Integrations

Use HubSpot's integration with NetSuite (BETA)

Last updated: October 21, 2020

In Beta

Applies to:

All products and plans

Once you've connected your NetSuite account with HubSpot With you can enable contact sync and add existing invoices to HubSpot contact, company and deal records.

Integration requirements

  • You must be a  Super Admin or have App Marketplace permissions in your HubSpot account.
  • The set up steps in NetSuite must be performed by an administrator.

Set up the NetSuite integration

Enable NetSuite features

In order to set up the NetSuite integration you must enable REST Web Services, OAuth 2.0 and Server-side RESTlets in your NetSuite account. 

  • In your NetSuite account, navigate to Setup > Company > Enable Features.
  • In the SuiteScript section, select the Server-side Suitescript checkbox.
  • In the SuiteTalk (Web Services) section, select the REST Web Services checkbox.
  • In the SuiteTalk (Web Services) section, select the REST Record Service (BETA) checkbox.
  • In the Manage Authentication section, select the OAuth 2.0 checkbox.
  • In the International section, select the Multiple Currencies checkbox.

Install the HubSpot connector for NetSuite bundle

  • In your NetSuite account, navigate to Customization > SuiteBundler > Search & Install Bundles.
  • Enter the text HubSpot Connector for NetSuite in the keyword search bar and click Search.
  • In the search results, select HubSpot Connector for NetSuite and then click Install.
search-hubspot-connector%20for%20netsuite
  • In the top left, click Install Bundle, then click OK in the dialog box.
  • When you see a green tick the bundle has been installed successfully.

Assign the HubSpot integration to your users

You will need to assign the HubSpot Connector role to users that can connect the HubSpot integration.

  • In your NetSuite account, navigate to Lists > Employees > Employees > Search.
  • Type the users name and click Submit.
  • Under the user's name click View
  • In the top left, click Edit.
  • Navigate to the Access tab. Under Role search for and select HubSpot Connector. Click Add.
netsuite-user-access
  • In the bottom left, click Save.

Connect the HubSpot integration

  • In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
  • Search for the NetSuite integration, and select NetSuite in the results. In the top right, click Connect app.
  • Once you have confirmed that you've completed the setup steps above, click Confirm.
  • In the dialog box, log in to your NetSuite account.

Please note: you must log in with the user account details that have been granted HubSpot integration permission in your NetSuite account.

  • You will be redirected to the NetSuite settings page.

Using the integration

Turn on contact sync

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  •  In the left panel, navigate to Integrations > Connected apps, then click NetSuite.
  • Click the Contacts tab.
  • To sync NetSuite customers with your HubSpot contacts, click to toggle the switch on.

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  • In the Creating and updating contacts section, use the dropdown menu to decide what happens when associated records are created or updated in NetSuite.

Please note: during the beta, deleting contacts in HubSpot when a customer is deleted in NetSuite will not be possible so the option for Deleting contacts will be automatically set to Do nothing in HubSpot.

  • To view your contact property mappings between NetSuite and HubSpot, navigate to the Contact property mappings tab.

Add an existing invoice to a record

  • In your HubSpot account, navigate to Contacts, Companies or Deals.
  • Click the name of a record.
  • In the right panel, in the Invoices section, click Add existing invoice.
  • Search for and select the checkbox to the left of the invoice. Click Add.
  • The invoices associated with the record are listed in the Invoices section on the record.
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