Kartra + NetSuite

Update records in NetSuite when new leads fill an optin form in Kartra

When a potential customer fills an optin form on Kartra, this workflow automatically updates the lead's record on NetSuite. This immediate update ensures accurate and up-to-date lead information in your NetSuite database. Benefit from seamless data transfer between your marketing and sales systems, freeing you to focus on crafting compelling campaigns and engaging with prospects, not manual data entry.

When a potential customer fills an optin form on Kartra, this workflow automatically updates the lead's record on NetSuite. This immediate update ensures accurate and up-to-date lead information in your NetSuite database. Benefit from seamless data transfer between your marketing and sales systems, freeing you to focus on crafting compelling campaigns and engaging with prospects, not manual data entry.

  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
    Update Record

    Updates an existing record. 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)