NetSuite HubSpot Integration Guide - How to Set it Up

HubSpot NetSuite Integration

Hubspot Netsuite Integration

Gaining more from your sales and marketing efforts in order to bring in new clients and boost the net retention of your present clientele base requires connecting your marketing automation system to your CRM.

To that end, you will want to integrate NetSuite with HubSpot. But what results from the union of HubSpot and NetSuite? Everything depends on the method you use. 

Although native integrations are cost-free and easy to set up, they have many disadvantages. With HubSpot NetSuite integration, what you truly need isn't just to connect systems; you also need to make sure that the data they share is of a high standard so that your marketing and sales teams can rely on it.

For this blog, we will go through the options available to you so you can have a proper HubSpot NetSuite integration.

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Middleware Connectors

You can automate many of your sales and marketing activities with NetSuite ERP, whereas HubSpot CRM offers extra inbound marketing solutions, thanks to the company management and resource planning features it offers. Unfortunately, these apps don't just naturally interact or connect with one another.

NetSuite and other business platforms can be integrated with HubSpot by third-party organizations. They achieve this by selling items referred to as connectors. Connectors provide communication between the two programs by integrating an API.

You can choose the NetSuite and HubSpot integration or HubSpot sync bundle and map the individual fields you wish to sync between the two ERPs after setting up a subscription with a connector.

Once the integration is complete, you won't need to switch between several apps to see which one has the most recent information. Everything will be continuously updated. In order to keep all of your data aligned and synchronized, the connector connects new incoming data using a special identifier.

Are connectors the best choice?

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Simply put, no. In fact, nothing is ever the perfect choice when it comes to ERP integration. It all entirely depends on what you need. But to help you decide, here are a couple of the drawbacks commonly associated with connectors and encountered by NetSuite customers:

  • To establish a connector integration, you need an IT team with a complex skill set that is readily available.
  • Even if your internal IT team has the knowledge to set up the link, they might not have the time to do so while also finishing other high-priority projects. Thus, you'll need to employ another team and incur more costs.
  • You can only use the normal set of field mapping choices with this kind of integration, therefore you can't add any custom fields that could be required for your marketing operations.

Custom Integration Solutions

Consider a custom integration solution if your business has certain requirements that connectors cannot meet. Custom integration, as opposed to utilizing a connector, enables you to include whatever field mapping choices you require. 

You are not limited to using generic options, which might not be appropriate for your business. For your sales and marketing teams, customized field mapping results in a more efficient automated process.

Direct integrations are more and more common, but you must have confidence in your integration partner and be willing to collaborate with them throughout the life of your solution.

When implementing a HubSpot NetSuite Integration, you must be certain that you are fully aware of all the requirements, both present, and future, and be prepared for data migration.

IPaaS solutions

One choice for HubSpot NetSuite integration is a cloud-based connection service, or IPaaS like Celigo or Boomi, both of which offer connectors for HubSpot and NetSuite. These services connect a variety of business applications and offer a high degree of customization, enabling data to be combined or modified as it moves from one app to the next.

This could be quite helpful if you need to use several data sources or endpoints, or if your sales data needs to be cleaned up before being imported into NetSuite.

It is important to note that you must find an IPaaS compatible with NetSuite API and HubSpot's enable rest web services.

Should I opt for native data integration?

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To answer this right off the bat, no. A native integration won't help you much if you're trying to figure out how to combine HubSpot with NetSuite.

Although you might be able to link the two systems and start sharing data, customization will prove to be a challenge. Your data must be the same in HubSpot and NetSuite unless you have powerful automatic data transformations, which native connectors won't provide. For the data to be useful, it needs to be consistent and in established formats.

The kinds of data shared between systems is another restriction of native integration. Only contact data is supported by a large number of native integrations. Teams in marketing and sales require more than just relationships. Data from all fields are required.

Gaining the insights you require from HubSpot and NetSuite requires managing data flow and data consistency. The tool should do the functions you need it to perform at various levels and show data in a way that helps your business processes. It should also be able to recognize native NetSuite fields , NetSuite account ID, and other intelligence data. It cannot be done using native integrations. Only a flexible integration tool will do it.

What you Need to Consider Before Integration

Before you decide on which type of option to go for your HubSpot NetSuite integration, consider these factors first:

Data synchronization

In order to avoid disappointment, it's essential to understand the types of data that can be synchronized and communicated. Certain systems, for instance, might not automate or synchronize all types of data for a NetSuite instance. You might find that your solution is missing the ability to track customers, products, or shipments.

