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HubSpot for NetSuite Integration

Status: Unverified

Seamlessly optimize your data between HubSpot and NetSuite with real-time insights and streamlined processes. Empower your marketing, sales, and finance teams to work smarter, boost productivity, and grow better.

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Description

HubSpot Integration for NetSuite

Easily sync contact, customer, and opportunity data with the seamless and easy to use HubSpot for NetSuite Integration. Benefit from two-way sync and automatic updates that help close the loop between marketing, sales, and finance. Enhance internal team productivity and foster stronger customer relationships for better results.

Key Benefits

Enhanced data accuracy: Sync changes between HubSpot and NetSuite ensuring both systems stay up-to-date.

Customizable sync: Choose which records to sync between platforms for a personalized integration experience.

Financial Insights: Streamline the sales process by syncing HubSpot deals with NetSuite sales orders, providing accounting and finance teams with sales insights and optimizing their financial operations.

Unified Efforts: Access business critical NetSuite data in HubSpot to better personalize marketing campaigns with consistent segmentation across channels.

Key Features

Two-way sync of NetSuite contact, customer, opportunity, items, and invoices (one-way) to HubSpot contacts, companies, deals, products, and invoices.
Create NetSuite sales orders directly from HubSpot workflows or deal records.

Embed HubSpot insights and automation features within NetSuite’s interface.

FEATURES

Two-Way Data Sync

Keep both systems updated by syncing new and existing records, as well as updates, between HubSpot and NetSuite. Sync NetSuite contacts, customers, opportunities, items and more to HubSpot.

Create Sales Orders in NetSuite

In NetSuite, create a sales order and add in all the relevant information for sales reps to engage the fulfillment process without navigating away from HubSpot. In HubSpot, create sales orders automatically using a HubSpot deal workflow or manually through a deal record.

Close the Loop between Marketing and Sales

Use details from NetSuite to personalize, segment, or send email campaigns on behalf of a sales rep. When a lead converts to a customer, NetSuite sends revenue data from closed-won opportunities to HubSpot to attribute marketing campaigns to real revenue.

HubSpot Embedded in NetSuite

Utilize HubSpot’s CRM tools without leaving NetSuite. The HubSpot embed provides insights into HubSpot contact, company, and deal records and lets you enroll these records in automation right from within NetSuite.