topic Tracking info from Netsuite to Hubspot in Data Hub

Tracking info from Netsuite to Hubspot

LStrubing — Wed, 28 Aug 2024 18:38:58 GMT

Good day all,

I am trying to find a way to get the tracking number from NetSuite displayed in HubSpot in a useful location. I have it syncing over on the invoice but I would like to find a way to either display it on the Sales order Sync card or something similar.

Thank you in advance.

Re: Tracking info from Netsuite to Hubspot

BérangèreL — Fri, 30 Aug 2024 06:51:04 GMT

Hi @LStrubing, you are very welcome! 🎉
We are delighted to have you here!

Thank you for asking the Community!

Are you already using the NetSuite integration?
Which is the property in NetSuite that you'd like to see in HubSpot, please?
Which type of tracking do you want to see in HubSpot?

I'd like to invite a couple of subject matter experts and Community Members to this conversation: Hi @EMcGrath, @JMcElroy, @Lucila-Andimol, @MFranklin0, @himanshurauthan, @JStephens22 and @Jnix284 do you have suggestions to help @LStrubing, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks a lot and have a lovely day!

Best,
Bérangère

Re: Tracking info from Netsuite to Hubspot

LStrubing — Fri, 30 Aug 2024 13:33:11 GMT

Thank you yes I am already using the NetSuite integration and it works decently. I'm looking to add a bit more funtionality to what we already use it for.

Re: Tracking info from Netsuite to Hubspot

Jnix284 — Sun, 01 Sep 2024 16:28:27 GMT

@LStrubing if you want to surface NetSuite data on the sales order, I'd recommend having a developer create a custom CRM card that would surface the information the way you'd like.

I worked for Aptitude 8 previously and they specialize in technical integrations, including CRM Cards, but they also have extensive experience with NetSuite.

Here are a few resources that might be helpful:
Integrate to Activate: Driving Results with NetSuite & HubSpot

NetSuite and HubSpot - A guide to integrating and actioning ERP data in HubSpot

The HubSpot CRM Card Playbook

In addition to A8, Bayard Bradford and Unlimited Tech Solutions are other partners that focus on technical integrations and would have the experience needed to help you.

You can also search the Solutions Directory to find someone who can help or join the HubSpot Developer Slack and post in the #jobs channel if you want to find a freelance or contract developer instead of a firm/agency.