I need new leads that come from HubSpot to sync into NetSuite in a “Lead - New Lead Status”. Our sync is setup so that when a contact record in HubSpot has a lifecycle stage of Marketing Qualified or Sales Qualified; that record when syncs into NetSuite as an Individual Customer record. The problem is that our settings on the NetSuite side found at Setup > Sales > Sales Preferences: Default new customer status = “Customer - Closed Won”. I know that I can change that default to be “Lead - New Lead”, but at the same time, our e-commerce platform is connected to NetSuite and when a transaction happens on our online store and creates a new customer record, then that record should default to “Customer - Closed Won” because there’s an actual sales transaction against it. Is there a way that the HubSpot - NetSuite integration can recognize that a record is coming in from HubSpot and to default the customer status on the NetSuite side to be “Lead - New Lead”?
Hi @GPFlores15 ,
Looks like the key problem is this Netsuite part : Setup > Sales > Sales Preferences: Default new customer status = ‘Customer - Closed Won’
Now, I think you should change it to not set every data coming in as a customer, instead, you should build an automation in Netsuite to only Mark Customers as Customers, I am sure you must have some kind of data to tell they are customers vs a lead.
On the HubSpot front you are all set no changes needed - You can reach out to Netsuite support if you are unsure on how to make those changes
Best