Connect HubSpot and NetSuite

Connect your HubSpot and NetSuite accounts using HubSpot data sync. After connecting your accounts, you can use a deal-based workflow to create a NetSuite sales order. 

App 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.
• You need at least Operations Hub Starter to create any custom field mappings.

Connect the app

• In your HubSpot account, click the Marketplace icon marketplace in the top navigation bar, then select App Marketplace.
• Click the search bar and enter NetSuite.
• Select NetSuite in the results. 
• In the top right, click Install app.
• A dialog box will appear asking for details of your NetSuite account. You must complete the following steps in your NetSuite account before entering these details:

1. 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 Enable features section, confirm the below features are enabled:
  • Under Analytics, enable Suiteanalyticsworkbook.
  • Under SuiteCloud, enable:
    • Soap web services
    • REST web services
    • Token-based authentication
    • Server suitescript

2. Install the HubSpot sync bundle

• In your NetSuite account, navigate to Customization > SuiteBundler > Search & Install Bundles.
• In the search bar, search for HubSpot Sync Bundle. Then click Install.

Please note: installing the bundle may take up to 5 minutes. When the bundle is installed, there will be a green check in the status column.

3. Assign the HubSpot sync role

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

• In your NetSuite account, navigate to Lists > Employees > Employees > Search.
• Search for the user's name to assign the role to, then click Edit.
• Navigate to the Access tab. Under Role search for and select HubSpot Sync role. Click Add.

• In the bottom left, click Save.

4. Locate your NetSuite Account ID, Access Token ID and Access Token Secret

You will need to add the below details in to the pop-up box in your HubSpot account:

Access your NetSuite Account ID

• In your NetSuite account, navigate to Setup > Integration and then click SOAP Web Services Preferences.
• Your Account ID will be listed in the Primary Information section.

Create an Access Token ID and Access Token Secret

• In your NetSuite account, navigate to Setup > Users/Roles and then click Access Tokens > New.
• Select the application HubSpot Sync and the role HubSpot Sync Role.
• The Token ID and Token Secret will display in the Token Id / secret section.

• Copy your Account ID, Token ID and Token Secret and paste them into the pop-up box in HubSpot.

• Click Connect to NetSuite by Oracle.
• The integration is now successfully set up.

Enable additional features

After connecting your NetSuite account, you must authorize additional NetSuite features to use them in your HubSpot account. This includes features like HubSpot Embed, the sync card, and workflow actions. 

• In your HubSpot account, navigate to Reporting & Data > Integrations.

• Click NetSuite.
• Click the Feature discovery tab.
• In the Enable extra features banner, click Enable. 
  

Configure your sync settings

To turn on data sync: 

• In your HubSpot account, navigate to Reporting & Data > Integrations.
• Click NetSuite.
• Click Set up your sync.
• On the Choose an object to sync page, click the object you want to sync between HubSpot and NetSuite. Review how NetSuite objects sync to HubSpot objects:

To turn off data sync:

• In your HubSpot account, navigate to Reporting & Data > Integrations.
• Click NetSuite.
• Click Actions > Turn off sync.

• In the pop-up box, click Turn off sync.

This will prevent records from the app from syncing from HubSpot, and vice versa. Once the sync has been turned off, you can turn it on again by clicking Edit sync settings. Or, delete the sync. 

After connecting HubSpot and NetSuite, learn how to create a NetSuite sales orders in HubSpot.