Connecting with Netsuite

Developer Support APIs & Integrations
1

Hello,

We’ve set up a one-way sync from Netsuite to Hubspot and installed the Hubspot embedded in Netsuite feature from the suggested Netsuite integration setup. Are we supposed to be seeing an embedded Hubspot section in the Customer profile in Netsuite? Does the sync direction affect the ability to see the Hubspot tab in Netsuite?

(We’d originally set up a two-way sync with Customers to confirm the sync was working and Hubspot Contacts were imported into Netsuite Customers. We changed the sync to be one-way as we are just implementing Netsuite and have yet to import our customers from our former ERP into Netsuite.)

Secondly, what is the best way to go about connecting communication about contacts between Netsuite and Hubspot? We understand they are intended to function as stand-alone CRMs but it would be great if staff could create notes in either application and access this communication. We are also using Lightspeed for our POS; is there any integration of notes between Hubspot and Lightspeed?

Finally, we use Partners in Netsuite; can this object be synced to Contacts in Hubspot? Our Hubspot Contacts will end up consisting of B2C and B2B Customers, vendor and other Contacts, and health professionals/Partners. Two-way syncing between Hubspot and Netsuite imports Contacts from Hubspot as Customers in Netsuite, but they are actually already Partners in Netsuite and I need them to sync that way. Advice?

Thank you!

Jillian

2

Hello @JSpotowski
Regarding your first question, if the Hubspot embedded feature has been installed correctly in Netsuite, you should be able to see a Hubspot section in the Customer profile in Netsuite. However, the direction of the sync should not affect the ability to see the Hubspot tab in Netsuite.
For your second question, there are several ways to connect communication about contacts between Netsuite and Hubspot. One way is to use a third-party integration tool, such as Zapier or Workato, to automatically create notes in one CRM based on activities in the other. Another way is to use Hubspot’s email tracking and logging feature to track email communication with customers and log it in both Netsuite and Hubspot. As for Lightspeed, I’m not aware of any integration of notes between Hubspot and Lightspeed.
Regarding your final question, you can sync Partners in Netsuite to Contacts in Hubspot by mapping the relevant fields in both systems. You’ll need to set up a two-way sync between the two systems and make sure that the mapping is correct. This should allow you to import Contacts from Hubspot as Partners in Netsuite. However, it’s important to note that not all fields may be mappable between the two systems, so you may need to do some manual mapping or adjust your processes to accommodate any differences. I hope this helps! Let me know if you have any further questions.
Thanks & Regards
Himanshu Rauthan