NetSuite Opportunity Integration - Custom Form

CRM & Sales CRM
1

Hi all,

I am working through the integration between NetSuite Opps and HubSpot Deals. For one deal I was able to integrate from HubSpot into NetSuite, I notice it created the Opportunity in NetSuite using the “Standard Opportunity” form and not one of our custom forms.

Using the standard HubSpot/NetSuite integration, is there a way to specify which form is used when the integration occurs?

2

Hey @MDiaz705, thank you for posting in our Community!

With the standard HubSpot/NetSuite integration, the integration typically uses the default “Standard Opportunity” form.

To use a custom form, you may need to adjust the integration settings or customize the integration using NetSuite’s Suite Script or HubSpot’s API to map the custom form during data sync. More information here.

Kindly,

Pam

3

Hi @PamCotton ,

Thanks for the insight. Any guidance on what integration settings would help with altering the selected form?

4

Hi, did you manage to find a way around this?

5

Hi @MDiaz705,

I noticed that there’s already an internal ticket open with our team for this topic. To avoid duplicating efforts, I kindly ask you to continue your interactions with them. If you have more questions regarding this topic, you can address them with the team on the same ticket.

Thank you!

Diana

6

@DianaGomez , Can you show me what ticket is open? I viewed my support inbox and I do not have any tickets open.

7

Hi @MDiaz705,

Sure thing, I’ll send you the information and a screenshot via DM.

Best,

Diana

8

You’re right @MDiaz705 , the HubSpot–NetSuite native integration defaults to the Standard Opportunity form.
Out of the box there isn’t a setting in HubSpot where you can point the sync to a custom NetSuite form. If your team must have the opportunity land on a custom form, the usual options are SuiteScript on the NetSuite side (to remap the record after creation), or standing up a small middleware/API flow where HubSpot sends the deal and your script/API call specifies the right form ID before insert.
That’s the cleanest way to avoid having users manually switch forms afterward.

For what it’s worth, we actually built Stacksync to handle this kind of gap.
Our two-way sync can sit between HubSpot and NetSuite, map custom forms or objects, and still keep everything consistent in real-time.
Teams often replace brittle SuiteScripts with this and cut the maintenance work by 40% or more.
If you’d like, I can share how a quick pilot would look

Hope this helps.

9

Hi.

I am wondering if there is any update on using the NetSuite custom forms? All the active forms in NetSuite are marked as “Preffered” I think hubspot should use those as default and have the posibility for customers to be able to select others if needed.

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10

Hi @jarsoga,

Thanks for jumping in here!

I couldn’t find an answer for you by looking at the Netsuite integration page or our [connection guide. ](https://Connect HubSpot and NetSuite)If you find this is still not solvable, then I’d encourage you to consider creating a post on our Ideas Forum.

In the meantime, tagging in a few of our Top Contributors to see if they’ve come across this:

Hey @RubenBurdin, @SanjayKumar, @GRajput -- Do you have any suggestions for @jarsoga on this?

Thanks in advance!

Sam, Community Manager