Push highly qualified leads to Netsuite based on lead score qualification with the Create in CRM step in Automated Programs. The data pushed from this step will include any source fields that have matching fields in NetSuite. For example, if First Name is in your Act-On Contacts Segment or Marketing List, it will push that value to the First Name field in NetSuite. It is important to make sure that the source list field names are mapped to your Contact object fields in Data Management for Act-On Contacts or in Netsuite Sync Setup for Marketing Lists. See Synchronizing NetSuite Data to Act-On Contacts.
Select Actions
When adding a Create in CRM step to an Automated Program, select what you want the step to do:
- Create new records
- Update existing records
- Add entities
Create New Records
Select Create new records as: Contact to create a new record for a Contact based on their email address.
+ Add field to set on new records allows you to select fields from your Data Management and add them to your new record in NetSuite. Once you add a field, select the corresponding value for that field.
Update Existing Records
Select Update existing records to update NetSuite with data from your Act-On Contact segments or Marketing Lists. The data pushed from this step will include any data from Act-On Contact fields that have matching fields in NetSuite.
If you don't want to update all fields from your list in Netsuite, select Follow list’s Push Policy, so only fields set by your push policy are updated. For Act-On Contacts, see Set a Push Policy:
...or if using Marketing Lists, see Synchronize NetSuite Marketing Lists to Act-On:
You can also Update when multiple matches are found in CRM. If your NetSuite environment contains duplicates, checking this box will update the information for each duplicate record.
Add Entities
Click + Add Entity to create a new Note or Customer in NetSuite.
When creating a new entity, add additional fields to contain other supplementary information such as Email, or Priority. Once you add a field, select the corresponding value for that field.