Working with a single source of reliable data for various firms can increase operational efficiency and accuracy, which are the true benefits of merging two powerful technologies like HubSpot NetSuite integration.

The HubSpot NetSuite Integration enables real-time communication and automation of every business process, including inventory management, order management, catalog management, and billing. This is why mapping out your data beforehand is essential to ensure that only the right types of data go through in-between systems during HubSpot sync role.

Get the right integration partner

To have a proper integration, you must have faith in your integration partner's support.

When your integration project is over, you should discuss the level of service you will receive. Additionally, you should find out how quickly they will respond if there is an issue because their success in keeping customers happy may depend on their capacity to do so.

These characteristics are detrimental in determining the potential outcome of your integration. To that end, SUEG is the best of the best with NetSuite integration.

Our experts have a proven track record of professionalism, efficiency, and competence. To find out more about our NetSuite services, click here.

Sales and Marketing Must Work With Each Other

The sales and marketing divisions typically have a good deal of animosity toward one another. Simply put, sales believes that marketing provides them with a lot of "poor leads," while marketing believes that sales are unaware of the importance of the leads it generates.

Adding a system integration into an already tumultuous relationship is only going to add more fuel to the fire. So, before introducing a HubSpot NetSuite integration to these two departments, you must first get them to understand why it is necessary.

Start by going over the fundamentals of both ERP tools:

NetSuite

As a business management platform, NetSuite collects transactional data from all areas of an organization, including sales, marketing, accounting, purchasing, customer service, and e-commerce. The NetSuite platform gives your sales staff access to the functionality of conventional ERP and CRM solutions via a single, centralized database.

HubSpot

HubSpot is adept at analyzing the online activity of visitors, but it also has specific capabilities that enable "smart content," in which the appropriate message is shown to the appropriate person at the appropriate moment. 

Along with closed-loop statistics that make it simple to calculate the true ROI for your marketing efforts, it also offers cutting-edge technologies for hosting websites and blogs.

HubSpot NetSuite Integration

That being said, a straightforward HubSpot-NetSuite interface would enable marketing to use HubSpot for all lead monitoring, analytics, and communication, handing off the prospects that are ready for sales to sales. NetSuite receives updates to your CRM+ when contacts are added and as their information changes over time. 

In this manner, sales will have a complete picture of all the prospects' activities and contacts with the business when you hand them the lead.

The contact database in HubSpot should also be updated with any non-transactional changes made to client records in NetSuite contacts in order to maintain communication. To accommodate the most recent sale data, lifetime revenue, or other data that would be useful to marketing for their ongoing and future email campaigns, custom fields can be readily established in the HubSpot sync database.

The Benefits of Integration

We've mentioned a few of the benefits your sales and marketing departments can get from a HubSpot NetSuite integration, but let's look at it in more detail:

Improved data management and visibility

Any decision or campaign needs reliable data, yet many systems are stuffed with redundant, out-of-date, uncompleted, and erroneous information. You need an integration technology that enables you to prevent incomplete data from leaving a HubSpot account and moving to a NetSuite account. Corrupting your NetSuite data is the last thing you want to do.

The integration will open the doors to more discoverable data, reduction in reporting errors, and increased business competitiveness.

Personalized marketing capabilities

The value of personalized, tailored marketing is understood by all marketers. Only data can provide personalization, but not all data is relevant. To understand the customer journey, you must deliver HubSpot the most precise and valuable customer data from NetSuite. Then your marketing department can create a customized marketing experience.

But sales gain as well. Sales receive real-time visibility into customer and prospect web activity and their responses to marketing campaigns when HubSpot data and NetSuite are integrated with a bespoke integration tool. The assigned sales rep will have access to reporting that identifies the most promising leads to pursue as well as when to hold off.

Faster ROI

You can save a ton of time and get metrics that are more trustworthy by using an integration solution that goes beyond simple integration. Even better, your teams can identify where their efforts are having an impact and what course of action is most likely to provide positive results. The foundation for achieving a quicker and more predictable time to revenue is predictive analytics.

The subjective nature of lead scoring is an issue. Risks abound when using subjective data. However, you obtain accurate statistics when clean data is being transferred back and forth between HubSpot and NetSuite.

A connectivity tool that does more than just link CRM and marketing automation systems is what you need.

Final Thoughts

Ultimately, you'll want to steer clear of DIY integrations and instead opt to get an integrations partner. SUEG has proven expertise in NetSuite based projects and everything related to Netsuite account integrations.

Please feel free to contact us to find out more about what we can do to bring out your company's full potential.

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