Kartra + NetSuite

Manage new or updated Kartra leads by creating or updating records in NetSuite

Streamline your business process with this workflow. Whenever a lead fills an optin form in Kartra, it instantly creates or updates a record in NetSuite. This efficient process ensures data accuracy, saves time, and enhances lead management. It's the perfect solution for maintaining up-to-date contact records in real-time.

Streamline your business process with this workflow. Whenever a lead fills an optin form in Kartra, it instantly creates or updates a record in NetSuite. This efficient process ensures data accuracy, saves time, and enhances lead management. It's the perfect solution for maintaining up-to-date contact records in real-time.

  1. When this happens...
    KartraKartra
    Lead Fills an Optin Form

    Triggers when a lead fills in an optin form.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Upsert (Create or Update) Record

    Creates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

    • Tag CategoriesRequired

    • TagsRequired

    Trigger
    Instant
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    • CalendarsRequired

    • Calendar ClassRequired

    Trigger
    Instant
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    • CalendarsRequired

    • Calendar ClassRequired

    Trigger
    Instant
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    • FormsRequired

    Trigger
    Instant
    Try It
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kartra logo

About Kartra

Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.
Learn more

Related categories

  • Marketing Automation

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
netsuite logo
netsuite logo

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
Learn more

Related categories

  • CRM (Customer Relationship Management)