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.
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
@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.
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.
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.