields.
- The pricebooks entries will be created for the respective item and its price-level combination.
- Products marked as inactive in NetSuite will also be marked as inactive in Salesforce.
Estimate
- Quotes created in Salesforce will be synced to NetSuite as Estimate, with the line item and price details.
- Sales reps from NetSuite will also be synced to Salesforce with the expiry date details, ensuring downstream processes like commission calculations, price changes, etc. are fully intact
Order
- Orders created in NetSuite will be synced to Salesforce as Sales Order.
- If the order is made in respect of a quote, it will be synced to the quotation record in Salesforce.
- The order will also sync with the accurate account and will come along with the line item
Invoice
- Invoices created in NetSuite will be synced to Salesforce as Invoice (custom object). It will be automatically synced to the related Sales Order and Account
Payment
- Customer payments posted in NetSuite will be synced to Salesforce under respective invoice, helping the Sales reps to check A/C receivables when following up with the customer.
Popular NetSuite Integrations
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B2B AUTOMATION
Where NetSuite and Salesforce CRM Integration Meets Automation
Imagine creating a quote in Salesforce and seeing a matching estimate in NetSuite automatically. Then turning it into an order and tracking payments with no re-entry. That is how to sync NetSuite accounts to Salesforce and keep both sides updated.
These patterns cover typical NetSuite Salesforce real-time sync use cases, turning manual steps into a repeatable flow.
- Account/Customer Sync: Names, addresses and price levels map correctly so sales and finance see the same customers.
- Contact Sync: Contacts under each account stay aligned in both tools with roles and contact details.
- Price Books & Levels: ERP price levels feed CRM pricebook entries so quotes reflect the right pricing.
- Inventory Coordination: Availability data surfaces where needed so sales knows what can actually ship.
What You Get
What Features Come with Our NetSuite–Salesforce Connector?
Account & Customer Sync
Automatically create or update Accounts in CRM and Customers in ERP.
Contact Management
Support many contacts per account with role and address handling.
Item & Product Sync
ERP items appear as CRM products, supporting availability visibility for sales.
Quote & Estimate Integration
Quotes in CRM become ERP Estimates with full line-item details.
Order Automation
ERP orders appear in CRM as sales orders, linked to original quotes and accounts.
Invoice & Payment Sync
Invoices and payments show in CRM as custom records for better financial context.
Custom Object Handling
Extend sync to supported ERP and CRM custom objects as needed.
NetSuite–Salesforce Integration Endpoints
| ENDPOINT | DIRECTION | DETAILS |
|---|---|---|
| ACCOUNTS | NetSuite ↔ Salesforce | Sync name, address, price levels, and custom fields bi-directionally. |
| CONTACTS | NetSuite ↔ Salesforce | Bi-sync multiple contacts per account with roles and addresses. |
| PRODUCTS | NetSuite ↔ Salesforce | Push items as Products with attributes and inactive flags. |
| QUOTES | Salesforce → NetSuite | Sync Quotes into NetSuite Estimates with line items and expiry dates. |
| ORDERS | NetSuite ↔ Salesforce | Sync sales orders back to Salesforce linked to Accounts and Quotes. |
| INVOICES | NetSuite ↔ Salesforce | Create custom Invoice records in Salesforce with payment statuses. |
| INVOICES | NetSuite ↔ Salesforce | Map Customer payments under respective Invoice records in Salesforce. |
Real-World Use Cases of the Integration
New Business Sales
Quotes move from CRM to ERP for confirmation, order creation and invoicing.
Account Management
Renewals and upsell deals update ERP records, keeping lifetime value and contracts aligned.
Operations & Fulfillment
Orders and shipments update CRM timelines so sales see status without calling operations.
Finance & Collections
Invoices and payments keep CRM-informed conversations grounded in actual balances and due dates.
Custom Objects
Use NetSuite Salesforce custom object mapping guidance to extend flows into specialized tables.
INTEGRATION BROCHURE
Download the NetSuite–Salesforce Integration Brochure
Inside you’ll find:
- Integration Blueprint: Visualize end-to-end data mapping and flow behavior.
