CRM

MDiaz705
Participant

Ability to copy Record IDs in a workflow

SOLVE

HubSpot is new to my organization and we are slowly migrating towards it being the CRM source of truth. The integration is set up between our old CRM (NetSuite) and HubSpot, but the team is still working primarily out of NetSuite. While we work some kinks out, I need an easy way to make mass updates to HubSpot Companies so they reflect the proper associated record in NetSuite. Because of that, I have considered the following steps: 

 

  1. Create a new NetSuite field on Company Records called HubSpot Record ID.
  2. Map HubSpot's Record ID field to the new NetSuite field.
  3. When needed, export reports from NetSuite including any pertinent fields and the HubSpot Record ID field.
  4. HubSpot uses that field to map to existing records.

With this, I can export reports from NetSuite and include that custom record ID field. Any thoughts on this process? I am hoping to find a solution without using a developer.

 

Thanks!

0 Upvotes
2 Accepted solutions
ArisudanTiwari
Solution
Guide | Gold Partner
Guide | Gold Partner

Ability to copy Record IDs in a workflow

SOLVE

Hi @MDiaz705 ,

Exporting HubSpot Companies along with their Record IDs, then mapping those IDs to a custom field in NetSuite for record matching, is the most effective no-code approach.

You can include the "Record ID" field in your Company view or export list from HubSpot. While HubSpot currently doesn’t allow copying Record IDs into another property via workflows, they can be used in exports/imports for accurate data mapping.

So for now, your manual method of exporting from HubSpot (with Record IDs) and importing into NetSuite is the best available workaround until HubSpot introduces native support for using Record IDs in workflows.

You can also check Hubspot knowledgebase and community links for more details:
https://knowledge.hubspot.com/import-and-export/import-objects

https://blog.hubspot.com/customers/working-around-workflows

https://community.hubspot.com/t5/CRM/Workflow-copy-content-from-one-property-to-another/m-p/851580

If my reply answered your question, please mark it as a solution to make it easier for others to find.


Cheers!

Arisudan Tiwari
HubSpot Advisor



Grazitti

View solution in original post

RubenBurdin
Solution
Top Contributor

Ability to copy Record IDs in a workflow

SOLVE

@MDiaz705 welcome to the community.

Dealing with dual CRMs during a migration is tricky, and without dev support, it’s even more critical to find a clean workaround that won’t break data or waste ops time.

Your idea to store HubSpot Record IDs in NetSuite and map them back for mass updates is solid. It’s a workaround we’ve seen work well for teams who are still bridging between legacy and new systems without needing developers.

Here’s how you can do it without breaking your back or hiring custom code:

1. In HubSpot, use a workflow to copy the Company Record ID into a custom property (e.g., hubspot_record_id) so it’s available for syncing.
2. Create a corresponding custom field in NetSuite to receive that HubSpot ID (make sure it’s set to external ID if you want to map back easily).
3. In your iPaaS (if you use one) or CSV export/import cycle, pull reports from NetSuite including this HubSpot ID field, so you can match it back to existing companies.
4. On HubSpot’s side, import updates using that ID as a matching key, not email or domain—avoids mismatches.
5. If you’re using Operations Hub Pro/Enterprise, consider setting up a data sync but disable create/new record so you avoid duplication during this phase.

P.S. We actually built StackSync for exactly this kind of migration pain—real-time, two-way sync between HubSpot and NetSuite, with ID tracking and mapping handled automatically. It can track custom associations, sync millions of records in seconds, and even trigger workflows from field changes.

If you go that route, we support intermediate database setups to bridge differing models between CRMs and ERPs (NetSuite tends to be opinionated with customer records). 

Hope this helps.


 
 
 
Did my answer help? Please mark it as a solution to help others find it too.

Ruben Burdin Ruben Burdin
HubSpot Advisor
Founder @ Stacksync
Real-Time Data Sync between any CRM and Database
Stacksync Banner

View solution in original post

2 Replies 2
RubenBurdin
Solution
Top Contributor

Ability to copy Record IDs in a workflow

SOLVE

@MDiaz705 welcome to the community.

Dealing with dual CRMs during a migration is tricky, and without dev support, it’s even more critical to find a clean workaround that won’t break data or waste ops time.

Your idea to store HubSpot Record IDs in NetSuite and map them back for mass updates is solid. It’s a workaround we’ve seen work well for teams who are still bridging between legacy and new systems without needing developers.

Here’s how you can do it without breaking your back or hiring custom code:

1. In HubSpot, use a workflow to copy the Company Record ID into a custom property (e.g., hubspot_record_id) so it’s available for syncing.
2. Create a corresponding custom field in NetSuite to receive that HubSpot ID (make sure it’s set to external ID if you want to map back easily).
3. In your iPaaS (if you use one) or CSV export/import cycle, pull reports from NetSuite including this HubSpot ID field, so you can match it back to existing companies.
4. On HubSpot’s side, import updates using that ID as a matching key, not email or domain—avoids mismatches.
5. If you’re using Operations Hub Pro/Enterprise, consider setting up a data sync but disable create/new record so you avoid duplication during this phase.

P.S. We actually built StackSync for exactly this kind of migration pain—real-time, two-way sync between HubSpot and NetSuite, with ID tracking and mapping handled automatically. It can track custom associations, sync millions of records in seconds, and even trigger workflows from field changes.

If you go that route, we support intermediate database setups to bridge differing models between CRMs and ERPs (NetSuite tends to be opinionated with customer records). 

Hope this helps.


 
 
 
Did my answer help? Please mark it as a solution to help others find it too.

Ruben Burdin Ruben Burdin
HubSpot Advisor
Founder @ Stacksync
Real-Time Data Sync between any CRM and Database
Stacksync Banner
ArisudanTiwari
Solution
Guide | Gold Partner
Guide | Gold Partner

Ability to copy Record IDs in a workflow

SOLVE

Hi @MDiaz705 ,

Exporting HubSpot Companies along with their Record IDs, then mapping those IDs to a custom field in NetSuite for record matching, is the most effective no-code approach.

You can include the "Record ID" field in your Company view or export list from HubSpot. While HubSpot currently doesn’t allow copying Record IDs into another property via workflows, they can be used in exports/imports for accurate data mapping.

So for now, your manual method of exporting from HubSpot (with Record IDs) and importing into NetSuite is the best available workaround until HubSpot introduces native support for using Record IDs in workflows.

You can also check Hubspot knowledgebase and community links for more details:
https://knowledge.hubspot.com/import-and-export/import-objects

https://blog.hubspot.com/customers/working-around-workflows

https://community.hubspot.com/t5/CRM/Workflow-copy-content-from-one-property-to-another/m-p/851580

If my reply answered your question, please mark it as a solution to make it easier for others to find.


Cheers!

Arisudan Tiwari
HubSpot Advisor



Grazitti