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Act-On Software

Syncing Assets with NetSuite

AUDIENCE: Administrators, Marketing Users
OBJECTIVES: Set up forms to push signups to NetSuite

In addition to your marketing lists, you can also synchronize your Act-On forms to automatically push signups into NetSuite.

You'll also be able to see Act-On emails as activity notes for your leads and contacts.

To set your forms to automatically push signups to NetSuite, follow the steps below:

  • Click Content, and click Forms.
  • Create a new form or edit an existing form.
  • Click 2. Settings, or Next.
  • In the Signups to NetSuite section, enable the option to push signups.
    • Enable the feature to add an activity note to the submitters record in NetSuite
    • When enabled Act-On will check the value in the system usage mapped field for "Contact's Company" to see if the company already exists.
      • If so, we add the new record to that company.
      • If not, we create a new company with status "Lead-NEW" based upon the name in the system usage mapped field for "Contact's Company", then add a new record affiliated with the new company record we created.
  • Click Next.
  • Click Save.

Emails sent from Act-On to a NetSuite list can add a note (completed task activity) of a NetSuite contact or lead record, so that NetSuite users have insight into the Act-On emails sent to the contact or lead record.

Things to Consider:

  • Optionally, set the feature to overwrite existing signup data in NetSuite. You can also use the corresponding form submission list to identify specific fields that Act-On can overwrite.
  • Forms use email addresses to update lead and contact records. If there is a duplicate email address in contacts or leads the update will be ignored. If you have imported a NetSuite marketing list as your signup list, net new records will go to whichever entity the list draws from.

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