Kartra + NetSuite
Create or update NetSuite records when new Kartra leads fill an optin form
When a potential customer fills out an opt-in form in Kartra, keeping track of their information doesn't have to be a hassle. With this workflow, their details will smoothly create or update a record in NetSuite, ensuring that not a single lead falls through the cracks. Keep your customer data consolidated and updated with minimal effort, while maintaining consistent follow-ups. This streamlined process offers an efficient solution to lead management and data organization.
When a potential customer fills out an opt-in form in Kartra, keeping track of their information doesn't have to be a hassle. With this workflow, their details will smoothly create or update a record in NetSuite, ensuring that not a single lead falls through the cracks. Keep your customer data consolidated and updated with minimal effort, while maintaining consistent follow-ups. This streamlined process offers an efficient solution to lead management and data organization.
- When this happens...
Lead Fills an Optin FormTriggers when a lead fills in an optin form.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Upsert (Create or Update) RecordCreates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.
ActionWriteCreate a new record or update an existing record in your app.
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Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoriesRequired
TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page CategoryRequired
PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoryRequired
Assign a TagRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Calendar ClassRequired
Starting Date
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field IdentifierRequired
Custom Field TypeRequired
Custom Field Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
EmailRequired
New Email
First Name
Middle Name
Last Name
Second Last Name
Phone
Phone Country Code
IP Address
Address
Zip
City
State
Country
Company
Lead Picture URL
Website
Preferred time zone
Facebook Account
Twitter Account
Linkedin Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Subscription StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Transaction IDRequired
Amount
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscribe Lead to SequenceRequired
Sequence StepRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unsubscribe Lead From ListRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appRecord TypeRequired
Internal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Limit
Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Record TypeRequired
Source Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FileRequired
NameRequired
File TypeRequired
Description
Is Online
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStandard or Custom Record Type?Required
Select a Saved SearchRequired
Filter Info
Select Columns to Search
Enter Search Terms (Corresponding to Columns)
ActionThis is an event a Zap performs.SearchFind existing data in your appRecord TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Tag CategoriesRequired
TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page Split Test LinkRequired
VersionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tracking Link CategoryRequired
Tracking LinksRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Kartra Page WebsiteRequired
PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarRequired
Calendar ClassRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription ID
Transaction ID
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First Name
Middle Name
Last Name
Second Last Name
Phone
Phone Country Code
IP Address
Address
Zip
City
State
Country
Company
Lead Picture URL
Website
Preferred time zone
Facebook Account
Twitter Account
Linkedin Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Product FunnelsRequired
ProductRequired
Product Price PointRequired
Next Payment Date
Amount
Recurrence
Quantity
Installments Left
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Points to a LeadRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Points From a LeadRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscribe Lead to ListRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag CategoryRequired
Unassign a TagRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unsubscribe Lead From SequenceRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Details
Email
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
EmailRequired
First Name
Middle Name
Last Name
Second Last Name
Phone
Phone Country Code
IP Address
Address
Zip
City
State
Country
Company
Lead Picture URL
Website
Preferred time zone
Facebook Account
Twitter Account
Linkedin Account
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStandard or Custom Record Type?Required
Select a Saved SearchRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecord TypeRequired
RecordRequired
File to attachRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
RecordRequired
File to detachRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
Internal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
External IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case Internal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appRecord TypeRequired
Primary Field to Search ByRequired
And/Or Operator
Secondary Field to Search By
ActionThis is an event a Zap performs.SearchFind existing data in your appRecord TypeRequired
