This integration connects your NetSuite CRM with Act-On, allowing data mapping & synchronizing between the two. This enables Act-On to deliver more highly qualified, sales-ready leads to the NetSuite sales team. Follow the instructions in each article in order:
Set up the connection between your NetSuite and Act-On accounts. Once connected you will be able to complete the integration, map fields, synchronize, import, & update data between NetSuite and Act-On.
Synchronizing NetSuite Data to Act-On
- Most organizations will use Act-On Contacts and will only need to Sync NetSuite Data to Act-On Contacts.
- If you have an older Act-On account or have decided to use Marketing Lists for any reason you should also Sync NetSuite Data to Marketing Lists.
Install the Act-On bundle in NetSuite to enable NetSuite to pull data from Act-On into the Act-On Dashboard Portlet & the Hot Prospects Dashboard for sales reps.