Last updated: March 2, 2023
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 Marketplace icon in the main navigation bar. Under Manage, select Connected apps.
- Click NetSuite.
- Click the Feature discovery tab.
- 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 latout
- In NetSuite, hover over the Customization tab and click SuiteBundler > Search & Install Bundles > List.
- Search for HubSpot Sync Bundle and install version 1.5.
- After the bundle has been installed, HubSpot information will automatically be added to contact, accounts, and opportunity page layouts in NetSuite.
- Click the Timeline tab to view activities on the object record's timeline such as emails received, forms submitted and meetings attended.
- Click the Workflows tab to view any workflows that the object record is enrolled in or enroll a record in a workflow.
- Click the HubSpot Properties tab to view all HubSpot object properties and record associations.
