Salesforce + NetSuite integration

Connect Salesforce + NetSuite

Automate workflows between Salesforce and NetSuite, with full CRUD and every action logged.

  • ✓Reads your org's live schema, custom objects and fields included
  • ✓Full CRUD on NetSuite records, custom fields included
  • ✓A person approves sensitive writes before they hit your CRM
  • ✓Works with Claude, ChatGPT and Cursor over MCP, or code and no-code
Book a demoSee it on a Salesforce sandbox.
Example governed call · Salesforce
Agent askssalesforce.opportunity.update
In its toolsetallowed for this agent
Rule holds itdiscount over 20%
Sales ops approvessees old and new value
Salesforce updatedwritten to the audit log
AUDIT
agent claude · revops
opportunity 006Qy00000Lk2xR
discount 12% → 24%
approver sales-ops · done 09:47:16
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What teams run on Salesforce + NetSuite

Order to cash

Closed-won deals flow from Salesforce into NetSuite as orders and invoices, with approvals on anything unusual.

Sales intelligence

Agents enrich accounts, update opportunities and log activity, scoped to the objects you allow.

Support and service

Agents read cases and customer history across CRM and ERP to resolve tickets faster, with every call logged.

See Salesforce and NetSuite connected

30 minutes, on a sandbox, with your custom objects.

Book a demo