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.
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 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!
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