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GPFlores15
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Member since ‎Dec 21, 2023
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GPFlores15 on July 12, 2024
Is this possible through the native NetSuite sync?
Solved
GPFlores15 on July 10, 2024
We need to include the customers Billing and Shipping address on the quote so that they can verify if we have the correct address. I created a custom quote but do not see where I can add this. The other alternative is; is it possible for the custo read more
1 upvote
2 Replies
GPFlores15 on July 02, 2024
I built a email template with a personalization token of a custom property from the company record. When I use the email template from the customer object the property populates as expected. When I use the same email template, but sending it from read more
GPFlores15 on June 21, 2024
I want a workflow that will automatically set the Call Type when logging a call, based on the type of object the call is made from. For example, if a call is made from the lead object, I want the Call Type to be set to "Prospecting" which is one of read more
0 upvote
1 Reply
05994 on May 18, 2023
There are customer notes in Hubspot. There are customer notes in NetSuite. Seems like the option to sync them should exist in the NetSuite integration.
2 upvotes
4 Replies
Participant
March 28, 2024
Is there any updates to this? We also need Notes to sync between NetSuite and HubSpot.
Solved
JCarolan on February 09, 2024
Hi We have set up the native connection between Netsuite and HubSpot in order to send closed won deals to Netsuite as sales orders. We have this working however we would like to map custom fields in HubSpot from the deal record to a Netsuite custom read more
Participant
March 13, 2024
Did you accomplish this through a workflow on the NetSuite side?
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