Using Online Customer Forms for Contacts
If you set up your online customer forms to create records of type company, NetSuite creates two records at form submission: a contact record, and a lead, prospect, or customer record.
To create an online customer form that creates customer records:
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Add the Company Name, First Name, and Last Name fields to the form.
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Mark these fields as mandatory.
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On the Set Up Workflow subtab, check the Create Customers as Companies box.
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If you want to set the lead source on the contact record, select it in the Set Lead Source field. Lead source is the campaign associated with the customer form. The value you select lets you know which campaign generated the new lead, customer, or updated information.
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You can track an event in the Online Customer Form. After you select a lead source, select a value in the Set Campaign Event field. This value lets you map which event led to the form completion by the customer or lead.
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You can permit the lead source on this form to overwrite the lead source on any contact record updated by this form. Check the Allow Update on Contact Record box.
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Click Save.
When a contact submits the form, NetSuite creates a customer record and a contact record. NetSuite updates a customer record and a contact record if existing records match what the contact entered on the form. For more information, see Using Online Customer Forms for Contacts.
When a contact submits this form, if the first and last name match an existing contact record, NetSuite updates the existing record.