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HubSpot-NetSuite Integration:

Unify your CRM data, unlock e-marketing growth, and achieve full control with NetSuite-HubSpot Integration

Synchronize essential data, optimize your marketing and sales cycle, and gain deeper customer understanding. Integrate deals, companies, contacts, and opportunities across HubSpot and NetSuite. This automation unifies marketing and sales with operations and accounting, delivering complete oversight, clarity, and an improved lead-to-cash workflow.

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A Free Trial is available for 30 days, which includes one free consulting session for half an hour if requested during the 30-day trial period.

Integrate Critical Business Data

Create a single source of truth for your business with the Excelym.IO NetSuite-HubSpot integration. By synchronizing key data between NetSuite and HubSpot, you can unify your ERP and CRM, eliminate manual data entry, and give your teams access to accurate, real-time information.

Streamlined Data Synchronization

Automatically synchronize customer, contact, and deal information between NetSuite and HubSpot in real-time, ensuring both systems are always up-to-date.

Improved Lead-to-Cash Process

Enhance the lead-to-cash workflow by bridging the gap between marketing, sales, and finance teams for a seamless handoff and accurate order-to-cash tracking.

Enhanced Customer Insights

Access comprehensive customer profiles by combining marketing, sales, and financial data, empowering teams to make informed decisions and personalize interactions.

Reduced Manual Effort

Eliminate time-consuming and error-prone manual data entry, freeing up resources to focus on high-impact tasks.

Accurate Sales and Revenue Reporting

Generate more accurate and insightful reports with real-time connections between sales pipeline data in HubSpot and revenue information in NetSuite.

Improved Customer Support

Equip customer service teams with complete lifecycle data, enabling them to address inquiries and resolve issues faster.

Optimized Marketing Campaigns

Enhance marketing efforts by leveraging NetSuite financial data to refine audience segmentation and campaign targeting.

Better Scalability

Support growth without data silos by maintaining an integrated ecosystem that adapts as your operations expand.

Common Integrations Between HubSpot and NetSuite

Create a single source of truth for your business with the Excelym.IO NetSuite-HubSpot integration. By synchronizing key data between NetSuite and HubSpot, you can unify your ERP and CRM, eliminate manual data entry, and give your teams access to accurate, real-time information.

Customer & Contact Information

Achieve a complete 360-degree view of your customers, contacts, and associated billing accounts. Ensure consistent and up-to-date client data across sales, marketing, and financial operations.

Product Catalog

Keep your product details, pricing, and inventory synchronized across both platforms, guaranteeing accuracy in every quote, order, and marketing campaign.

Opportunities & Sales Orders

Automate the flow from sales opportunities created in HubSpot directly into sales orders in NetSuite, accelerating your sales cycle and reducing manual errors.

Subscriptions

For recurring revenue models, we manage the seamless flow of subscription data, enabling accurate billing, renewals, and customer lifecycle management.

Invoices & Financial Information

Ensure financial accuracy and streamline reporting by integrating invoice details and other critical financial data between NetSuite and HubSpot.

Use Case for SaaS Companies:
Streamlined Subscription Management

Picture Imagine a SaaS company offering cloud-based project management tools. They use HubSpot for marketing and sales and NetSuite for finance and operations, operating on a subscription model.

With the integration in place, when a sales representative closes a new deal in HubSpot, the integration automatically transfers the customer’s subscription data, such as plan type, billing cycle, and pricing, to NetSuite. This seamless transfer eliminates the need for manual data entry, reducing the risk of errors or delays. Once the information is in NetSuite, the system can generate accurate invoices, and ensure proper revenue recognition and financial reporting.

Additionally, if a customer upgrades their subscription plan or renews, the integration syncs the updated information between both platforms in real time. This ensures the customer-facing team in HubSpot has a complete view of the subscription lifecycle, enabling better customer support and retention strategies. By connecting these systems, the SaaS company enhances operational efficiency, improves data accuracy, and delivers a superior customer experience.

Contact us

Learn more about the HubSpot-NetSuite integration. Contact us if you need more information about the features and/or requirements of this integration.

