How to Set Up a NetSuite and HubSpot Integration in Under 15 Minutes

NetSuite to HubSpot Sync: Step-by-Step Guide

Here's your new reality: You're about to set up a bidirectional sync between NetSuite and HubSpot faster than it takes to grab lunch. 

Step 1: Connect NetSuite and HubSpot

Our implementation team will assist you in installing and authorizing our NetSuite and HubSpot Integration. We install a quick bundle, help you map your fields, set up any filters, and run a historic sync.  

Here's what's next: After implementations, you log into our app and are instantly greeted with our simple-to-navigate user interface (UI). You'll see options for your object mappings. Our tool recommends mappings based on your systems; alternatively, you can select and choose which ones make sense for your company and budget. Everything is done quickly and simply from this front end.

What just happened? You connected two enterprise systems in less time than it takes to write an email about connecting them.

Step 2: Configure Your Sync Between NetSuite and HubSpot 

Easily customize your sync with our UI. Select objects, specify sync directions, map fields, and choose which records to sync. Design workflows that match your business needs — with our experts ready to help whenever you need them (support is available in the top corner of the UI).

Let's dig into this more because the front end of our app is really where you make your integration your own.

Set your sync direction in whichever way you need:

• HubSpot to NetSuite (one-way)
• NetSuite to HubSpot (one-way)
• Bidirectionally (an automated bidirectional sync that keeps both systems perfectly aligned)

Edit field mappings with just a few clicks. Take a NetSuite Contact to HubSpot Contact sync, for example:

• Fields are automatically displayed in the dropdown
• Map HubSpot's "First Name" to NetSuite's "First Name."
• Connect "Phone Number" to "Main Phone"
• Link any custom fields you've created

If a field doesn't exist in HubSpot? No problem. SyncSmart auto-creates it for you — no back-and-forth field creation. There is no manual setup. Your data stays clean and organized.

Create filtering logic to ensure data quality in both systems. You have control here and can create your filters. For example, you can exclude test emails from syncing or only sync contacts from specific companies on a field mapping. Set it up in minutes with our visual filter builder.

Track changes with version history. Every modification you make is saved, so you can:

• See how your integration has evolved
• Track who made what changes and when
• Instantly revert to a previous version if needed
• Test new configurations without fear

Step 3: Launch Real-Time Data Sync Between NetSuite and HubSpot 

Activate your integration and watch as historical data flows seamlessly between systems, creating a single source of truth for all your teams without the need for weeks of manual work.

Hit the launch button, and your data starts moving immediately. Customer records, contacts, deals — everything begins syncing automatically. No CSV imports. No manual data entry. Just clean, accurate data appearing exactly where your teams need it.

Step 4: Test and Validate Your Integration 

Test and monitor your sync directly within the app. Our platform features comprehensive logs, allowing you to view what is syncing in real time.

Track records exactly when they sync:

• See which records were created, updated, or skipped
• Understand why certain records didn't sync
• Spot any errors before they become issues
• Receive instant alerts about optimization opportunities

Click on any log entry to see the full details. If something needs adjustment, submit a support ticket right away.

Step 5: Scale Your NetSuite HubSpot Integration 

Add more object mappings or increase sync capacity as your business grows. Our usage-based pricing adapts to your needs, ensuring you only pay for what you use while supporting your expansion.

Need to sync invoices next quarter? Custom objects next year? The process stays simple — same intuitive interface, same quick configuration, whether you're adding your second object or your twentieth.

Self-Service Integration Platform vs. Traditional Implementation 

Remember those 6-8 week implementations? No more. Here's what you get instead:

1. Complete control: Change mappings, add filters, or adjust workflows anytime without calling anyone
2. Instant visibility: See exactly what's syncing, what's not, and why
3. Zero coding: If you can use Gmail, you can set up this integration
4. Built-in support: Help is right there in the app when you need it
5. Future-proof flexibility with usage-based pricing: Add features as you grow without starting over 

Get Started with No-Code CRM to ERP Sync 

Stop waiting for others to set up your NetSuite HubSpot integration. With our self-service integration platform, you're in control from the start. 

See the setup process with a SyncSmart team member today.