Limit Number of Results
Primary Field to Search ByRequired
And/Or Operator
Secondary Field to Search By
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Kartra
Related categories
About NetSuite
Related categories
Related Zap Templates
- Create new NetSuite records when new Kartra leads fill an optin form
- Create new NetSuite records when new Kartra leads fill an opt-in form
- Create new NetSuite records when new products are bought in Kartra
- Update records in NetSuite each time a new product is purchased in Kartra
- Update NetSuite records when new products are purchased in Kartra
- Create new NetSuite records when leads are assigned tags in Kartra
- Create records in NetSuite when new products are bought in Kartra
- Update NetSuite records whenever a customer buys new products in Kartra
- Create new NetSuite records when leads subscribe to a list in Kartra
- Update NetSuite records when new products are purchased in Kartra
- Update NetSuite records each time a new product purchase happens in Kartra
- Manage new or updated Kartra leads by creating or updating records in NetSuite
- Create new Kartra leads from new NetSuite records
- Create new NetSuite records when new leads fill an optin form in Kartra
- Create new Kartra leads from new NetSuite records
- Update NetSuite records whenever new tags are assigned to leads in Kartra
- Update records in NetSuite when new leads subscribe to list in Kartra
- Update NetSuite records each time a new product is purchased in Kartra
- Update NetSuite records when new Kartra products are purchased
- Update NetSuite records each time a new Kartra lead subscribes to a list
- Update NetSuite records when new leads fill an optin form in Kartra
- Create new NetSuite records when new leads subscribe to lists in Kartra
- Update NetSuite records when new Kartra products are purchased
- Assign tags to new Kartra leads and swiftly manage their records in NetSuite
- Update NetSuite records whenever a customer buys products in Kartra
- Create new records in NetSuite when leads are assigned tags in Kartra
- Update NetSuite records whenever new tagged leads are assigned in Kartra
- Update NetSuite records when new leads fill an optin form in Kartra
- Update NetSuite records when new Kartra purchases are made
- Update NetSuite records whenever a new product is purchased on Kartra
- Update NetSuite records when new tagged leads are assigned in Kartra
- Update NetSuite records when new leads subscribe to lists in Kartra
- Update NetSuite records when new Kartra products are purchased
- Update records in NetSuite when new leads fill an optin form in Kartra
- Update NetSuite records whenever a customer buys new products in Kartra
- Create new records in NetSuite when new leads fill an optin form in Kartra
- Create new NetSuite records when customers buy new Kartra products
Related Zap Templates
- Create new NetSuite records when new Kartra leads fill an optin form
- Update records in NetSuite each time a new product is purchased in Kartra
- Create records in NetSuite when new products are bought in Kartra
- Update NetSuite records when new products are purchased in Kartra
- Create new Kartra leads from new NetSuite records
- Update NetSuite records whenever new tags are assigned to leads in Kartra
- Update NetSuite records when new Kartra products are purchased
- Create new NetSuite records when new leads subscribe to lists in Kartra
- Update NetSuite records whenever a customer buys products in Kartra
- Update NetSuite records when new leads fill an optin form in Kartra
- Update NetSuite records when new tagged leads are assigned in Kartra
- Update records in NetSuite when new leads fill an optin form in Kartra
- Create new NetSuite records when customers buy new Kartra products
- Create new NetSuite records when new Kartra leads fill an opt-in form
- Update NetSuite records when new products are purchased in Kartra
- Update NetSuite records whenever a customer buys new products in Kartra
- Update NetSuite records each time a new product purchase happens in Kartra
- Create new NetSuite records when new leads fill an optin form in Kartra
- Update records in NetSuite when new leads subscribe to list in Kartra
- Update NetSuite records each time a new Kartra lead subscribes to a list
- Update NetSuite records when new Kartra products are purchased
- Create new records in NetSuite when leads are assigned tags in Kartra
- Update NetSuite records when new Kartra purchases are made
- Update NetSuite records when new leads subscribe to lists in Kartra
- Update NetSuite records whenever a customer buys new products in Kartra
- Create new NetSuite records when new products are bought in Kartra
- Create new NetSuite records when leads are assigned tags in Kartra
- Create new NetSuite records when leads subscribe to a list in Kartra
- Manage new or updated Kartra leads by creating or updating records in NetSuite
- Create new Kartra leads from new NetSuite records
- Update NetSuite records each time a new product is purchased in Kartra
- Update NetSuite records when new leads fill an optin form in Kartra
- Assign tags to new Kartra leads and swiftly manage their records in NetSuite
- Update NetSuite records whenever new tagged leads are assigned in Kartra
- Update NetSuite records whenever a new product is purchased on Kartra
- Update NetSuite records when new Kartra products are purchased
- Create new records in NetSuite when new leads fill an optin form in Kartra