April 10, 2019
At SyncSmart, we've helped countless customers integrate their HubSpot and NetSuite platforms. During this time we’ve refined our process — and noted several things that make the integration process much smoother. Here’s everything you need to know about a NetSuite integration, including three critical elements you should know to make your integration go smoothly.
NetSuite is an example of a popular cloud CRM and ERP software program. The unified business management suite encompasses ERP, other financials, CRM, and e-commerce in one package.
A NetSuite HubSpot integration combines the capabilities of your NetSuite account (CRM, ERP, financials) with the capabilities of HubSpot’s CRM. Most often during integrations, we see clients wanting to integrate the CRM components of NetSuite, with other customized needs that pull from NetSuite’s other functionalities.
By joining the power of NetSuite with HubSpot, your company can boost sales productivity by ensuring your sales, customer service, and marketing teams are working tandem.
When you integrate NetSuite with HubSpot, all of HubSpot’s lead intelligence data is delivered directly into native NetSuite fields. Your new leads will sync into NetSuite, based on your preferences.
You can also sync all of your NetSuite customer data to HubSpot so valuable information like customer status, assigned sales representative, and other key data points are visible to both your sales and marketing team. They can then use the information for lead scoring, smart lists, workflows, personalization and more. Because of this, both sales and marketing will have a better picture of what’s happening with leads and customers.
For a full list of which objects map between systems, visit our product page.
Before beginning a NetSuite HubSpot integration project, there are three essential things to know beforehand to make the process as smooth as possible.
As mentioned, NetSuite is robust. Companies use the platform in a variety of ways, from purely accounting purposes to CRM resources, all the way to ERP linked to human resources. That means, before you even think about integrating, you need to be able to know for sure how your business is utilizing NetSuite.
If you don’t know your team’s internal use of NetSuite, you won’t be able to aid in an integration process. After all, there is no “one-size fits all” when it comes to any integration. Therefore, it’s best to sit down with the key players of your business and determine precisely how NetSuite is deployed throughout the company and what you hope to achieve with an integration.
Once you determine how your company uses NetSuite, you may quickly realize that not all of that data needs to sync into HubSpot. In fact, in our experience, we find many NetSuite users wanting to sync all of their data – which effectively slows down your integration project as a whole.
So, what data do you need to sync to HubSpot? The purpose of integration is to align your sales and marketing efforts to boost your business’s bottom line. That means you should be focusing on syncing information that’s useful for marketing to help sales and sales to help marketing.
Examples of record types we see in common integrations include:
When working with the SyncSmart implementation team, you will need to provide your user credentials to both HubSpot and NetSuite. Ideally, this should happen as soon as possible to keep the project moving.
After receiving access to your systems, our implementation team can begin configuring the integration. This includes authenticating HubSpot, NetSuite, installing the NetSuite bundle, and installing the SyncSmart app itself.
The buildout of your NetSuite integration depends mainly on how customized your project is. A standard, “out-of-the-box” integration takes anywhere from 6 to 8 weeks. We define “out-of-the-box” as a bi-directional integration that syncs standard field mappings, like customers, contacts, opportunities.
An integration that involves custom field mappings – or any custom work – may take additional time.
Before beginning any project, it’s important to know beforehand how your company uses NetSuite, what data you need to sync, and how long it may take. By taking our information and tips into account, your integration will go smoothly. So, if you’re ready to get your NetSuite HubSpot integration project started, you can schedule a consultation with us.
