Hubspot Netsuite connector: Syncing customer case communciation
Hi,
I was wondering if anyone knows of a way to sync case communications from NetSuite to HubSpot? Our Support team works primarily in NetSuite and our Sales team works in HubSpot and they need visibility of the conversations/cases open with individuals before contacting them.
We are trying out the HubSpot built integration app but it only supports a limited number of fields.
Hubspot Netsuite connector: Syncing customer case communciation
Hi Anna, we don't currently have a native sync between NetSuite cases to HubSpot tickets. If you need this now, then I'd recommend supplementing with an iPaaS or custom solution.
Curious about what you're interested in syncing -- are you looking to sync in just the NetSuite Case records (e.g. properties, etc.) or the email communication on it, too?
Hubspot Netsuite connector: Syncing customer case communciation
Hi Winnie,
We are mainly looking to sync the email communication, but also a couple of the case properties (what product(s) they contact us about, whether there was an RMA)
At the moment, the HubSpot-Netsuite integration does not support the ability to sync/import activities such as emails from Netsuite to HubSpot or vice-versa.
If you wanted to get this data into HubSpot, I would recommend using the activity import feature so your customer communications can appear on their respective records.
I wanted to invite our community members to see if they have any tips.
I also would highly recommend you to please post this product suggestion for the HubSpot-Netsuite integration on our ideas forum.
Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.
Best,
Kristen
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Hubspot Netsuite connector: Syncing customer case communciation
Thanks Kristen.
Unfortunately we are looking for a more automated solution vs csv imports so we may look for an iPaaS solution, but thanks for the suggestion!
I have posting it as a product suggestion so hopefully it gets added to the roadmap as it is a pretty big gap for us, not being able to see the entire customer journey.