Help Center

Map a NetSuite Field, using Action Sets, to apply a tag on Infusionsoft

Mapping your NetSuite field to apply a Tag in Infusionsoft is super simple!

You can use Trigger actions in Infusionsoft based on NetSuite synced field changes.


A field mapped in NetSuite could use “Action Sets” in Infusionsoft to create tags, here's an article that might be helpful for you to set up Action Sets and Rules.

How to create Action Sets and Rules

 

What you just need to do is to map the NetSuite Field(s) to Infusionsoft in Step 4 of the Sync Profile, hit save then Reset Sync Process and resync.

 

Have more questions? Submit a request

Comments

Cazoomi Resources