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Streamlined data flow enhances efficiency, visibility, and customer experience.

Scalable Supported Netsuite Salesforce Integration

Seamless NetSuite Salesforce integration: Unify data, automate processes, enhance business insights

  • Streamlines operations by eliminating manual data entry and reducing errors.
  • Provides a 360-degree view of customers for improved decision-making and service.
  • Enhances reporting and analytics capabilities for better strategic planning.
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Solving Netsuite and Salesforce Integration For The Entire Team

Common Netsuite Salesforce Integration Scenarios Automation Process

Operations Team and End Users

Common Netsuite and Salesforce Integration Scenarios

- Lead to cash process automation
- Straight through sales order process from closed orders in Salesforce to Netsuite
- Bi-directional synchronization of customer account and contact information
- Real-time inventory visibility in Salesforce from Netsuite
- Access to customer financial data (invoices, payments, credit limits) in Salesforce
- Quote and pricing manamgnet
- Unified service and support with access to history and warranty
- Combined forecasting and analytics of sales pipeline data within financial performance information

 

Netsuite Salesforce integration architect solution use cases

Architect

How does this integrate your Netsuite and Salesforce Solutions?

Everything in Put It Forward is configuration-based, api focused so it's fast to deploy,  and you don't have to maintain code.

- Centralize process setup and configuration in the Process Orchestration tool
- Standardize process automation across multiple teams using different Salesforce instances
- Reduce technology change cost with managed no-code configuration integration
- Eliminate duplication of efforts with automated bi-directional or uni-directional updates
- Automate multi-step processes across Salesforce and Netsuite

Netsuite Salesforce integration leadership and executive sponsor

Leadership

What you can expect from deploying Netsuite and Salesforce process automation.

The teams' work process will be simplified and streamlined.

Solution Results and Outcomes:

- Increase operational capacity by getting everyone synchronized in the same process
- Improve decision quality with centralized activity reporting
- Netsuite or Salesforce or Put It Forward
- Reduce license costs and save time by eliminating double system entry
- Reduce IT costs with a managed and supported solution
- Gain independence from blacked-out vendor integration connectors

Netsuite and Salesforce Integration Demo Tour - It's a Bit Geeky

Who's This Video For?

  • Anyone who wants to see how the Salesforce Netsuite integration is set up
  • Teams and users who want to take control
  • The architect who needs to see how the connection is created and maintained
  • Leadership who needs to understand the level of effort

Leading Analysts IDC on Put It Forward

IDC Put It Forward Business Automation Platform Analysis

Next-generation intelligent automation platform.

How process, integration, and insight work seamlessly to unlock enterprise scale.

Subscriber Report

Netsuite and Salesforce Integration Options

Better than a bakers dozen of what really matters when you cut through the options for long term alignment.
CapabilityPut It ForwardCode ToolsRPAVendor ConnectorBulk File Transfer

Bi-Directional Integration Connector

Yes

No

No

No

No

No Code Solution

Yes

No

Maybe

Limited

No

One to Many Customer and Account Mapping

Yes

Not directly

No

No

No

Netsuite custom object support

Yes

Build

3rd party required

No

No

Implementation support

Yes

Self funded

Self funded

Self funded

Self funded

Cross System Process Automation and Orchestration

Yes

Limited

Limited

No

No

AI Agents

Yes

No

No

No

No

Process Mining

Yes

No

No

No

No

Custom Business Rules

Yes

Limited

Limited

No

No

Data Transformations

Yes

Build

No

No

Limited

Full API Access and Support

Yes

Yes

No

No

N/A

Error Capture and Correction

Yes

No

No

No

No

Integration Reporting, Analytics and Alerts

Yes

Limited

N/A

Limited

No

Consolidated Reporting and Analytics

Yes

No

No

No

No

Vendor Roadmap Alignment

Yes

No

No

No

No

What Others Say About Put It Forward

David Hrynk

Director of Program Management

“Having our global teams all working from the same page is critical to our success. Put It Forward exceeded way beyond where others died.”

