Connect your HubSpot and NetSuite accounts using HubSpot data sync. After connecting your accounts, you can use a deal-based workflow to create a NetSuite sales order.
Integration requirements
- You must be a Super Admin or have App Marketplace permissions in your HubSpot account.
- The set-up steps in NetSuite must be performed by an administrator.
- You need at least Operations Hub Starter to create any custom field mappings.
Connect the integration
- In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
- Search for the NetSuite integration, and select NetSuite in the results.
- In the top right, click Install app.
- A dialog box will appear asking for details of your NetSuite account. You must complete the following steps in your NetSuite account before entering these details:
1. Enable NetSuite features
In order to set up the NetSuite integration you must enable REST Web Services, OAuth 2.0 and Server-side RESTlets in your NetSuite account.
- In your NetSuite account, navigate to Setup > Company > Enable Features.
- In the Enable features section, confirm the below features are enabled:
- Under Analytics, enable Suiteanalyticsworkbook.
- Under SuiteCloud, enable:
- Soap web services
- REST web services
- Token-based authentication
- Server suitescript
2. Install the HubSpot sync bundle
- In your NetSuite account, navigate to Customization > SuiteBundler > Search & Install Bundles.
- In the search bar, search for HubSpot Sync Bundle. Then click Install.
Please note: installing the bundle may take up to 5 minutes. When the bundle is installed, there will be a green check in the status column.
3. Assign the HubSpot sync role
You will need to assign the HubSpot sync role to users that can connect the HubSpot integration.
- In your NetSuite account, navigate to Lists > Employees > Employees > Search.
- Search for the user's name to assign the role to, then click Edit.
- Navigate to the Access tab. Under Role search for and select HubSpot Sync role. Click Add.
- In the bottom left, click Save.
4. Locate your NetSuite Account ID, Access Token ID and Access Token Secret
You will need to add the below details in to the pop-up box in your HubSpot account:
Access your NetSuite Account ID
- In your NetSuite account, navigate to Setup > Integration and then click SOAP Web Services Preferences.
- Your Account ID will be listed in the Primary Information section.
Create an Access Token ID and Access Token Secret
- In your NetSuite account, navigate to Setup > Users/Roles and then click Access Tokens > New.
- Select the application HubSpot Sync and the role HubSpot Sync Role.
- The Token ID and Token Secret will display in the Token Id / secret section.
- Copy your Account ID, Token ID and Token Secret and paste them into the pop-up box in HubSpot.
- Click Connect to NetSuite by Oracle.
- The integration is now successfully set up.
Configure your sync settings
Turn on the sync
After connecting the app you will need to turn the sync on. You can configure a one-way or two-way sync for your data.
- In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
- Click NetSuite.
- Click Set up your sync.
- On the Choose an object to sync page, click the object you want to sync between HubSpot and your NetSuite. You can sync Company customers, Contacts or Individual customers from NetSuite.
Once the sync has been turned on, you can customize your sync settings. Learn more about configuring your sync settings.
Turn off data sync
You can turn off data sync to prevent records from the app from syncing from HubSpot, and vice versa.
- In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
- Click NetSuite.
- Click Actions > Turn off sync.
- In the pop-up box, click Turn off sync.
Once the sync has been turned off, you can turn it on again by clicking Edit sync settings, or delete the sync.
Create NetSuite sales orders using deal-based workflows
Use deal-based workflows to automatically create NetSuite sales orders when the workflow is triggered (Sales Hub Professional or Enterprise only).
When configuring the integration's sync settings, Company customers or Individual customers
must be selected. After installing the app in HubSpot, the integration action must be authenticated on the NetSuite app settings page:
- In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar.
- Under Manage, select Connected apps.Under Connected Apps, click NetSuite.
- Click the Feature Discovery tab.
- In the Create NetSuite sales orders from HubSpot section, click Install workflow action.
To create NetSuite sales orders from a workflow:
- In your HubSpot account, navigate to Automation > Workflows.
- To edit an existing workflow, hover over the workflow, then click Edit. Or, learn how to create a new deal-based workflow.
- In the workflow editor, click the + plus icon to add an action.
- In the actions panel, scroll down and select Create a NetSuite sales order.
- Set up your NetSuite sales order, the following fields are required:
- NetSuite account: a list of connected NetSuite accounts will display, select an account to create the sales order.
- Subsidiary: a list of subsidiaries associated with the selected NetSuite account will display, select a Subsidiary to create the sales order.
- Customer: select either Use first associated HubSpot contact or Use first associated HubSpot company to set as the designated Customer for the sales order.
- Items: set the deal's associated line items as the Items for the sales order.
- To add another field to the sales order, click Add another field and select a field. Only standard fields from NetSuite will display, reference fields will not appear.
- To populate the field with property values from the enrolled deal record, click Deal in this workflow. Then, select a property.
- To populate the field based on other actions in the workflow, click the action name and select an option. You can populate fields based on an action's outcome, or outputs from the action.
- To remove a field from the sales order, click the deletedelete icon next to the field.
Credit to HubSpot Knowledge Base