HubSpot & NetSuite Integration

WHY INTEGRATE

Remove data silos between your CRM and ERP.

When sales and finance operate in disconnected systems, decisions are slower and errors compound. A HubSpot–NetSuite integration aligns your revenue teams on the same data. Sales gains visibility into order status and financial commitments. Finance sees deal context and pipeline velocity. Operations executes faster because customer and order data flows without manual intervention.

Explore our approach See case studies

WHAT WE CONNECT

Seamless data flows across your entire revenue stack.

We map and synchronise the core objects that drive your business, with control over what flows and when. HubSpot stays your CRM. NetSuite remains your ERP. The integration bridges them.

Contacts & Companies

Customer records, account hierarchies, and contact details flow bidirectionally. Keep HubSpot as your source for new contacts; maintain NetSuite as the master for customer master data.

Deals & Sales Orders

Sales deals created in HubSpot automatically generate sales orders in NetSuite. Deal closure triggers order and fulfillment workflows without manual data re-entry.

Invoices & Financial Records

Once orders fulfil in NetSuite, invoices sync back to HubSpot. Sales teams see payment status and invoice history directly in their opportunity records.

Support Cases & Service History

Cases logged in HubSpot link to customer accounts and orders in NetSuite, giving support teams full context without switching platforms.

Tasks & Workflow Automation

HubSpot workflows trigger NetSuite actions: auto-create orders, update inventory, send fulfillment confirmations. Reduce manual handoffs between teams.

Inventory & Product Data

NetSuite inventory levels, assembly items, and resale product data inform HubSpot quotas and forecasts. We work within HubSpot’s current product object capabilities.

Native connector plus custom orchestration—your choice.

We deploy a hybrid model tailored to your complexity. For straightforward syncs of contacts, companies, and deals, the native HubSpot NetSuite connector is often sufficient. For advanced requirements—custom field mapping, conditional logic, order-to-invoice automation with inventory checks—we build middleware orchestration via APIs. Either way, you retain control of what syncs, how often, and which fields participate.

Discuss your architecture

Outcomes that matter: speed, accuracy, visibility.

Sales teams stop waiting for order confirmations and invoice data. Finance gains real-time visibility into deal progression and revenue recognition. Operations execute orders faster because customer and product data is accurate and already in place. Manual data entry errors drop sharply. Your forecast is no longer a guess—it reflects actual order and fulfillment status from NetSuite.

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OUR FRAMEWORK

Four pillars of successful ERP–CRM alignment.

We ensure your integration is robust, scalable, and aligned to your team workflows.

Data Governance

Define which objects sync, in which direction, and under what conditions. Implement validation rules to catch issues before they corrupt NetSuite. Maintain an audit trail of all sync activities.

Custom Orchestration

Beyond native sync: complex field mapping, conditional branching, and multi-step workflows. If a deal moves to a certain stage, automatically create an order, adjust inventory, and notify finance.

Managed Deployment

We architect the integration, validate data quality, train your teams, and run it smoothly. Most simple integrations go live in 2 weeks; complex custom work takes 6–8 weeks.

Ongoing Support

Monitor sync health, troubleshoot misalignments, add new objects or workflows as your business grows. We ensure the integration doesn’t disrupt your existing NetSuite operations.

TESTIMONIALS

Client Testimonials

MO Agency has been instrumental in helping us implement HubSpot with custom API integrations, providing exceptional service throughout the process.

We are very pleased with the service received. All automations were successfully created and working exactly as specified.

Very friendly and knowledgeable team! They helped us enormously with our integration requests. Highly recommended.

Reviews from the HubSpot Partner Directory. View them all.

CASE STUDY

From manual reconciliation to real-time revenue visibility.

A B2B SaaS company was losing two days a week to manual order entry and invoice reconciliation. We implemented a HubSpot–NetSuite integration with automated deal-to-order workflows and real-time invoice sync. Within four weeks, they eliminated manual order entry. Sales got instant visibility into fulfillment status. Result: 40 hours recovered per month. Zero order-entry errors. Revenue reporting now single-sourced.

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How long does a HubSpot–NetSuite integration take?

A straightforward integration of contacts, companies, and deals typically goes live in 2 weeks. If you need advanced custom workflows, conditional field mapping, and order-to-invoice orchestration, expect 6–8 weeks.

Do you use the native HubSpot NetSuite connector or custom APIs?

We assess your needs and recommend the best approach. The native connector is reliable for core objects. For complex logic, conditional branching, and multi-step workflows, we build custom middleware. Most clients benefit from a hybrid model.

Will the integration disrupt our existing NetSuite setup?

No. NetSuite remains your ERP system of record. The integration runs alongside your existing workflows without modifying core NetSuite logic, customisations, or user processes.

Can we control what data syncs?

Absolutely. You decide which objects sync (contacts, deals, invoices, cases, tasks, inventory), which fields participate, and how often sync runs. We configure field mapping according to your data requirements.

What happens if data gets out of sync?

We implement validation rules and automated reconciliation checks. If a discrepancy occurs, our monitoring alerts your team. We also maintain detailed audit logs so you can trace when and how data changed.

How does this integration affect our HubSpot product object?

HubSpot’s product object is still evolving compared to NetSuite’s inventory management. We work within HubSpot’s current capabilities and recommend treating NetSuite as the master for inventory, assemblies, and complex product data.

HubSpot

Demand Generation

CRM & RevOps

Digital Experience

Innovation & AI

NetSuite and HubSpot: One source of truth for sales and finance.

Synchronise customer data, sales orders, and invoices in real time. Let your sales team operate from HubSpot whilst your finance and operations teams work seamlessly in NetSuite.

Remove data silos between your CRM and ERP.