Step 1: Connect Your NetSuite and HubSpot Systems
Connect both NetSuite and HubSpot through our onboarding wizard or with our implementations team. We will help you set up your deal mapping in just a brief Zoom call. Answer a few questions about your business process, and we'll apply recommended mappings and create any missing HubSpot properties. The entire connection takes about 15 minutes — no technical expertise needed.
Step 2: Configure Your Integration for Deal Syncing
This is where you customize the sync to match your exact business needs. The configuration process gives you complete control over what syncs, how it syncs, and which records are included.
Select Your Object Mappings: Choose which NetSuite transaction types sync to HubSpot deals. Each mapping maintains its unique properties while appearing unified in your HubSpot pipeline. You can start with one object type and add others as needed.
Choose Sync Direction: Set how data flows between systems:
- HubSpot → NetSuite
- NetSuite → HubSpot
- Bidirectional: Real-time updates in both directions (recommended for most teams)
Note: We recommend not only choosing transaction objects but also enabling bidirectional sync between NetSuite Line Items/Products and HubSpot Products/Line Items. This provides complete visibility into what customers are buying, enabling data-driven sales strategies, targeted upselling, and proactive outreach based on purchase patterns rather than just deal totals.
Map Your Fields: SyncSmart displays all available fields from both systems. Our default mappings cover standard fields, but you can create custom fields to match your needs. You can also:
- Map any field between systems with point-and-click simplicity
- Disable unnecessary fields to keep data clean
Our systems will also auto-create missing fields, which eliminates the back-and-forth creation of fields in both systems and keeps data clean.
Set Filters for Data Quality: Use the visual filter builder to control which records sync. You can:
- Exclude test data with email domain filters
- Sync only deals above certain values
- Filter by stage, subsidiary, or any custom field
- Combine conditions with AND/OR logic for precise control
Example: "Sync opportunities where Amount > $5,000 AND Stage = Qualified AND Email does not contain @test.com."
Step 3: Launch Your Deal Sync
Activate your integration. Historical data begins flowing immediately based on your criteria, creating a single source of truth for all your teams without weeks of manual work. Your existing NetSuite transactions appear as deals in HubSpot, complete with all mapped fields and associated data.
Step 4: Test and Monitor Your Deal Sync
The comprehensive logging SyncSmart dashboard, or logger, shows exactly what's happening with your data in real-time. This transparency helps you validate the sync and quickly address any issues.
What the Logger Shows You:
- Created: New records successfully synced between systems
- Updated: Existing records modified with latest changes
- Skipped: Records that didn't meet your filter criteria (working as designed)
- Error: Any sync issues with detailed explanations
Click any log entry to see field-by-field details. The logs also show which system initiated each update, helping you understand data flow patterns and troubleshoot effectively. You can also sign up to receive real-time alerts.
NetSuite HubSpot Integration Deal Sync Best Practices
Maximize the value of your deal sync with these proven strategies from successful implementations.
1. Enable Product Line Item Sync for Complete Deal Intelligence
Don't just sync deal totals — enable bidirectional sync between NetSuite Line Items/Products and HubSpot Products/Line Items. This feature lets you:
- See exactly which products are in each deal, with quantities and pricing
- Build workflows triggered by specific product purchases
- Track product performance across your entire pipeline
- Create targeted upsell campaigns in HubSpot based on actual purchase patterns
- Give reps visibility into what customers bought previously
When you notice that a customer typically orders 100 units quarterly but has only placed 50 units in their last order, you have a conversation starter that drives revenue.
2. Create NetSuite Transactions Without Leaving HubSpot
Here's functionality that really impacts daily operations: generate NetSuite quotes or sales orders directly from HubSpot deals. One click creates the transaction in NetSuite with all the correct data. No logging into NetSuite, no duplicate entry, no copy-paste errors.
Your sales team stays in HubSpot while creating real NetSuite records that finance can process immediately. This keeps sales velocity high while maintaining data accuracy across both systems.
3. Leverage Version History for Risk-Free Changes
Every configuration change is automatically saved with a complete version history. This powerful feature means you can:
- Test new field mappings without breaking existing syncs
- See who made changes and when they occurred
- Instantly revert to any previous configuration
- Compare versions to understand what changed
- Document your integration's evolution over time
Think of it as "undo" for your integration — experiment freely knowing you can always roll back.
4. Build Revenue Workflows with Deal Data
Because NetSuite transactions sync as HubSpot deals, you can create sophisticated automation:
- Trigger tasks when invoices age beyond payment terms
- Alert reps before quotes expire with full context
- Launch upsell campaigns based on specific product purchases
- Update deal stages based on NetSuite transaction status
- Route deals to specialists based on product combinations
The key is starting simple — build one workflow, test it, then expand.
5. Scale Your Integration as You Grow
You can grow with your business without requiring rebuilds, thanks to our usage-based pricing and support team always nearby. You can easily:
- Add new NetSuite transaction types anytime
- Map new custom fields as you create them
- Include additional teams or subsidiaries with filter updates
- Increase sync frequency during peak periods
- Expand to additional objects beyond deals
Start with your most critical use case (like opportunity sync), then layer in quotes, orders, and invoices as your team gets comfortable with the unified data.
See a Deal Sync in Action
Ready to see your NetSuite deals flowing into HubSpot? Schedule a demo and watch it happen live.