Netsuite Salesforce Integration: This One Flow Changed Everything

When marketing and sales teams aren’t aligned, results suffer.

That’s exactly what was happening for one of our customers before they implemented Noca AI. Their marketing campaigns were run entirely in Salesforce, while orders and transactions were managed in NetSuite. The process looked clean on paper: generate leads, hand them off to sales, and close deals. But there was one major gap—there was not Netsuite Salesforce Integration.

The Problem: No Connection, No Attribution

Because there was no Netsuite Salesforce Integration, the team couldn’t tie marketing efforts to revenue. Sales reps were expected to manually update Salesforce after each sale in NetSuite—but that only happened about half the time.

This led to:

• No clear visibility into which channels drove revenue
• High volume of duplicate and triplicate accounts
• Missed or ignored leads
• Wasted time manually syncing systems

Without a single source of truth, marketing couldn’t optimize spend, and sales was flying blind.

The Noca AI Solution: Seamless, Automated, Scalable

With Noca’s no-code integration platform, the team built an intelligent flow that closed the loop between Salesforce and NetSuite.

Here’s how it works:

Step 1: Analyze Every Order in NetSuite

When a new order is placed in NetSuite, the flow checks Salesforce to determine:

• Is this an existing customer?
• Is there a matching lead generated from a marketing campaign?

Step 2: Choose the Right Path

Based on that info, the system follows one of four routes:

1. New Customer + Lead: Convert the lead and create an Opportunity with Sales Order details
2. New Customer (No Lead): Create a new Account and Opportunity
3. Existing Customer + New Lead: Convert the lead to a new Opportunity and link to the existing Customer
4. Existing Customer (No Lead): Create a new opportunity with order details under the Account

Step 3: Create Opportunity Products

Once the opportunity is created, the system pulls order line items from NetSuite and automatically creates opportunity products in Salesforce, ensuring every deal is tracked and valued correctly.

The Benefits of Netsuite Salesforce Integration

Since implementing Noca, the company experienced measurable gains:

• 100% sync between Salesforce and NetSuite
• 2x more accurate attribution data
• 80% fewer duplicate records
• 250 hours per week saved across the sales team
• 65% higher lead follow-up rate

The Outcome: From Guesswork to Growth

Today, the marketing team knows exactly which campaigns are worth investing in. Sales no longer wastes time chasing bad leads or updating systems.

Instead, both teams are aligned, efficient, and focused on results.

Why Noca?

With Noca, this Netsuite Salesforce Integration was built using simple, plain English—no code, no technical teams, no complexity.

The best part? It took just two days from start to finish, including setup, testing, and going live.

For fast-growing companies that need clarity and control without the usual integration hassle, Noca makes it easy to connect your systems and start seeing results—fast.