Embed HubSpot data into a NetSuite layout

After connecting HubSpot and NetSuite, you can embed HubSpot data into a NetSuite layout. This allows you to view information from a HubSpot contact, company or deal record directly on a NetSuite layout. 

This window displays HubSpot timeline activities such as emails logged, workflows the record is enrolled in, and record properties. It also includes a link to the HubSpot record. 

Turn on HubSpot Embed

• In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
• Click NetSuite. 
• Click the Feature discovery tab.
• In the Enable extra features banner, click Enable. 
• Click Install HubSpot Embed. 
• In the dialog box, click Install. 
• Review the necessary permissions, then click Accept. You will be redirected back to HubSpot.
• Once HubSpot Embed has been installed, click Close.
• After installing HubSpot Embed in HubSpot, log into your NetSuite account. 

Embed HubSpot into a NetSuite layout

• In NetSuite, hover over the Customization tab and click SuiteBundler > Search & Install Bundles > List.
• Search for HubSpot Sync Bundle and install it. 
• After the bundle has been installed, HubSpot information will automatically be added to contact, accounts, and opportunity page layouts in NetSuite. 
• To adjust the HubSpot Embed window:
  • In your NetSuite account, click Setup > Company > General Preferences.
  • Scroll down to the Custom Preferences section and enter the HubSpot Embed Width and HubSpot Embed Height. A minimum height of 600 pixels is recommended.

Explore HubSpot Embed features

With the HubSpot Embed, you can:

• View the record's timeline and any associated objects in NetSuite. 
• Enroll the record in a workflow and view any previous workflow enrollments.
• View the record's properties and property history.
• Directly book meetings in HubSpot through NetSuite. 
• Enroll contacts in a sequence through NetSuite.