CRM

MDiaz705
Member

NetSuite Opportunity Integration - Custom Form

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?

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5 Replies 5
DianaGomez
Community Manager
Community Manager

NetSuite Opportunity Integration - Custom Form

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


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MDiaz705
Member

NetSuite Opportunity Integration - Custom Form

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

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DianaGomez
Community Manager
Community Manager

NetSuite Opportunity Integration - Custom Form

Hi @MDiaz705,

 

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

 

Best,

Diana


HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
Learn More.


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuarciones!
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PamCotton
HubSpot Employee
HubSpot Employee

NetSuite Opportunity Integration - Custom Form

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

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MDiaz705
Member

NetSuite Opportunity Integration - Custom Form

Hi @PamCotton ,

 

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

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