Hubspot Netsuite Integration

Hubspot NetSuite Integration to Unify Your Sales!

It becomes impossible to manage the sales data and financial data effectively at the same time; this will cost a lot of time when making the right decision or choosing the right strategy to adopt. Many sales managers grumble about the need to perform data entry, while many financial managers and analysts are dissatisfied with report reconciliation. These problems can be solved when you connect HubSpot with NetSuite so as to optimize the communication between your sales and financial software. You can get in touch with the Netsuite CRM expert to get this integration done seamlessly.

Step-by-Step Process for HubSpot NetSuite Integration

Step 1: Prepare Your Accounts

• Log in to HubSpot: Open HubSpot and log in with your credentials.
• Log in to NetSuite: Log in to your NetSuite account with the necessary permissions.

Step 2: Choose an Integration Tool

• Visit Integration Marketplace: In HubSpot, navigate to the App Marketplace, which is under the Integrations tab.
• Search for NetSuite: Type “NetSuite” in the search bar to find available integration tools. Popular choices include Bedrock Data, PieSync, and Cazoomi.
• Select and Install: Choose your preferred integration tool and follow the prompts to install it. For this guide, we’ll use Bedrock Data as an example.

Step 3: Set Up Bedrock Data

• Create an Account:If you don’t already have a Bedrock Data account, sign up for one.
• Connect HubSpot:In Bedrock Data, choose HubSpot as your source application. Follow the instructions to authorise access to your HubSpot account.
• Connect NetSuite:Next, add NetSuite as your destination application. To connect, you’ll need to provide your NetSuite account ID, role ID, email, and password.

Step 4: Map Data Fields

• Define Field Mappings: In Bedrock Data, map the data fields between HubSpot and NetSuite. This involves linking corresponding fields, such as contact information, company data, and deal records.
• Customise Mappings:You can adjust the mappings to fit your business needs, ensuring that critical data is transferred accurately between systems.

Step 5: Configure Sync Settings

• Set Sync Frequency: Choose how often you want the data to sync between HubSpot and NetSuite. You can set it to sync in real-time, daily, or at custom intervals.
• Select Data Direction: Determine whether the data should sync bidirectionally (both ways) or unidirectionally (from HubSpot to NetSuite or vice versa).

Step 6: Perform Initial Data Sync

• Run Initial Sync: Start the initial synchronisation process to transfer existing data from HubSpot to NetSuite and vice versa.
• Verify Data Accuracy: Check the data in both systems to ensure that the sync was successful and the information is accurate.

Step 7: Monitor and Maintain Integration

• Monitor Sync Jobs: Use Bedrock Data’s dashboard to monitor ongoing sync jobs and ensure they run smoothly.
• Handle Errors: If any issues arise, Bedrock Data provides detailed error logs to help you troubleshoot and resolve problems quickly.

Conclusion

The process of syncing between HubSpot and NetSuite is rather uncomplicated, especially when it comes to dealing with issues of different management of sales and financial data. Such an integration leads to the improvement of business operations by allowing the sales and financial departments to coordinate their efforts in decision-making and customer relations. You can either get assistance from a professional web development company or hire website developers to provide expert assistance with your project.