Uma Asthana

Director of Operations and Technology

“What you just did for our teams' productivity and how we work was magic - you guys are rock stars, I’m truly blown away”

Udo Waibel

CTO

“Put It Forward takes us where no others could - we struggled for years with an enterprise data story - this solved it across the board”

Sarika Saoji

Marketing Platform Technologist

“For me when our internal teams tried to replicate the Put It Forward technology that was when the pin dropped … these are really smart people”

Check Out Some Case Studies

Use What You Need - Let's Take a Look at the Solution Modules

The Put It Forward Intelligent Automation Platform is componentized so you only need to use what you need.

Simplified Salesforce Netsuite Integration

Many people struggle with Netsuite integration because of its robust API.  Use the Integration Designer visual, drag-and-drop interface to quickly create a practical Netsuite integration with Salesforce.

  • Complete bi-directional integration that allows data flow in both directions

  • Real-time to bulk integration that meets your process flow needs

  • Improve efficiencies and minimize IT costs with 24/7 support

  • Centrally manage exceptions, notifications, and errors.

  • Integrated data security and governance

Netsuite Salesforce Integration Designer by Put IT Forward
Servicenow Workday Integration Realtime

Integration Frequency Selection

Choose the frequency you want the Salesforce integration to run with Netsuite.

  • Automated integrations can run at the frequency of your choice and in parallel to each other

  • Bi-directional integrations can run at different speeds

  • Schedule an integration to run sometime in the future or also start in the past to catch up on data after a change.

Create End-to-End Process Automation Steps

Go beyond Netsuite Salesforce integration with the Process Designer to create automation processes and workflows that work how you want them to.

  • Efficiently orchestrate multi-step automation that streamlines various operations across Netsuite and Salesforce processes.

  • Trigger events, notifications, and actions within Netsuite and Salesforce

  • Scale process automation with AI-powered decision-making with intelligence embedded directly into the step functions

Netsuite Salesforce Process Automation Designer by Put IT Forward
Netsuite Salesforce Process Mining and Optimization by Put It Forward

Process Mining: Bridging Salesforce and Netsuite for Workflow Improvement

Process mining helps connect Salesforce and Netsuite systems better. It shows how work flows between them and finds ways to make things faster. This tool gives managers a clear view of what's happening in both systems at once.

  • Sees problems across different parts of the business

  • Connects easily with existing data through the connectors and process orchestration layer

  • Helps identify issues to quickly fix and improve

  • Continuously improves how work is done over time

AI Boosts Salesforce and Netsuite Integration

Predictive analytics forecasts trends using past data, enabling smarter business decisions. Put It Forward's Delphi component helps companies find customers, improve retention, and spot trends without technical expertise.

Here's how AI and Agentic AI help with Salesforce and Netsuite integration:

  • AI connects data from both systems, giving a clear overview of company operations

  • Agentic AI suggests actions based on data patterns, helping managers make quicker decisions

  • These tools predict potential issues potential customer churn

  • AI automates routine tasks, allowing employees to focus on more important work
Netsuite Salesforce AI Agents and Predictive Analytics

What A Successful Project Looks Like - Let's Be Pragmatic!

We all do projects; a Netsuite and Salesforce integration or automation can be simple, easy, or deep.

How can we de-risk the project and how long is it going to take?

How long depends on level of complexity and you can expect an implementation to take between 3-5 days of effort over 14-60 days with all factors considered.

Put It Forward Project Management Plan

Netsuite Salesforce Integration Implementation Options

Project implementation will come down to the chosen solution path. 

What Needs to DonePut It ForwardIn House Dev Team (Build)3rd Party System Integrator (Build)System vendor team (Connector)

All in one package of supported tools

Yes

No

No

No

Best Practices Methodology

Yes

Internal method

TBD

Limited

Fixed Price

Yes

No

No

N/A

Complete Delivery Team

Yes

Likely

Augmentation

N/A 

Make Changes to the Platform?

Yes

Limited

Limited

No

Team Up With In House Resources

Yes

Yes

Limited

Limited

Post Go Live Support

Yes

Limited

SoW Driven

No

ROI Matters On Every Project

We help you define baseline metrics at the start of every project.  Following are some that others have achieved.

