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annaboateng
Participant

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. 

 

Thanks!

4 Replies 4
WinnieHien
HubSpot Product Team
HubSpot Product Team

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? 

 

 

annaboateng
Participant

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)

 

Thanks!

 

Anna

0 Upvotes
kvlschaefer
Community Manager
Community Manager

Hubspot Netsuite connector: Syncing customer case communciation

Hi @annaboateng,

 

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.

Hi @WinnieHien@FransLeys@DinithiAbeysiri@himanshurauthan - Do you have any insight you can share with @annaboateng? Thank you! 

 

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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annaboateng
Participant

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.

 

Thanks,

 

Anna

0 Upvotes