Are you looking to optimize your workflows and enhance operational efficiency? NetSuite integration with HubSpot could be the solution your business needs. By combining the robust financial and ERP capabilities of NetSuite with HubSpot’s powerful CRM and marketing tools, businesses can achieve seamless data flow, better customer insights, and improved decision-making. 

As per reports, HubSpot has over 143,000 clients across 120 countries, while NetSuite supports more than 31,000 companies in 217 countries. This impressive reach highlights the growing demand for integrating these platforms, enabling businesses to boost efficiency, enhance customer experiences, and drive growth.

In this blog, we’ll explore the benefits, methods, and best practices to successfully integrate these two powerful platforms to drive growth & success.

HubSpot Integration with NetSuite Overview

HubSpot integration with NetSuite streamlines data flow and enhances operational efficiency for businesses utilizing both platforms. 

HubSpot integration with NetSuite streamlines data flow and enhances operational efficiency for businesses utilizing both platforms.

While HubSpot focuses on empowering businesses with marketing and sales tools like Marketing Hub, Sales Hub, and CRM to boost customer retention and execute inbound strategies, NetSuite complements these efforts with its cloud-based ERP, CRM, financial management, and e-commerce capabilities. Together, they create a unified system that optimizes workflows, connects core processes, and drives overall business success.

Source: Hubspot Website

Moreover, by integrating these platforms, businesses enable seamless communication and real-time data sharing, ensuring smooth workflows, improved customer insights, and more informed decision-making.

Source: NetSuite Website

Key Benefits of HubSpot Integration with NetSuite

Integrating NetSuite with HubSpot offers significant advantages for businesses by enhancing data flow, improving operational efficiency, and streamlining the customer journey. Here's an overview of these benefits, supported by relevant statistics.

1. Enhanced Data Flow Across Teams: Integration ensures real-time synchronization of customer and operational data between sales, marketing, and financial teams, eliminating silos and fostering collaboration. 

2. Improved Operational Efficiency: Automating data sharing reduces manual input, saving time and minimizing errors.

3. Streamlined Customer Journey: By syncing data like leads, opportunities, and customer interactions, businesses can deliver personalized and consistent experiences throughout the buyer’s journey. 

4. Enhanced Reporting and Analytics: Integrating data from both platforms provides more precise and actionable insights, improving the accuracy and depth of your reporting.

NetSuite and HubSpot are powerful individually, but together they’re transformative. A 2021 IDC report shows CRM and ERP integration can boost revenue by 35%, cut costs by 23%, and reduce errors by 10%—leading to smoother operations and stronger results. 

These statistics highlight the tangible benefits of integrating NetSuite with HubSpot, demonstrating how such integration can drive business growth and enhance customer relationships.

Common Features

  • Two-Way Data Synchronization: Enables seamless syncing between HubSpot and NetSuite, ensuring both platforms stay updated with accurate, real-time information across customers, companies, inventory, and more.
  • HubSpot Embedded in NetSuite: Allows users to access and utilize HubSpot’s tools directly within NetSuite, enabling seamless interaction with records and automation workflows without leaving the NetSuite interface.
  • Bridging Marketing and Sales: Connects marketing efforts with sales outcomes by syncing closed-won revenue data from NetSuite to HubSpot, providing a clearer view of campaign effectiveness and revenue generation.
  • Sales Order Creation in NetSuite: Simplifies sales workflows by allowing users to create NetSuite sales orders directly from HubSpot, streamlining the fulfillment process without switching platforms.

Use Cases

  • Reporting & Commissions: Integrate NetSuite data into HubSpot to track realized revenue instead of won-deal amounts. This ensures accurate sales performance reporting and commission calculations.
  • Promotions for High Inventory Items: Leverage NetSuite's real-time inventory data to identify overstocked items. Use this information in HubSpot to create targeted promotions, drive sales, and enable upselling or cross-selling opportunities.
  • Customer Win-Back Campaigns: Use NetSuite's subscription and cancellation data to trigger personalized HubSpot campaigns. Tailor messages and offers to address cancellation reasons and regain customers.

Best Integration Options for Connecting NetSuite with HubSpot

Integrating NetSuite with HubSpot can optimize workflows, enhance data synchronization, and drive business efficiency. Explore the best options to find the perfect fit for your needs.

1. HubSpot’s Built-in Integration: A straightforward solution for basic tasks, offering simplicity but limited scalability.

Pros and Cons Table
Pros Cons
Easy to install with ready features Limited customization options
Backed by HubSpot with regular updates

2. NetSuite SuiteApps: Customizable add-ons designed to extend NetSuite’s functionality, tailored to meet diverse business needs.

Pros and Cons Table
Pros Cons
Built for NetSuite, ensuring compatibility Limited support for custom requirements
Offers deep integration and easy setup Relies on third-party provider for updates

3. Third-Party iPaaS: Platforms such as Soligo, Boomi, or Zapier provide flexible, multi-system integrations, making them perfect for growing businesses seeking scalable and efficient solutions.

