Prebuilt integration to automate lead to cash processes and more between NetSuite and Salesforce

• Comprehensive flows out-of-the-box: Automate lead-to-cash across sales, order management, finance, and much more
• Self-service with low maintenance: Built for both IT & end-users, the Celigo standalone application lets sales teams stay in Salesforce, while finance stays in NetSuite
• Intuitive setup without coding: Intuitive design that guides you through the process of setting up the integrations, without worrying about APIs or code
• Customizable and expandable: Data integration flows can be customized and expanded with Celigo’s iPaaS, without requiring technical resources

“Celigo’s Salesforce – Netsuite Integration App has been a great investment for us. It’s eliminated the need for double data entry, while being robust and configurable so we can make changes as our needs change. It was also way simpler to implement than a custom integration.”- Chris Charles, VP Operations and Client Management, Adinstruments

What is an Integration App?

Many other vendors offer recipes and accelerators that help connect different applications. However, only Celigo offers Integration Apps.

Integration Apps are complete, standalone SaaS applications that connect two applications. They are built on an iPaaS, which allows for a level of robustness and customization not possible with direct connections

Advanced Capabilities

• Opportunities and Sales Orders: Sync Salesforce Opportunities to NetSuite Sales Orders or Projects, with option to sync NetSuite Sales Orders to Salesforce Orders or Opportunities
• Order Fulfillment: When a Sales Order is fulfilled in NetSuite, a custom Salesforce Fulfillment record is created and updated
• Items and Products: Manage Items and Products in either NetSuite or Salesforce, with automatic updates to the other application
• E-Signature: Sync Salesforce documents electronically signed with EchoSign or DocuSign in NetSuite based on document status
• Accounts, Customers, Contacts: Update Salesforce Accounts, NetSuite Customers, and Contacts between both applications using conditional rules
• Customer Financials: Let Salesforce users view Invoices, Payment, Deposits, Cash Sales, Refunds and other NetSuite transactions directly in Salesforce.
• NetSuite Capabilities: Supports NetSuite OneWorld, Contract Renewals, Multi-Subsidiary, SuiteBilling*, Multi-Currency, and more
• Faster Revenue Recognition: Real-time visibility into quotes and bookings

*requires Celigo’s SuiteBilling add-on

Built on a Modern iPaaS Platform

Fast, Scalable, Flexible

Celigo Integration Apps are built on Integrator.io, the intuitive and powerful integration platform that allows you to quickly integrate NetSuite with most apps.

Contact Us for more information on Celigo Integration App for NetSuite and Salesforce for your Business.