NetSuite & Salesforce CRM Integration
- Automate
- Sync
- Grow
What Is NetSuite and Salesforce CRM Integration?
NetSuite & Salesforce CRM integration connects your ERP and CRM to automate the sync of accounts, contacts, quotes, orders, invoices, and payments. With APPSeCONNECT, this happens in real time using low-code automation and secure RESTlet-based APIs.
NetSuite and Salesforce CRM Integration simplified with APPSeCONNECT’s advanced iPaaS. The connector automates account, contact, order, and invoice sync, so you stop manual exports, prevent errors, and keep your teams aligned.
Key Benefits
APPSeCONNECT links your ERP and CRM without coding headaches
Bi-Directional Account Sync
New customers in NetSuite become Accounts in Salesforce and vice versa.
Contact Hierarchy
Multiple contacts per account flow both ways, preserving relationship structures.
Price Level Mapping
NetSuite price levels sync into Salesforce Price Books for accurate quoting.
Order & Invoice Flow
Orders, quotes, invoices, and payments travel automatically between systems.
Custom Field Support
Sync any extra fields or objects via RESTlets, no data left behind.
Enterprise Security
AES-256/TLS encryption and ISO 27001 compliance for safe data exchange.
Error Recovery
Auto retries, email alerts, and a Sync Info dashboard help you fix glitches fast.
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
Popular Salesforce Integrations
+
+
+
+
B2B AUTOMATION
How Does NetSuite Sync with Salesforce CRM?
Imagine creating a quote in Salesforce and having that estimate instantly appear in NetSuite. Then turning that into an order and tracking payments without any manual steps.
- Account/Customer Sync: Names, addresses, custom fields, and price levels map to keep records aligned.
- Contact Sync: All contacts under an account move both ways, ensuring accurate assignments.
- Price Books & Levels: NetSuite price levels become Salesforce Price Book entries in one direction.
What You Get
What Features Come with Our NetSuite–Salesforce Connector?
Our pre-built template handles every core use case out of the box.
Account & Customer Sync
Auto-create and update Accounts in Salesforce and Customers in NetSuite.
Contact Management
Multi-contact support with accurate role and address mapping
Item & Product Sync
NetSuite items flow into Salesforce as Products, with inactive flags respected.
Quote & Estimate Integration
Salesforce Quotes sync to NetSuite Estimates with line items and expiry.
Order Automation
NetSuite orders post back to Salesforce as Sales Orders, linked to the original quote.
Invoice & Payment Sync
NetSuite Invoices and Payments map to Salesforce custom Invoice objects.
Custom Object Handling
Extend sync to any RESTlet-exposed NetSuite object or Salesforce custom object.
Endpoints for NetSuite–Salesforce Integration
| 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. |
INTEGRATION BROCHURE
Download the NetSuite–Salesforce Integration Brochure
Get the complete playbook, data flow diagrams, setup steps, and customer success stories.
Inside you’ll find:
- Integration Blueprint: Visualize end-to-end data mapping.
- Best Practices: Tips to speed deployment and avoid pitfalls.
- Security Overview: How AES-256/TLS and ISO 27001 protect your data.
- Customer Case Studies: Real wins from businesses like yours.
How Does the Workflow Run End-to-End?
Follow your data from CRM to ERP and back, fully automated:
Account/Customer Creation
New record in CRM or ERP triggers sync.
Contact & Product Flow
Related contacts and products map and transfer.
Quote Generation
Salesforce Quote posts as NetSuite Estimate.
Order Creation
Turning Estimate into Order syncs back to Salesforce.
Invoice & Payment
NetSuite Invoice and Payments update Salesforce Invoice object.
Notifications
Email alerts fire for failures or key status changes.
INTEGRATION GUIDE
How Can You Get Started with APPSeCONNECT?
Go live in days, not months – no heavy coding required.
01
Pick Connectors
Select NetSuite ERP and Salesforce CRM.
02
Map Fields
Drag and drop your key fields in the ProcessFlow Designer.
03
Deploy & Schedule
Enable real-time triggers or set batch intervals.
04
Monitor & Heal
Use Sync Info to catch and retry failures.
| Feature | APPSECONNECT | Celigo | Zapier | Boomi |
|---|---|---|---|---|
| Bi-Directional Sync | ✅ | ✅ | ❌ | ✅ |
| RESTlet + Custom Object Support | ✅ | ❌ | ❌ | ✅ |
| Real-Time + Batch Sync Modes | ✅ | ✅ | ❌ | ✅ |
| Low-Code Integration Builder | ✅ | ✅ | ✅ | ❌ |
| Built-In Alerts & Auto-Retry | ✅ | ❌ | ❌ | ✅ |
| FBA/FBM Support (eCommerce) | ✅ | ❌ | ❌ | ✅ |
INTELLIGENT DATA FLOW
How Do Intelligent Data Flows Boost Your ROI?
Our platform doesn’t just move data, it orchestrates and self-heals.
Visual ProcessFlow Designer
Visual ProcessFlow Designer: Build, test, and adjust flows in clicks.
Event-Driven Triggers
Near-real-time sync via webhooks and API events.
Batch & Parallel Processing
Handle peak loads without slowdown.
Transform & Enrich
Clean, map, and extend data on the fly.
Sync Flags
Only changed records sync for max efficiency.
Alerts & Audit Logs
Instant emails and full-compliance trails.
Streamlined Order-to-Cash Process
Quote Sync
Salesforce Quote becomes a NetSuite Estimate.
Order Creation
Estimate turns into a NetSuite Sales Order and syncs back.
Fulfillment & Tracking
Shipment info updates in Salesforce.
Invoicing & Payment
Invoice and payment status update in both systems.
One Platform, Endless Integrations
Unify NetSuite, Salesforce, and all your apps in one console.
Central Dashboard
Manage every integration from one spot.
Scalable Architecture
Add new systems without rewriting flows.
Enterprise Security
Enforce AES-256/TLS and compliance across all data.
Frequently Asked Questions
Yes, Salesforce offers robust APIs and APPSeCONNECT connectors for any ERP, eCommerce, or POS system.
They overlap in CRM, but NetSuite is primarily an ERP, while Salesforce focuses on sales and service.
Use RESTlets or custom mappings in the ProcessFlow Designer to include any extra fields.
No, our low-code designer lets non-developers configure and run integrations.
All communication uses AES-256 encryption and TLS. We’re ISO 27001 certified.
Yes, you can backfill data with scheduled or manual sync modes in the platform.
Failures log in Sync Info. You can auto-retry or manually resync individual records.
Ready to Take the Plunge? Unify Your Netsuite and Salesforce Today
Eliminate manual tasks and data silos, partner with APPSeCONNECT for a strategic, scalable integration that grows with you.
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
