Create in CRM Step - NetSuite

  • Updated

The Automated Journey Builder provides a Create in CRM action step that you can use to define how you want to create or update records in NetSuite.

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.

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.

While you can send data to the Customer object in NetSuite, it is required that you create a Contact. Act-On is unable to support 'Customer' as a primary object. Below is an example of a setup with the required configuration:
Screen_Shot_2023-05-26_at_2.04.14_PM.png
In this example, the entity 'Customer' has been added with a field 'Company Name' which has the value {{Company Name}}. This is a personalized field & must match one in the source list (In Data Management for Act-On Contacts, or if using Marketing Lists, in a list column).

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:

Synchronizing NetSuite Data to Act-On Contacts 03.jpg

...or if using Marketing Lists, see Synchronize NetSuite Marketing Lists to Act-On:

Create in CRM Step - NetSuite 01.png

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 Entity

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.

Was this article helpful?

Have more questions? Submit a request