Sync newly created leads across CRM platforms
When a new lead is captured in Salesforce, automatically create or update the matching contact in NetSuite to keep records synchronized.
See all Salesforce + NetSuite integrations or talk to a human
Opens Claude with Knit filled in: click Continue. Claude web and desktop share one connector list. Or paste this link in Settings > Connectors > Add custom connector.
curl -fsSL https://raw.githubusercontent.com/knitapi/knit-plugin/main/plugins/knit/skills/knit/scripts/install.sh | bash -s -- --agents claude
Run in your own terminal, then restart Claude Code. Adds the server, the Knit skill and a CLAUDE.md note.
Turn on developer mode, then create a connector named Knit with this link and No Auth.
curl -fsSL https://raw.githubusercontent.com/knitapi/knit-plugin/main/plugins/knit/skills/knit/scripts/install.sh | bash -s -- --agents codex
Run in your own terminal (not through Codex), then start a new Codex session.
curl -fsSL https://raw.githubusercontent.com/knitapi/knit-plugin/main/plugins/knit/skills/knit/scripts/install.sh | bash -s -- --agents antigravity
Run in your own terminal, then reload MCP servers (/mcp in the CLI, refresh in the IDE).
curl -fsSL https://raw.githubusercontent.com/knitapi/knit-plugin/main/plugins/knit/skills/knit/scripts/install.sh | bash -s -- --agents cursor
Run in your own terminal, restart Cursor, then paste the note it prints into User Rules.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Salesforce Explore Salesforce →
TriggersFires when a new contact or lead is added to Salesforce.
Fires when a field on a contact changes in Salesforce.
Fires when a deal, case or record moves to a new stage in Salesforce.
Fires when a deal is marked won in Salesforce.
Creates or updates a contact in Salesforce.
Creates a new deal in Salesforce.
Moves a deal or record to a new stage in Salesforce.
Logs a call, email, or note against a record in Salesforce.
NetSuite Explore NetSuite →
TriggersFires when a new contact or lead is added to NetSuite.
Fires when a field on a contact changes in NetSuite.
Fires when a deal, case or record moves to a new stage in NetSuite.
Fires when a deal is marked won in NetSuite.
Creates or updates a contact in NetSuite.
Creates a new deal in NetSuite.
Moves a deal or record to a new stage in NetSuite.
Logs a call, email, or note against a record in NetSuite.
More Salesforce + NetSuite workflows
Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in NetSuite, update the corresponding opportunity stage in Salesforce for unified revenue reporting.
See details
Log pipeline stage updates as CRM activities
When a deal moves forward in Salesforce, log a status update activity on the corresponding account record in NetSuite.
See details
See all Salesforce + NetSuite integrations → · Browse the full workflow library →
Common questions
Can Knit build “Sync newly created leads across CRM platforms” between Salesforce and NetSuite?
Yes — describe it in the box above and Knit's Integrations Agent researches Salesforce and NetSuite's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why would a team need to connect two CRM systems?
Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.
Does this cause duplicate contact records?
No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.