Kartra + NetSuite

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

When a new potential customer shows interest in your services through Kartra, instantly capture that information in NetSuite. This workflow swiftly transfers details whenever someone fills an optin form on Kartra, creating a new record in NetSuite. This automation ensures you keep track of potential leads and reduces manual data input tasks, allowing you to focus more on closing sales opportunities.

When a new potential customer shows interest in your services through Kartra, instantly capture that information in NetSuite. This workflow swiftly transfers details whenever someone fills an optin form on Kartra, creating a new record in NetSuite. This automation ensures you keep track of potential leads and reduces manual data input tasks, allowing you to focus more on closing sales opportunities.

  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
    Create Record

    Creates a new 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)