We are moving away from our marketing automation s...
# administration
n
We are moving away from our marketing automation solution for Lead / Form Capture. I am investigating if we could do some that with NetSuite. Anyone know of either 1) A SuiteApp that has nice, Configurable Online Forms to capture data (e.g. Leads, Custom Records)? or 2) A Form Builder solution that natively integrates already with NetSuite (not through zapier, etc.)? Also open to anything other ideas 🙂
s
n
@Sam-I-Am thats a nice tool. Was able to set everyhting up in about 20 minutes. Jotform to NetSuite. Unfortunately that wont work for us as we need to capture data on custom records and LeadsBridge doesnt do that (understandable so).
Thanks for sharing that solution, I'll keep it in my back pocket :)
s
if you are using custom records then it would be much easier - since forms for custom records have options for external web html forms, you can embed the form code with little tweak on to your website. Once I created a custom record mimicking vendor records and having webforms to collect data for vendor onboarding into custom record then using a workflow to create vendor records from the custom record (though had some approval or vetting process built into the workflow).
n
Thanks. I was hoping there was a solution that was prebuilt where I didn't need to write my own code to for every custom record and where CRM would be different.