https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo28.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo202.png
How to connect Constant Contact with NetSuite
Constant Contact / NetSuite
Documentation

Connect Constant Contact to NetSuite with LeadsBridge

Constant Contact » NetSuite

In this article, you'll learn how to set up the bridge and connect Constant Contact to NetSuite using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your Constant Contact source

  1. Type in the name you'd like to call your integration
  2. Click on the Authorize button
  3. Login to the account you'd like to use
  4. Allow LeadsBridge to access your Constant Contact information
  5. Once done you'll be taken back to the bridge with a blue info success message
  6. Select the segment you'd like to use as the source for your leads
  7. Click on the Next button

Step 3: Setup your NetSuite destination

  1. Type in the integration's name in the dedicated field
  2. Enter URL, Account ID, Consumer key, Consumer secret, Access Token and Access Secret to connect NetSuite with LeadsBridge
  3. To setup the integration correctly, only during the initial configuration you'll have to create an integration inside NetSuite.

    In order to get your URL and Account ID you should follow the steps below:
    1. Log into your NetSuite account as Administrator
    2. Go to Setup » Company » Company Information
    3. Your URL should look like one of the following cases:
    • https://AccountID.suitetalk.api.netsuite.com
    • https://AccountID.app.netsuite.com
    • If those URL formats doesn't work, go back to the Company Information page and check the value of CUSTOMER CENTER LOGIN which contains the URL but use only the first part of it: https://XXX.netsuite.com where XXX depends on your account region.
  4. The Account ID value can be found in the example above
After that, in order to get your Consumer Key and Consumer Secret, you should create an Integration inside NetSuite by follow the steps below:
  1. Log into your NetSuite account as Administrator
  2. Go to Setup » Integration » Manage Integrations » New
  3. Inside the Name field type a descriptive name, for example LeadsBridge Integration
  4. Keep State as Enabled
  5. Check the Token-Based Authentication checkbox in the Authentication section
  6. Then click on Save
  7. After that, Consumer Key and Consumer Secret will be displayed, copy them.
  8. Go back into your LeadsBridge Integration and paste your Consumer Key and Consumer Secret in their corresponding fields
To be able to create an Access Token you should enable your NetSuite account with Token-Based Authentication by following the steps below:
  1. Log into your NetSuite account as Administrator
  2. Go to Setup » Company » Enable Features
  3. Click on SuiteCloud sub tab
  4. Scroll down to Manage Authentication section
  5. Check the TOKEN-BASED AUTHENTICATION checkbox
  6. Save your changes
After this you should assign a role to the user’s account you are using inside LeadsBridge by following the steps below:
  1. Log into your NetSuite account as Administrator
  2. Go to Setup » Users/Roles » Manage Users
  3. Under the Name column click on the user’s name you want to give access
  4. Then click on Edit button under the user’s name
  5. Go into the Access sub-tab at the bottom
  6. Then click on the Add dropdown button under Roles, we recommend selecting Full Access or other similar roles
  7. Click again on Add to assign the role to the user
  8. After that, click on Save
Now we should create the Token for this user by following the steps below:
  1. Go to Setup » Users/Roles » Access Tokens » New
  2. Select an Application Name
  3. Under User select the user you assigned the Role in the step before
  4. Inside Role select the one you gave to the user in the step before, for example Full Access
  5. Under Token Name you can give a descriptive name to the Token you are creating
  6. Then click on Save button
  7. Now you should be able to see your Token ID and Token Secret
  8. Copy your NetSuite Token ID and paste it inside LeadsBridge Access Token field
  9. Finally, copy your NetSuite Token Secret and paste it inside LeadsBridge Access Secret field
  • Click on the Next button
  • You'll now be able to select the destination segment to send your leads to
  • You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  • Click on the Next button
  • That's all! Congratulations.

    You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

    Have you got some questions?

    You may want to take a look at the common questions on the respective integration's documentation.

    If you have any other questions, or need help to configure your bridge from Constant Contact to NetSuite with LeadsBridge, do not hesitate to contact our Support!