NetSuite and Salesforce Integration with Pandaflow

Your tech stack will grow as your business grows, and you must integrate data from a wide range of software products to gain insights. However, integrating data from different systems is hard. You need to get the data from multiple systems, scrub it, and figure out its structure to integrate it with the rest of your systems. Your team will spend more time on this than your growth strategy.

As the systems grow, data becomes siloed, stale, limited, and hard to access—an enterprise resource planning (ERP) system like Netsuite becomes the central repository for financial data, and CRM like Salesforce holds the Sales and Marketing data, pipelines, deals, etc. As a result, your team will only have a partial view of the data. Your finance teams will have the backend view, and your sales team will have the frontend view of the data. With that lag, your team will often have difficulty forecasting and planning. You can't afford to wait weeks to get the complete picture of your entire business. 

Introducing our most advanced NetSuite and Salesforce Integration with Pandaflow

If you are using  Salesforce to manage your sales pipeline and Netsuite to manage orders and billing, a workflow automation platform like Pandaflow can seamlessly sync all your critical data leading to timely ROI realization.

Salesforce users and sales reps will have real-time access to customer orders and billing information since data will be synchronized between the two systems. As a result, the order workflows and handoffs between sales, operations, and Finance teams: are seamless and instant. 

Eliminating manual business processes and helping automate your lead to cash workflow will lead to a smooth Rev Operation Process.

Benefits of Salesforce and NetSuite Integration with PandaFlow

 Let's look at some benefits you can expect when integrating NetSuite with Salesforce.

Syncing Accurate Data

 PandaFlow can help to keep data accurate and in sync between the two platforms. Having error-free data is vital for businesses because it ensures that the numbers being recorded are correct and can be trusted.

For example, if a customer places an order in NetSuite, the order information can automatically be sent to Salesforce systems to update the customer's account.This data transfer accuracy is crucial for companies because it helps ensure that the correct information is being recorded and that there are no discrepancies between the two systems for order management.

Improved Organization Productivity

PandaFlow can also help to improve productivity within a business. For example, many of the manual tasks associated with sales and finance can be automated and fully managed with PandaFlow.

For example, it's a best practice to use NetSuite as a system of record for product and pricing and Salesforce for product catalogs. With PandaFlow, the corresponding Salesforce product catalog will also be updated when a product price is updated in NetSuite. This helps to ensure that the sales teams always have the most up-to-date information about products and pricing. With this, employees no longer have to waste time doing manual tasks, and they can instead focus on more important things.

Complete Financial Visibility with Reports and Dashboards

One of the benefits of integrating Salesforce CRM and NetSuite API is that you gain complete financial visibility with reports and dashboards. With this integration, you can quickly see how your sales and finance teams perform and track your company's financial data in real-time.

You can easily see how your sales team performs compared to the budget and track which products sell the best. This information can help you make more informed decisions about allocating your resources to maximize sales.

Similarly, if you have sales data in the Salesforce platform and accounting and inventory data in NetSuite ERP, with PandaFlow real-time Integration, the company can create a report in Salesforce that shows total sales, total inventory, and total profit/loss for a given period.

This provides a holistic view of the company's financial health that would be difficult to achieve without integration.

Enhanced Customer Satisfaction

When all customer data is integrated and accessible in a single system, customer support agents can quickly find and provide the information customers need . Suppose a customer calls to ask about a product they ordered. The customer support representative can easily find the order/inventory information in CRM and provide the customer with the necessary details.  If the customer questions how to use the product, the representative can also access the instructions for that product from NetSuite ERP. This integrated system makes it easy for customer support to quickly find information and provide excellent customer service.There are endless benefits like real-time inventory monitoring, better decision-making, reduced cost, easier database management, etc.

NetSuite ERP and Salesforce CRM are two of the most popular business applications. While both have advantages, they can be even more powerful when used together. With PandaFlow, businesses can take advantage of the best of both worlds with seamless integration solutions between many applications.

Saving businesses time and money while improving customer satisfaction and gaining valuable insights into their underlying processes will be a huge advantage. In addition, you can use our pre-built workflows or simple drag-and-drop interface to configure workflows to handle the integration quickly.

Workflows supported between NetSuite and Salesforce.

Sync contacts from Salesforce to NetSuite

Sync Orders from Salesforce to NetSuite

Sync Accounts from Salesforce to NetSuite

Sync Contacts from Salesforce to NetSuite

Sync Items from NetSuite to Salesforce

Sync Opportunities from Salesforce as Sales Orders to NetSuite

Sync Sales Orders details from NetSuite to Salesforce

Sync Sales Order Status from NetSuite to Salesforce

Sync Sales Orders from NetSuite as Opportunities to Salesforce

Sync Item Fulfillments from NetSuite to Salesforce  

Frequently Asked Questions:

 Q1. Can I first try PandaFlow with NetSuite Salesforce Integration?

Yes, we offer a 30 days trial, so you can explore and try all the features our platform offers with no risk and no credit card required.

Q2. What type of data can be transferred between NetSuite and salesforce systems?

With PandaFlow Integration, you can transfer data such as contacts, leads, products, invoices, sales orders, and more.

Q3. How long does it take to set up the integration?

The time it takes to set up the integration depends on the complexity of your workflow. However, your platform is designed to be easy to use, so anyone can set up an integration without needing coding knowledge.

Q4. What are some of the business benefits of using PandaFlow for NetSuite and Salesforce integration?

The most common advantages are:

  • Data accuracy.
  • Improved productivity.
  • Better financial reporting.
  • Easy collaboration with other departments.
  • Better decision-making.
  • Quicker ROI realization.
  • Reduced cost.
  • Easier database management.

Q5. How much API knowledge and coding is required?

No API knowledge or coding is required. With PandaFlow, you must drag and drop the elements you want to use in your workflow. We also have a wide range of pre-built templates and built-in connectors that can be used to handle integration flows.

Q6. What types of integrations does PandaFlow support?

PandaFlow supports a wide range of integrations, including Salesforce-to-NetSuite, Shopify-to-Salesforce, Salesforce-to-QuickBooks, Zoom-to-Salesforce, and other marketing automation, including Azure AI, Twitter, Facebook Shops, and Webflow.

Q7. What are webhooks and workflows in PandaFlow?

Workflows are the basic building blocks of our platform – you can use them to get data from other services and pass it on to the next step in your workflow with our drag-and-drop interface.

Webhooks are a way to listen for events from other systems and trigger a workflow from that event.