Integrating sub-customer activities into parent customer profiles: Step 1: Creating a Custom CRM Field First, we need to create a custom CRM field in the activity records to store the parent customer information. Field Setup: Create a new custom field, designating it to identify the parent customer. Field Type: Set the field type as List/Record.… Continue reading Managing Sub-Customer Activities within Parent Customer Profiles in NetSuite
Tag: phone call record
Hubspot integration of activities
Integrating phone calls, emails, and notes from Hubspot to Netsuite. Details: Initiate an integration with OAuth 2.0: to do the initial authentication and to get the redirect url for creating refresh token Example Authorization URL: Sending a user to this URL will ask the user to approve access to contacts and workflows: https://app.hubspot.com/oauth/authorize?client_id=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx&scope=contacts%20automation&redirect_uri=https://www.example.com/ If they… Continue reading Hubspot integration of activities
Set organizer in a Phone call
Open phone call popup with pre-filled data