NetSuite SalesForce Connector | Managed CRM Integration Service
Pre-Built SalesForce NetSuite Integration Flows
eMerge’s NetSuite to SalesForce Integration comes with up to 12 Pre-Built popular Automation flows. eMerge can easily tweak current flows and add new flows based on your unique needs.
with your NetSuite back-office
Bi-Directional Account & Customer Sync
Keep your sales and accounting teams perfectly aligned by ensuring every account update in Salesforce reflects instantly in your NetSuite customer records. This automated bridge builds a unified foundation of data that removes confusion and makes sure your clients always receive a consistent experience across every single department.
Opportunity to NetSuite Sales Order Conversion
Accelerate your revenue cycle by watching won Salesforce opportunities transform into executable NetSuite sales orders without any manual effort. This rapid conversion process removes the risk of human error and allows your fulfillment team to start processing orders the second they close.
Contact & Lead Role Synchronization
Maintain crystal clear communication channels by automating the movement of contact details and lead roles across your entire tech stack. Our system keeps your database perfectly organized so your marketing campaigns and sales outreach efforts are always hitting the right targets with the right message at the right time.
Sales Order & Invoice History
Provide your account managers with a comprehensive history of every customer transaction without forcing them to switch between different software platforms. By pulling invoice details and order statuses from NetSuite into Salesforce, you give your team the context they need to have more meaningful and profitable conversations.
Item & Price Level Sync
Give your sales representatives a massive competitive advantage by putting real time inventory and pricing data right inside their Salesforce interface. When your team can see exactly what is in stock and apply correct price levels instantly, they can close deals with total confidence and zero delays.
Payment Status & Balance Updates
Improve your cash flow and credit management by syncing payment status and outstanding balances directly into your primary CRM records. When your sales reps can see the financial health of an account at a glance, they can make better choices about deal terms and help your business maintain a healthy bottom line.
Quote to NetSuite Estimate Conversion
Streamline your quoting process by converting Salesforce quotes into NetSuite estimates with a single click or automated trigger. This workflow ensures that your finance team has full visibility into the sales pipeline and can begin reviewing complex deal structures or tax requirements long before the final contract is signed.
Support Case & Ticket Synchronization
Bridge the gap between your service team and your account managers by syncing Salesforce cases with NetSuite support records. This integration ensures that everyone who interacts with a customer knows exactly what issues are being resolved, which leads to a more professional and coordinated support experience for your valued clients.
Refund & Credit Memo Visibility
Keep your customer service and sales teams informed about the post purchase experience by syncing NetSuite refunds and credit memos back to Salesforce. Having this data available in the CRM ensures that your team is never blindsided by a return during a follow up call and can address issues proactively.
Inventory Levels Sync
Ensure your sales team never overpromises by syncing real time inventory levels from multiple NetSuite locations directly into Salesforce. This visibility allows your reps to see exactly where stock is available and provide accurate shipping estimates to customers, which builds long term trust and reduces the risk of backorders.
Tax & Shipping Calculation
Eliminate pricing discrepancies by syncing real time tax and shipping calculations from NetSuite back into your Salesforce quotes and opportunities. This ensures that the final total your customer sees in the CRM is identical to the one generated by your accounting system.
Custom Record & Field Mapping
Extend the power of your integration by syncing unique custom objects and fields tailored to your specific industry requirements. Whether you are tracking specialized project milestones or industry specific certifications, our connector ensures that your unique data moves seamlessly between Salesforce and NetSuite without any loss of detail.
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Why Choose eMerge's SalesForce to NetSuite Integration?
Month-to-Month Pricing
No annual terms. If you decide to cancel the subscription after a month, simply let us know and you won't see another charge.
Free Support
All eMerge connector subscriptions come with 2 Free hours of support every month.
Fully Managed Service
eMerge handles setup, adjustment, maintenance, support, and error-handling. No IT skills are required.
Why Use a SalesForce NetSuite Integration?
Speed
Velocity is the ultimate secret weapon for modern businesses looking to grow and scale. Our NetSuite SalesForce automation removes the slow administrative hurdles that keep your teams from reaching their goals. Information travels instantly between systems, allowing you to ship products faster, collect payments sooner, and outpace every single competitor today.
Intelligence
Make smarter decisions by seeing the big picture of your customer relationships more clearly. When you combine the power of Salesforce with the depth of NetSuite, you unlock insights that were previously hidden. This shared intelligence allows your leadership team to plan with certainty and drive your revenue higher.
Accuracy
You deserve a business that runs on perfect data every single day of the year. By automating the link between Salesforce and NetSuite, you protect your company from the expensive mistakes of manual entry. This reliability builds trust within your team and ensures your financial reports are always ready.
Scalability
Build a future that has no limits with a connector that grows as fast as you do. Our NetSuite Connector for Sales Force is engineered to handle massive volumes of data and complex workflows without breaking a sweat. You can focus on expanding your reach and launching new products while we handle all the details.
NetSuite to SalesForce Integration FAQ
Yes, our integration is built for maximum flexibility and can map any custom field or unique object you have created. We ensure that your specific business processes are fully supported by the data flow without requiring your team to change the way they already love to work every single day.
Our architecture is highly optimized to minimize the number of API calls required for each synchronization task. By using efficient data packets and intelligent triggers, we ensure that your Salesforce instance stays well within its daily limits while maintaining the real time updates your fast moving business requires.
We always recommend starting in a development environment to ensure every workflow is perfect before it hits your production system. Our team will help you configure and test the entire integration in your staging area so the final move to production is flawless and does not disrupt users.
Our connector is fully capable of handling complex multi-subsidiary environments and can route data to the correct legal entities within NetSuite based on your Salesforce rules. This ensures your global operations remain organized and your financial reporting stays accurate across every region where you do business.
You get two hours of expert support every month at no extra cost to ensure your bridge stays operational and optimized. If your needs grow as you scale, we offer additional support packages designed to meet the specific technical requirements of your expanding and highly successful global business operations.
We prioritize your uptime with a two hour response time for critical system down issues available around the clock. For standard inquiries or minor adjustments, our team responds within the same or next business day to keep your data flowing and your entire team productive and focused on winning.
Your license covers everything needed for long term success, including automatic API updates and proactive monitoring. We also perform annual architecture reviews to ensure your integration continues to perform at the highest level possible as both software platforms release their newest versions and features to the public.
There is no limit to the number of connectors you can deploy within your business ecosystem. Each integration runs in its own dedicated and independent environment, which prevents any cross contamination and ensures that every sync process remains fast, stable, and completely secure for your sensitive corporate data.
We offer flexible monthly terms that allow you to maintain total control over your software spend. You are free to cancel your subscription at any time before the start of the next billing cycle to stop further charges without being locked into any long term or restrictive contracts.
Our pricing model is straightforward and transparent, consisting of a one time setup fee followed by a simple monthly subscription. This ensures you know exactly what your investment will be from the very start without any hidden surprises, per user fees, or complex and confusing billing structures.
You do not need to hire an internal developer or IT specialist to manage this connection. We provide a fully managed white glove service, handling every aspect of the setup, maintenance, and support so your team can focus on their primary roles and driving growth for your company.
We utilize a management by exception philosophy that keeps you informed without cluttering your daily workflow. You only receive email alerts when critical errors occur that require attention, so you do not have to waste any time checking dashboards for a system that is running perfectly well.