- Best Practices: Tips to shorten deployment and avoid configuration pitfalls.
- Security Overview: How encryption and certifications protect sensitive information.
- Customer Case Studies: Real companies using this connector to reduce errors and manual work.
How Does the Workflow Run End-to-End?
Account/Customer Creation
A new record in either system begins the sync process.
Contact & Product Flow
Related contacts and products map and move to the other side.
Quote Generation
A quote in CRM becomes an ERP estimate with corresponding details.
Order Creation
Converting estimates to orders sends back order context to CRM.
Invoice & Payment
Invoices and payments update CRM invoice records with statuses.
Notifications
Alerts highlight failures or key status changes for quick action.
INTEGRATION GUIDE
How Can You Get Started with APPSeCONNECT?
01
Pick Connectors
02
Map Fields
03
Deploy & Schedule
04
Monitor & Heal
05
Estimate Costs
The Integration Is Developer Friendly
Flexible APIs
Use supported interfaces on both systems for advanced requirements.
Reusable Logic
Save mappings and transformations for repeated use across flows.
Promotion Paths
Move configurations from sandbox to production with review steps.
Deep Visibility
Inspect logs and payloads when troubleshooting complex scenarios.
Extensible Patterns
Use guidance like the NetSuite Salesforce custom object mapping guide to unlock more objects.
Why APPSeCONNECT vs Other Platforms
| CAPABILITY | APPSECONNECT | WORKATO | MAKE | CELIGO |
|---|---|---|---|---|
| Packaging | Templates for NetSuite and Salesforce use cases | Recipes built per project | Scenarios assembled per flow | Packages for commerce and ERP |
| ERP + CRM depth | Built around account, quote, order and invoice flows | Broad automation coverage | Flexible cross-app routing | Strong commerce and back-office focus |
| Monitoring & alerting | Central logs, retries and alerts | Recipe monitoring tools | Scenario history and logs | Dashboards and replay queues |
| Customization approach | Low-code setup with deeper dev extensions | Heavier scripting for complex cases | Visual builder with modules | Visual builder plus connectors |
| Time-to-value | Fast for NetSuite and Salesforce deployments | Depends on recipe design | Depends on scenario complexity | Fast if templates fit requirements |
Troubleshooting Quicklist
Check Recent Changes
Confirm new mappings or settings were deployed correctly.
Validate Connectivity
Make sure API credentials and endpoints are still valid.
Review Logs
Look at errors and failed runs inside monitoring dashboards.
Test Sample Records
Compare a few accounts, quotes or invoices in both systems.
Retry After Fixes
Re-run affected items carefully to avoid duplicates or missed records.
INTELLIGENT DATA FLOW
How Do Intelligent Data Flows Boost Your ROI?
Visual ProcessFlow Designer
Build, test and adjust flows in clicks.
Event-Driven Triggers
Use webhooks and events for near real-time updates.
Batch & Parallel Processing
Handle high loads without performance drops.
Transform & Enrich
Clean, map and extend data as it moves.
Sync Flags
Only changed records sync to minimize load.
Alerts & Audit Logs
Emails and trails support compliance and reviews.
Streamlined Order-to-Cash Process
Quote Sync
CRM quote becomes ERP estimate with full line items.
Order Creation
Estimate turns into a sales order that syncs back for visibility.
Fulfillment & Tracking
Shipment details update CRM records for sales and service.
Invoicing & Payment
Invoices and payments reflect on both sides with up-to-date status.
One Platform, Endless Integrations
Central Dashboard
Scalable Architecture
Enterprise Security
Reusable Patterns
Shared Governance
Frequently Asked Questions
Ready to Transform Your NetSuite & Salesforce CRM Workflows Today?
Companies automating their business through APPSeCONNECT
Customer Success Stories
With APPSeCONNECT, Hernon achieved a zero business downtime and levaraged the power of a fully automated and integrated solution to ensure business growth.
Related Resources
Articles and Guides to Help You With Your Integration and Automation Journey
