Call outs and in from HubSpot to another system

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi,

I would like to know if we can do API Calls from HubSpot to another system (NetSuite for example). And to call from 3rd party to HubSpot (NetSuite to HubSpot for example).

How can this be achieved? Thanks for any help!

2

@OBetzalel It sounds like you are looking for a NetSuite integration for HubSpot. There are several options including one built by HubSpot. Check the HubSpot App Marketplace for more information. If the existing prebuilt integrations won’t work for your requirements, you may need to create a custom integration.

3

@johnelmer John, I would like to create a custom integration, how can I achieve this?

Thanks.

4

@OBetzalel Omer, I suggest evaluating third party integration platform as a starting point. Take a look at Skyvia: HubSpot & NetSuite Integration - Connect, Sync - Skyvia as they offer a solution for customizing the integration between HubSpot and NetSuite. There are other options as well such as Syncsmart, Syncari and Tray.io.

5

@OBetzalel

What you’re describing is called “integration,” and there are a few different ways to achieve it.

If you simply want to synchronize data between two systems, there are numerous marketplace apps available specifically for that purpose.

However, if you require data transformation or manipulation, need to perform other actions while syncing, or aren’t satisfied with how the apps handle the synchronization process, then you’ll need an integration platform.

Integration platforms can be further classified into two categories:

  1. Pipeline tools: These include skyvia, jitterbit, and fivetran. They are designed to sync data between two or more tools.
  2. Workflow automation tools: Zapier, Integrately, and Make.com fall into this category. They allow you to perform actions based on an event in a tool or at a scheduled time that you define. This includes data synchronization.

If you don’t have development resources available to handle customized integration, it’s best to go for marketplace apps. They provide a predefined pipeline, eliminating the need for you to build it yourself.

It’s important to note that I have never come across a pipeline tool or marketplace app that handles merging events. When contacts or deals are merged, the one that disappeared from HS remains in the other tool.
If you need everything to be perfectly synced as you want and be able to do other things, you need to have a workflow automation tool and hire a good developer to build it.

6

@KMurota Hi,

Thanks for the detailed reply, we want to achieve this with workflow + developer since the integration platform subscription cost quite a bit.

How can we achieve this with workflows and which lanaguages we can use for this? any documents or how we can reach our HubSpot end point for our system, anything that can help us to start.

Thanks!!

7

@OBetzalel

You need Operations Hub Pro to accomplish this task, and you’ll need to set up at least two workflows here.
The first one is a workflow triggered by a webhook, which should be sent as a POST request from NetSuite (or scheduled one to pull updated records from NetSuite the write to HubSpot, all within the code action).
The second one is with some hubspot trigger and a code action, either in Python or JavaScript, to update the information in NetSuite.

Here is the documentation on using webhooks in your workflow:

And here is the documentation for code actions:

Let me point this out that regarding the cost of integration platforms, it can vary depending on the structure of your workflow and the platform you choose.
Zapier and Make charge for each action in a workflow, so it can add up for sure(plus you need an Enterprise plan to be able to interact with NetSuite).
However, platforms like n8n or pipedream allow you to accomplish more within a single action because they are more code-oriented.

Where these platforms excel is in their logging system, other than making it easy to build a workflow. Alerts and review history are pre-built.
They are optimal in many ways.

8

@KMurota The real solution to my question, thank you very much!

9

@OBetzalel

You are welcome!

Come to think of it, I bet your NetSuite server requires you to provide the IP address of the client(the system that wants to access to NetSuite) but the ones of HubSpot Workflows are not static nor publicly shared.

You might have to use one of those platforms to make updates to NetSuite after all.

Please check with your SE.