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NetSuite – Salesforce Integration

Seamlessly integrate NetSuite and Salesforce with Celigo, NetSuite’s #1 partner for over a decade. Automate processes and get real-time visibility into back-office order, fulfilment, and finance operations.

See it in Action
4.6 / 5 on G2 · 700+ reviews
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Company Company Company
7,500
Customers
Company Company Company
Siloed Systems
The Challenge

Siloed Systems

Systems like Salesforce and NetSuite are essential to your business, however they often operate in silos, leading to inefficiencies such as:

  • Fragmented processes:
    Sales and finance teams rely on separate tools, causing delays and miscommunication.
  • Manual data entry:
    Without integration, data must be reentered manually across systems, increasing the risk of errors.
  • Lack of real-time insights:
    Teams don’t have a unified view of customer and transaction data, hindering decision-making.
Unlock Business Value
The Opportunity

Unlock Business Value

Integrating Salesforce and NetSuite allows you to automatically sync key data like customers, orders, quotes, invoices, inventory, and products or items between systems, creating a seamless flow of information and delivering value for your business.

  • Streamlined quote management: Automate the transfer of quotes from Salesforce to NetSuite, simplifying the creation of sales orders and invoices.
  • Accurate revenue recognition: Synchronize data to ensure financial reports are reliable and compliant with accounting standards.
  • Customer data synchronization: Keep customer records up to date across both platforms, while eliminating duplication and ensuring consistent communication.

#1 on G2 for iPaaS

Based on 700+ verified reviews

G2 Badge Top 100 Software Products
G2 Badge Grid Leader Enterprise
G2 Badge Best Results Mid-Market

Demo the Salesforce – NetSuite Connector

See how to automatically sync data between the two systems, removing the need for manual entry.

  • Sync Salesforce opportunities to NetSuite sales orders or projects
  • Update Salesforce accounts, NetSuite customers, and contacts between both applications
  • View invoices, payment, deposits, cash sales, refunds, and other NetSuite transactions directly in Salesforce
  • Create and update a custom Salesforce fulfillment record whenever a sales order is fulfilled in NetSuite
  • Manage items and products in NetSuite or Salesforce, automatically pushing updates to the other application
  • Support for OneWorld, Contract Renewals, Multi-Subsidiary, SuiteBilling, and Multi-Currency

See it in Action

"We've gone from a department of saying 'no' to a department of saying, 'I know we can'."
Eric Leung
Director of Enterprise Applications @ Outdoor Research