Unify Your CRM and ERP for Smarter, Faster Business Operations

At InfraNext, we help businesses integrate Salesforce with NetSuite to eliminate data silos, streamline processes, and provide teams with a single source of truth. Whether you’re managing leads in Salesforce or financials in NetSuite, our integration solutions ensure seamless data flow — empowering sales, finance, and operations to work as one.

Why Integrate Salesforce with NetSuite?

Managing customers in Salesforce and backend operations in NetSuite separately often creates:

• Duplicate data entry across teams.
• Poor visibility into the customer lifecycle.
• Slow, manual workflows that reduce productivity.

InfraNext’s Salesforce–NetSuite integration solves these challenges by:

• Syncing Leads, Accounts & Opportunities: Automatically update customer data across both systems.
• Streamlining Quote-to-Cash Processes: Push opportunities and quotes from Salesforce directly into NetSuite for order management and invoicing.
• Unifying Customer Data: Give sales teams visibility into financials and order history without leaving Salesforce.
• Enhancing Reporting & Forecasting: Leverage combined CRM and ERP data for accurate insights.

Tools & Methods We Use for Salesforce–NetSuite Integration

1. Salesforce REST & SOAP APIs

We use Salesforce’s REST and SOAP APIs to securely exchange data for:

• Accounts, Contacts, and Leads
• Opportunities, Quotes, and Orders
• Custom Objects & Fields to meet specific business needs.

2. NetSuite SuiteTalk & RESTlets

Through NetSuite SuiteTalk (SOAP/REST) and custom RESTlets, we enable:

• Automated order creation when opportunities close in Salesforce.
• Two-way sync of customer, product, and financial data.
• Custom triggers for business-critical workflows.

3. Middleware Platforms

For rapid deployment or complex data orchestration, we use leading iPaaS solutions, including:

• Celigo (popular pre-built Salesforce–NetSuite connectors).
• Dell Boomi (for enterprise-level integrations).
• MuleSoft (for large-scale, API-driven architecture).

4. Custom SuiteScript & Apex Development

For highly tailored workflows, InfraNext develops:

• SuiteScripts in NetSuite to automate ERP-side tasks.
• Apex code in Salesforce for advanced customization and triggers.

InfraNext’s Salesforce & NetSuite Integration Services

Data Synchronization

Two-way syncing for accounts, opportunities, quotes, products, and invoices between Salesforce and NetSuite.

Quote-to-Cash Automation

Seamlessly push Salesforce quotes and closed deals into NetSuite for invoicing, fulfillment, and revenue recognition.

Custom Workflows

From territory-specific data mapping to automated approvals, InfraNext builds workflows tailored to your unique sales and finance processes.

Advanced Reporting & Analytics

Leverage unified CRM and ERP data for real-time dashboards and better forecasting.

Benefits of Salesforce–NetSuite Integration with InfraNext

• Eliminate Manual Work: Automate lead, quote, and order handoffs between sales and operations.
• Improve Sales Efficiency: Give your sales team access to financial and fulfillment data within Salesforce.
• Enhance Customer Experience: Provide faster responses with unified data across departments.
• Scale Confidently: Build a robust, secure, and flexible integration to support growth.

Why Choose InfraNext?

• Deep Expertise: Certified specialists in both Salesforce and NetSuite.
• Customizable Integrations: We design solutions for your exact business workflows.
• Secure & Compliant: API-based integrations with encrypted data transfers.
• End-to-End Support: From discovery and design to implementation and ongoing optimization.

Let InfraNext Connect Your Salesforce & NetSuite

Ready to create a seamless CRM and ERP ecosystem? InfraNext will help you integrate Salesforce and NetSuite to boost productivity, improve customer insights, and accelerate revenue growth.

Contact US to schedule a consultation and get started.