Pros and Cons Table
Pros Cons
Easy to set up with user-friendly interfaces Less flexible than custom integrations
Includes pre-built templates Costs vary by data volume and workflow needs
Requires minimal technical expertise -

4. Custom API Integration: Tailored solutions for seamless data exchange between NetSuite and other systems, built to meet specific business requirements.

Pros and Cons Table
Pros Cons
Fully customizable for specific workflows Requires advanced technical expertise
Optimized for unique performance needs Needs ongoing maintenance for API updates

So, by choosing the right integration method, businesses can streamline operations, improve data flow, and set a foundation for growth. This brings us to the next step, understanding how to implement HubSpot Integration with NetSuite effectively.

HubSpot Integration with NetSuite: A Step-By-Step Guide

HubSpot and NetSuite work better together, making your business more organized and efficient. This simple step-by-step guide will show you how to connect them easily. 

Step 1: Connect HubSpot and Enable NetSuite Features

  • In HubSpot, go to the App Marketplace and install NetSuite.
  • In NetSuite, go to Setup > Company > Enable Features, then enable:some text
    • REST Web Services, Server Suitescript, and Token-based Authentication under SuiteCloud.
    • SuiteAnalytics Workbook under Analytics.

Step 2: Search & Install HubSpot Sync Bundle

Source: HubSpot Knowledge Base

  • In NetSuite, go to Customization > SuiteBundler and find the HubSpot Sync Bundle.
  • Install it and green-check under the status column to confirm success.

Note: The installation process for the bundle may take up to 5 minutes. Once completed, a green checkmark will appear in the status column to confirm success.

Step 3: Assign HubSpot Sync Role

  Source: HubSpot Knowledge Base

  • In NetSuite, go to Lists > Employees and search for the user to assign the HubSpot Sync Role.
  • Tap on add and save their name.

Step 4: Get NetSuite Account ID, Token ID, and Token Secret

 Source: HubSpot Knowledge Base

  • In NetSuite, go to Setup > Integration > SOAP Web Services Preferences to find your Account ID.
  • To get Token ID and Secret, go to Setup > Users > Access Tokens, create a new token, and copy the details.

 Source: HubSpot Knowledge Base

  • Paste these into the HubSpot pop-up to connect.                    

Source: HubSpot Knowledge Base

Step 5: Enable Additional Features in HubSpot

  • In HubSpot, go to Reporting & Data > Integrations > NetSuite and enable features like HubSpot Embed and workflow actions.

Source: HubSpot Knowledge Base

Step 6: Manage Data Sync

Source: HubSpot Knowledge Base

In HubSpot, control data sync under Reporting & Data > Integrations > NetSuite:

  • To stop sync, select Turn Off Sync under Actions.
  • To restart sync, enable it again in the settings.

Now that you know how to integrate HubSpot and NetSuite, you’re ready to streamline your operations and enhance data flow. Follow these steps to achieve seamless collaboration and improved efficiency!

Best Practices for Seamless NetSuite and HubSpot Integration

To fully unlock the potential of your integration and ensure a hassle-free process, follow these essential practices.

  • Plan with Purpose: Set clear integration goals, outline specific requirements, and involve key team members across departments to ensure alignment and effective collaboration.
  • Monitor Proactively: Regularly assess integration performance, review key metrics, and schedule routine audits to resolve issues promptly and uncover areas for improvement.
  • Empower Your Team: Deliver thorough training to your staff, helping them navigate the integrated system, utilize automation features, and make sense of synchronized data.
  • Stay Ahead of Updates: Stay informed about the latest updates, features, and best practices from NetSuite, HubSpot, and integration tools to keep your system optimized and ahead of the curve.

Streamline your integration process with expert support from Pale Blue Dawn. Their team specializes in customizing HubSpot and NetSuite integration, ensuring seamless synchronization for optimal performance. With tailored solutions designed to meet your unique business needs, they guarantee smooth data flow and optimized operations.

Boost Your Business with NetSuite Integration with HubSpot—Achieve It in Under 1 Hour!

Connecting NetSuite with HubSpot aligns your operational and customer-facing systems, creating a unified platform that drives efficiency and growth. Achieving this integration requires a strategic approach, the right tools, and expert guidance tailored to your needs. That’s where Pale Blue Dawn comes in.

Why Choose Pale Blue Dawn?

Our integration specialists deliver seamless solutions designed to empower your business. Here’s how we stand out:

  • Custom Integration Designed for You: We craft integrations that align perfectly with your business workflows and objectives.
  • Ongoing Expert Support: Our team is with you every step of the way, ensuring your systems stay optimized long after implementation.
  • Data Security Guaranteed: We prioritize the protection of your critical information throughout the integration process and beyond.

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Schedule a consultation with Pale Blue Dawn and see how we can integrate NetSuite with HubSpot in less than an hour.