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Embed HubSpot data into a NetSuite layout

Last updated: February 28, 2024

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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, navigate to Reporting & Data > Integrations.
  • 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 BundlesList.
  • 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 > CompanyGeneral 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. 



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