Time and Cost Savings Icon

70% Cost Savings

On the time for integration development using the PIF solution over building with developer tools to connect, orchestrate, and monitor a multi-system modernization project.

3 Month ROI Icon

3 Month ROI

For an insight-driven abandoned shopping cart scenario that uses best-of-breed solutions to drive a superior customer experience across the end-to-end system landscape.

RPA Automation FP&A Icon

150 Hours/Month

Savings on a single automated FP&A analytics process within a fast-paced distributed organization using best-of-breed solutions, all with no code and zero IT overhead.

The ROI calculators below are a fun and easy way to start getting a sense of the ROI that you'll achieve with Put It Forward.  This gets tightened up during initial analysis so you can establish ongoing KPI's and OKR's.

ROI Calculators

Put It Forward Netsuite Salesforce Integration Resources

How to Boost Lead to Cash Process

This article is a how to on boosting the lead to cash sales and revenue process using Netsuite.

More Info

Netsuite Integration Infosheet

When you need a simple one pager to break it down to see exactly what you're going to get with no-code Netsuite integration.

More Info

Revenue Operations IT Playbook

This playbook gives you the blueprints of how others have succeeded with Put It Forward.

More Info

FAQs about Netsuite Salesforce Integration

What is bi-directional Netsuite Salesforce integration?

Bi-directional Netsuite Salesforce Integration is the synchronization of processes across the two different datasets and systems. This allows them to act in continuity with one another while maintaining their distinct processes within their respective system.

Bi-directional Netsuite Salesforce integration allows you to sync tasks, events, data objects and processes such as orders, inventory, financials, status and pricing. This provides a great advantage in keeping your workflow running smoothly. 

Netsuite and Salesforce Integration by Put It Forward makes it quick to adjust the fields to sync, how they map, and conditions for when to trigger the synchronization process.

How Salesforce Integration with Netsuite works?

Saleforce Netsuite integration allows you to do a data load, synchronize across systems, export, add data quality checks or govern your data. There are three easy steps to start with it:

1. Point the pre-built Salesforce or Netsuite connectors from Put it Forward or use your own connector to automatically integrate the source and destination.

2. Click on the data services or add any business rules or transformations to the integration.

3. Get the data flowing between the source and destination by selecting the integration interval and activating it.

How are Netsuite custom objects and data integrated?

Custom objects and data elements are supported via the Put It Forward Integration Designer.  As long as the data is exposed via the api it can be integrated through Put It Forward.  This includes events, triggers, data elements and custom business logic as well.

Why Use Netsuite Salesforce Integration?

Here are common scenarios you would need Netsuite Salesforce Integration for:

  1. Bi-directional customer and order specific process flows such as invoice creation, order placement and pricing information.
  2. Unified sales and revenue reporting.
  3. Automate key processes such as order to cash.
  4. Workflow and process improvement to eliminate manual or duplicate functions in each system.
  5. Integrated reporting and centralized analytics in each system and track time, costs and revenue associated with sales opportunities.
  6. Reduce the cost of integration and effort to implement a custom integration solution without having to write code.
  7. Reduce maintenance costs with connectors that are up to date and self documented process flows.
What is business rule integration for Salesforce and Netsuite Processes?

This integration provides business rule-based sync of data. Business rules are guidelines or restrictions about business behavior. For example, Salesforce and Netsuite integration empowers users to decide which events will trigger which actions and which data should be flowing between these two systems. This solution allows you to use business logic without developer assistance and without a need for an additional tool.

What is the Salesforce Netsuite integration frequency?

Salesforce Netsuite integration frequency is a feature that enables users to decide how often data updates. Users can invoke data sync in real-time, just in time event triggers, or in batch cycles.

What is the business value of the Netsuite Salesforce connector?

Netsuite Salesforce integration helps you reduce duplication of license costs in each system, save time on manual data updating, increases data quality and reduces the time and expense burden of specialized IT resources.

Where can I find more info on Netsuite integration?

If you're looking for more information on Netsuite  integration you can refer to the Netsuite  integration solution page.