APIs & Integrations

BrunoD
Member

Financial info from Oracle NetSuite into HubSpot

Any ideas on how to bring financial information (not contacts) from NetSuite into a company account in HubSpot.  Want to show, in HubSpot, the income, payments and credits recorded in the client account within NetSuite?  This would help a sales associate see the business being done with a company without needing to ask finance for the information.

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3 Replies 3
WinnieHien
HubSpot Product Team
HubSpot Product Team

Financial info from Oracle NetSuite into HubSpot

Hi @BrunoD, we recently added one-way Invoice sync from NetSuite into HubSpot. NetSuite Opportunities to HubSpot Deals sync is also available. Does this help with that you're looking to achieve?

 

Invoice sync into HubSpotInvoice sync into HubSpot

 

We're looking at other ways to bring Financial data from NetSuite into HubSpot. If you're open to chatting, would love to connect! 

Phil_Vallender
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Financial info from Oracle NetSuite into HubSpot

Hi @BrunoD 

 

This sounds like an excellent application for the CRM extensions API

 

Let me know if you need help with that.

 

Hope this helps.

 

 

Phil Vallender | HubSpot Website Agency
BrunoD
Member

Financial info from Oracle NetSuite into HubSpot

Hi.  Have you transfered financial information from NetSuite into HubSpot with the company tab in HubSpot showing invoices raised, payments received and any adjustments including currency?  thanks

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