ConvertFlow + NetSuite

Create or update NetSuite records from new ConvertFlow form/survey submissions

Ensure your customer engagements are always up-to-date with this workflow. When a new form or survey submission is received in ConvertFlow, it promptly creates or updates a record in the NetSuite app. Streamline your data management process, maintain real-time records, and save time on manual data entry tasks. Importantly, this automation ensures that your NetSuite records reflect the most current customer information gathered from ConvertFlow.

Ensure your customer engagements are always up-to-date with this workflow. When a new form or survey submission is received in ConvertFlow, it promptly creates or updates a record in the NetSuite app. Streamline your data management process, maintain real-time records, and save time on manual data entry tasks. Importantly, this automation ensures that your NetSuite records reflect the most current customer information gathered from ConvertFlow.

  1. When this happens...
    ConvertFlowConvertFlow
    CTA Form/Survey Submission (Legacy)

    Triggers when a specific CTA has a form or survey element submitted.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    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

    • CTA Campaign

    Trigger
    Instant
    Try It
  • ConvertFlow triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • TagRequired

    Trigger
    Instant
    Try It
    • TagRequired

    • Source URL

    • EmailRequired

    • First Name

    • Last Name

    • Phone

    • City

    • Company Name

    • Company Title

    • State

    • Address

    • Zip Code

    • Country

    Action
    Write
    • Call-To-ActionRequired

    Trigger
    Instant
    Try It
    • TagRequired

    Trigger
    Instant
    Try It
    • EmailRequired

    • First Name

    • Last Name

    • Phone

    • Company Name

    • Company Title

    • Address

    • City

    • State

    • Zip Code

    • Country

    • Source URL

    Action
    Write
    • EmailRequired

    Action
    Write
convertflow logo
convertflow logo

About ConvertFlow

ConvertFlow is an all-in-one platform for converting visitors. Create, personalize and launch forms, popups, surveys and landing pages, without coding.
Learn more

Related categories

  • Forms & Surveys

Similar apps

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

Related categories

  • CRM (Customer Relationship Management)