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    Systems To Connect

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    Experience Excelym.IO

    Connectors

    • NetSuite - Salesforce
    • NetSuite - Shopify
    • NetSuite - ServiceNow
    • CRM
    • eCommerce
    • ERP

    Resources

    Customer Journey

    Partners

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    AICPA SOC 2

    Excelym has achieved SOC 2 certification from the AICPA after meeting the five trust service criteria: security, availability, processing integrity, confidentiality, and privacy.

    Data Privacy Framework Program

    Excelym is certified with the EU-U.S. Data Privacy Framework (including its UK Extension), adhering to the data privacy principles of the Data Privacy Framework Program.

    Cyber Security and Data Insured

    Excelym is insured by certain underwriters of Lloyd's of London, committing to provide clients with general, professional, cyber security and multimedia liabilities coverage.

    Need help with NetSuite?

    Grow with Staff Augmentation

    Excelym.IO is a product of Excelym, an official Oracle NetSuite Alliance Partner.

    Excelym.IO is an iPaaS/Integration Platform as a Service solution built and delivered by Excelym. The platform supports a variety of integrations from eCommerce & 3PL platforms, to other market leading applications such as SalesForce and Concur. The solution is fault tolerant, robust, and vetted from years of development and usage by our customers.

    548 Market Street, #64083
    San Francisco,  CA 94104
    USA
    info@excelym.com

    Twitter Facebook-f Linkedin

    Experience Excelym.IO

    Connectors

    • NetSuite - Salesforce
    • NetSuite - Shopify
    • NetSuite - ServiceNow
    • CRM
    • eCommerce
    • ERP

    Resources

    Customer Journey

    Partners

    Twitter Facebook-f Linkedin

    Need help with NetSuite?

    Grow with Staff Augmentation

    AICPA SOC 2

    Excelym has achieved SOC 2 certification from the AICPA after meeting the five trust service criteria: security, availability, processing integrity, confidentiality, and privacy.

    Data Privacy Framework Program

    Excelym is certified with the EU-U.S. Data Privacy Framework (including its UK Extension), adhering to the data privacy principles of the Data Privacy Framework Program.

    Cyber Security and Data Insured

    Excelym is insured by certain underwriters of Lloyd's of London, committing to provide clients with general, professional, cyber security and multimedia liabilities coverage.

    Excelym.IO is a product of Excelym, an official Oracle NetSuite Alliance Partner.

    Excelym.IO is an iPaaS/Integration Platform as a Service solution built and delivered by Excelym. The platform supports a variety of integrations from eCommerce & 3PL platforms, to other market leading applications such as SalesForce and Concur. The solution is fault tolerant, robust, and vetted from years of development and usage by our customers.

    548 Market Street, #64083
    San Francisco,  CA 94104
    USA
    info@excelym.com

    Experience Excelym.IO

    Connectors

    • NetSuite - Salesforce
    • NetSuite - Shopify
    • NetSuite - ServiceNow
    • CRM
    • eCommerce
    • ERP

    Resources

    Customer Journey

    Partners

    Twitter Facebook-f Linkedin

    Need help with NetSuite?

    Grow with Staff Augmentation

    AICPA SOC 2

    Excelym has achieved SOC 2 certification from the AICPA after meeting the five trust service criteria: security, availability, processing integrity, confidentiality, and privacy.

    Data Privacy Framework Program

    Excelym is certified with the EU-U.S. Data Privacy Framework (including its UK Extension), adhering to the data privacy principles of the Data Privacy Framework Program.

    Cyber Security and Data Insured

    Excelym is insured by certain underwriters of Lloyd's of London, committing to provide clients with general, professional, cyber security and multimedia liabilities coverage.


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      NetSuiteSalesforceShopifyServiceNowQuickbooksOther



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      How many data objects or flows would your integration involve?


      * Data objects/flows are the items to be integrated following project requirements (e.g. SF Accounts & NS Customers)

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      How many real-time data integration(s) are needed?


      * Real-time data integration is a specific rule in your integration which updates a record in one application when an input is also made on its system integration couterpart. Like when a customer makes a purchase on your ecommerce page your CRM will also be updated automatically/ in real-time.

      1234+



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