Customer Onboarding Form
Automate customer onboarding with a user-friendly form that syncs with NetSuite and sends confirmation emails with personalized PDFs.
- SKU :PDNSCOF01
- Last Update :June 2025
- Published :26 Jun 2025
- Support for :NetSuite
- Implementation time :2 Days
Customer Onboarding Form
Simplify Customer Onboarding and Engagement
The Customer Details Capture feature streamlines customer onboarding by replacing manual data entry with a smart, automated online form. When a prospect or customer fills out the form, their information is instantly used to create corresponding records in NetSuite, ensuring accuracy and saving time for sales representatives.
End-to-End Customer Data Capture Solution
A clean, accessible form available through a “Get Started” button initiates the customer registration process.
Instantly creates customer records in NetSuite with accurate data mapped from the form fields.
Customers receive a confirmation email with a personalized PDF that summarizes their submitted details.
Field labels, email templates, and record mappings can be tailored for different clients or departments.
Setup & Configuration Requirements
- Requires deployment of the online form with secure endpoint connectivity to NetSuite
- Access to NetSuite roles for creating custom records and sending email templates
- Predefined mappings between form fields and NetSuite records must be configured
- PDF templates and email content must be finalized prior to deployment
- Validation rules must be agreed upon to prevent data duplication or incomplete entries
Why Choose Customer Details Capture?
- Automates customer registration workflows
- Reduces time spent on manual data entry
- Ensures consistent and validated data capture
- Prevents duplicate or incomplete entries
- Immediate confirmation emails build trust
- Professionally formatted PDFs enhance communication
- Easily configurable for different use cases
- Supports rapid deployment across multiple business units
Frequently Asked Questions
Yes, the form can be embedded on your website and accessed via a “Get Started” button.
Yes, customer records are created in real-time once the form is submitted.
Absolutely. The PDF layout and content can be tailored to match your brand and communication style.
The system includes duplicate prevention logic to avoid creating records with the same key information.
Yes, it’s fully configurable and can be reused across departments or clients with minimal adjustments.