Act-On's NetSuite integration enables Act-On to deliver more highly qualified, sales-ready leads to the NetSuite sales team. The following options are available in Act-On when integrated with NetSuite CRM:
Send Inbound Leads and Form Sign-ups to NetSuite
Act-On Forms can push data directly to NetSuite. The following options are available when editing a Form's properties, under CRM Settings:
Push sign-up data to NetSuite when someone submits this Form
- This option lets you set the system to automatically push submission data into NetSuite. Note that it's very important that your form fields map to your CRM fields; the label must be the same, including spelling and punctuation (look out for variations such as "e-mail" and "email").
- If a company record does not exist, an "unaffiliated lead record" will be created.
- When checking this box, additional options will appear.
Overwrite existing sign-up data in NetSuite
- Electing this option directs Act-On to find the existing record in your CRM database and overwrite the record’s data with the Form submission data.
- If you don’t want all fields to be updated, you can specify only certain fields to be overwritten by selecting Use signup list’s Push settings to select fields.
Add a Note to NetSuite
- When checked, Act-On automatically documents the user's Activity History noting the form submission.
Set the Subsidiary Value for Form Submissions
If your Netsuite integration has different business units (for example, marketing), data is sent to the correct unit using the Subsidiary value. When submitting data from Act-On to Netsuite as a new record via a Form submission, ensure the following is set:
- Go to Contacts > Other Lists > Form Submissions.
- Follow the steps in Selecting Fields to Push, & in step 8, ensure Subsidiary is one of the selected fields:
Also, see Push Form Data to a CRM.
Email Message Activity Note
When sending a message to a NetSuite connected list, there is an option to attach a note to the contact in NetSuite:
- Act-On will attach a "Sent email" note in the contact’s activity history, where it can be seen by anyone reviewing the lead.
- By default the box will be checked and a note will be attached. If for any reason you prefer not to attach the note, just uncheck the box.
NetSuite CRM Saved Search/List View with Act-On Score
With the Act-On Lead Score being pushed to NetSuite, a saved search or a list view can be created that uses the lead score. This will enable the sales team to quickly focus on the most engaged targets.
- In NetSuite CRM, create a new Saved Search from List Menu > Search >Saved Searches.
- The results display, sorted by Act-On Lead Score.
Pull Your NetSuite Lead Source into Act-On
NetSuite CRM users can now pull the Lead Source field from NetSuite into Act-On. Once the date from this field is in Act-On, it can be used for segmentation and more. To set the field to be pulled, navigate to your NetSuite connector and check the Lead Source box.
See Create a Lead Score Field in NetSuite for details.