NetSuite CRM

• NetSuite Integration - Start Here

  Use the NetSuite integration when you want Act-On to work directly with your NetSuite CRM data. Once connected, you can sync NetSuite records into Act-On so you can segment, automate follow-up, and report using up-to-date CRM information.Quick Reference (Advanced Users) - Click to ExpandPrereqs: NetSuite Admin access + Act-On Admin access. Order matters: Connect NetSuite to Act-On Sync NetSuit...

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• Connecting NetSuite to Act-On

  Use this article to complete the one-time connection between NetSuite and Act-On. This step creates a secure link so Act-On can access NetSuite data for syncing. You will configure what data to sync in the next article.Quick Reference (Advanced Users) - Click to Expand Access required: NetSuite Administrator + Act-On Administrator What you’ll do: enable token-based auth, create an integration...

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• Synchronizing NetSuite Data to All Contacts

  Use this article to synchronize NetSuite data with All Contacts in Act-On. You will map NetSuite fields to Act-On fields, choose which NetSuite fields to sync, set your push policy, and schedule syncs so your data stays current.Quick Reference (Advanced Users) - Click to Expand Go to Settings > Data Management > Contact Mapping and confirm standard field mappings. Map required email field to E-...

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• Synchronizing NetSuite Data to Marketing Lists

  For seamless data synchronization between NetSuite and Act-On Marketing Lists, establish a mapping of your data fields and configure the synchronization settings to ensure real-time data updates. If you are using All Contacts, click here.Quick Reference (Advanced Users) - Click to Expand In Settings > Data Management > Report Mapping, confirm the email field is mapped correctly, then save. In S...

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• Accessing Act-On Data in NetSuite

  Use the Act-On bundle in NetSuite to view Act-On engagement activity directly within NetSuite. Sales users can see email interactions, form submissions, website visits, and lead score information without leaving NetSuite.Quick Reference (Advanced Users) - Click to ExpandInstall bundle: Customization > SuiteBundler > Search & Install Bundles (keyword: Act-On Portal)Enable SuiteCloud features: Se...

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