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HubSpot + NetSuite

Unify Your ERP and CRM for Streamlined Operations

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Getting Started

What is NetSuite? 

NetSuite is an Enterprise Resource Planning (ERP) software that helps businesses manage backend operations like finance, accounting, inventory, and supply chain. It’s especially popular among companies that need a powerful system to handle large amounts of financial data, multiple products, or complex logistics. NetsSuite as a tool, empowers businesses to gain full visibility into their financial and operational data.

Why is NetSuite important to HubSpot customers?

Integrating NetSuite with HubSpot allows businesses to seamlessly connect their ERP (back-end operations) with their CRM (customer-facing operations). This means go-to-market teams (sales, marketing, service) gain access to deeper and better insights, streamlined workflows, and ultimately more efficient processes overall.

Key Terms You Should Know

ERP (Enterprise Resource Planning)  Software that manages backend business functions like accounting, inventory, and finance.
iPaaS (Integration Platform as a Service)  A platform that connects different software systems, like HubSpot and NetSuite, to help them work together seamlessly.
SuiteApps Third-Party applications available in NetSuite's marketplace to enhance its capabilities.
CPQ (Configure, Price, Quote) Tools that help sales teams create accurate quotes quickly by integrating pricing and inventory data.

The Integration

How to Integrate NetSuite with HubSpot

There are several options for integrating NetSuite with HubSpot, ranging from simple setups to more complex, custom integrations depending on the company’s needs.

 

Integration Options

HubSpot Data Sync

(HubSpot Marketplace Integration)

 NetSuite Suite Apps

(Pre-Built Integrations)

iPaaS Platforms

(Zapier, Make, Celigo, Boomi, Workato)) 

 Custom API Integration

(Most Flexible)
Best for: Small companies with straightforward needs Best for: Companies wanting a quick integration through trusted third-party apps. Best for: Companies
with growing needs that require more flexibility but don't want to develop a custom solution. 		 Best for: Companies with unique or complex requirements. 
Pros: Simple setup; syncs basic data like contacts and orders. Pros: Designed specifically for NetSuite; easier to install and manage without much technical expertise. Pros: Can handle more complex integrations,
supports multiple data sources, easy set up with an intuitive interface. 		 Pros: Fully customizable, meeting any advanced business needs. 
Cons: Limited customization and scalability. Cons: May not cover all custom requirements. Dependent on 3rd provider for updates + support. Cons: Subscription fees can be costly depending on complexity + volume
and some technical knowledge is necessary. 		 Cons: Requires a development team; costly and time consuming and costly to maintain. 

Marketing Use Cases + Integration Types

Utilize purchase history and inventory levels to drive strategy

Customer Segmentation Based on Purchase History

  • Scenario: Marketers want to segment customers using purchase history from NetSuite.
  • Solution: Sync detailed transaction data from NetSuite to HubSpot via iPass or SuiteApps for tailored campaigns. For
    advanced needs like real-time data or multi-source integration, a custom API may be required.
  • Benefit: This enables personalized, timely campaigns that boost engagement, drive repeat purchases, and improve retention, revenue, and marketing ROI.
Segmented Email Campaigns Based on Purchase Behavior (1)
Inventory-Based Promotions_

Inventory-Based Promotions

  • Scenario: Real-time inventory data from NetSuite triggers HubSpot promotions to move excess stock and balance inventory
  • Solution: Sync inventory data with HubSpot using iPaaS or a
    custom API to trigger automated campaigns when stock hits set thresholds, ensuring timely promotions.
  • Benefit: This improves sales efficiency, reduces excess stock, and frees warehouse space for high-demand items through targeted campaigns.

Sales Use Cases + Integration Types

Build the sales engine that works for you 

Real-Time Inventory + Pricing Data

  • Scenario: Sales teams need real-time NetSuite inventory and pricing data to create accurate HubSpot quotes.
  • Solution: Use iPaaS or a custom API to sync NetSuite data with HubSpot, ensuring quotes reflect real-time inventory and pricing.
  • Benefit: This ensures accurate, error-free quotes, speeds up the sales cycle, and improves customer trust and experience, boosting deal closures.
Real-Time Inventory & Pricing
CPQ

CPQ (Configure, Price, Quote)

  • Scenario: Sales teams need to generate accurate quotes for complex product configurations. NetSuite’s CPQ tools integrated with HubSpot simplify this process and reduce errors.
  • Solution: Use iPaaS to automate quoting and keep pricing/configurations current. For specific pricing needs, a Custom API can tailor the CPQ process.
  • Benefit:  This streamlines quoting, shortens approval times, and accelerates deal closures, boosting efficiency and customer satisfaction.

Customer Success Use Cases + Integration Types

Leverage important insights to prioritize customer needs

Service History Tracking

  • Scenario: Customer Success teams need full service and support history to provide tailored assistance. Syncing NetSuite data into HubSpot ensures they’re informed about every interaction.
  • Solution: Use SuiteApps or iPaaS to sync support tickets and account history in real-time, making data accessible directly in HubSpot’s Service Hub.
  • Benefit: This enables faster, personalized responses, enhancing customer satisfaction and boosting retention rates.
Service HIstory Tracking (1)
Subscription Renewal Automation (1)

Subscription Renewal Automation

  • Scenario: Manual subscription renewals risk missed deadlines and frustrated customers. Automating renewals with NetSuite data ensures timely notifications for customers.
  • Solution: Integrate NetSuite with HubSpot via iPaaS or a custom integration to automate reminders, emails, and account manager tasks for renewals.
  • Benefit: Proactive renewal management reduces churn, boosts retention, and strengthens customer relationships, fostering loyalty and steady revenue.

Account Health Monitoring

  • Scenario: Monitoring account health is key to preventing customer loss. Integrating NetSuite with HubSpot helps track financial indicators and flag at-risk accounts.
  • Solution: Sync payment history and invoices via iPaaS or a Custom API to trigger alerts or workflows for proactive outreach.
  • Benefit: Timely interventions reduce churn, improve customer satisfaction, and strengthen long-term loyalty.
Account Health Monitoring (1)

       

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