--- title: "Salesforce and NetSuite Integration Case Study | Smart Data" url: https://www.smartdata.net/case-studies/netsuite-and-salesforce-integration-for-leading-response description: "Smart Data automated Leading Response's lead-to-order process by integrating Salesforce with NetSuite, with CPQ and e-signature cutting manual work." source: "Smart Data (smartdata.net). Markdown copy of the page; the HTML page is canonical." --- # Seamless order flow between NetSuite and Salesforce Smart Data automated Leading Response's lead-to-order process by integrating Salesforce with NetSuite: Conga CPQ configures the order, Conga Sign captures the approval and NetSuite sends the invoice and payment link. Built on [Salesforce](https://www.smartdata.net/services/enterprise-integrations) [NetSuite](https://www.smartdata.net/services/enterprise-integrations) Industry Lead generation and marketing Engagement Integration LeadingResponse provides highly targeted leads across multiple sectors, including healthcare, legal and senior living. Their internal process relied on Salesforce for lead tracking and NetSuite for order processing. However, the transition from opportunity to invoice involved manual handoffs, back-and-forth emails and inconsistent data between systems. To address this bottleneck, Smart Data was brought in to create a streamlined, automated integration between the two platforms. ## The challenge ### The manual workflow had several friction points - Sales reps had to manually configure products, gather approvals and manage order creation - Clients experienced delays and confusion during the SOW and payment process - Creating accurate invoices with payment links was time-consuming - Sales promotions and bundled products required repetitive setup - Data consistency between Salesforce and NetSuite was difficult to maintain These challenges were limiting sales efficiency and scalability, so Smart Data was tasked with eliminating them through automation. ## The solution Smart Data implemented a fully automated solution using the following components: - Salesforce and NetSuite integration using Apex, Lightning Flows and future callouts - Conga Apttus CPQ for streamlined product configuration, pricing and bundling - Conga Sign to capture digital signatures and automate contract approval - Lightning Data Services to enable dynamic, real-time invoice and payment link generation Salesforce opportunities were transformed into clean, structured orders with clear product categories. Once approved, the data automatically passed to NetSuite, triggering invoice creation and payment emails for customers. ### Product bundles included - Category - Products - Seminar Success - Webinar Connect - Direct Mail, Reservation/RSVP, Attendee, Digital Marketing, Custom - Appointment Connect - Digital Leads - Agency Services - Media Services - Promotions - Direct Mail, Digital Marketing, Custom - Form-Fills, Direct Connect, Media Buy, Custom - System Integration, Custom - Custom - On-Demand Template Promotion Products ## The results Automated lead-to-order process across Salesforce and NetSuite Reduced manual work for both sales reps and clients Enabled product bundling and price configuration through CPQ Integrated e-signature for SOW approvals using Conga Sign Streamlined invoicing and payment through Lightning Data Services Delivered a faster, easier and more accurate sales experience Sales reps now have a more intuitive interface for quoting, and clients receive timely emails with statements and payment links, improving efficiency, data accuracy and customer satisfaction. Client Technology Platform and technology - [Salesforce](https://www.smartdata.net/services/enterprise-integrations) - [NetSuite](https://www.smartdata.net/services/enterprise-integrations) ## Working on something similar? Tell us what you are building and what it has to connect to. Here is what happens after you reach out. ### A short call about the work What runs today, what needs to change and the date you are working toward. ### An engineer looks at what’s running Scope comes from your systems as they are, before anything is priced. ### You get a written proposal Covering scope, team, approach and price. [info@smartdata.net](mailto:info@smartdata.net) [(937) 886-9166](tel:+19378869166)