dreamsight.ai

NetSuite and HubSpot integration quickstart

Customers, contacts and products synced. Closed-won deals create NetSuite sales orders, and invoice and payment status sync back to HubSpot.

Book a free consultation

Free consultation to scope your project

A single source of truth for customers, orders and payments

HubSpot manages your pipeline. NetSuite manages orders, invoicing and collections. HubSpot's own NetSuite app syncs contacts, companies and deals. This quickstart covers what happens after a deal closes, so sales sees invoice and payment status without asking accounting.

Five syncs between NetSuite and HubSpot

Both systems

Companies and contacts

HubSpot companies and contacts stay matched to NetSuite customers and contacts.

NetSuite to HubSpot

Products

NetSuite items and prices create HubSpot products for deal line items.

HubSpot to NetSuite

Closed-won deals

A closed-won deal creates the NetSuite sales order with its line items, pricing and customer.

NetSuite to HubSpot

Invoices and payments

Invoice status, payments and open balance show on the HubSpot company and deal.

Both systems

Weekly reconciliation

A weekly report compares closed-won deals to NetSuite sales orders and lists any exceptions.

Pricing and add-ons

Included in the base price

  • One HubSpot portal
  • One NetSuite subsidiary and currency
  • One deal pipeline
  • Standard HubSpot objects (companies, contacts, deals, products)

HubSpot and integration platform licenses are not included and are billed by the vendor. A direct integration has no license fee.

Add-ons (fixed price)

HubSpot quotes with NetSuite pricing $2,950
Each custom object $1,950
Each additional pipeline $950
Historical backfill of deals and orders $1,950

One week project plan

  1. 1

    Free consultation

    We review your requirements and confirm the scope and price.

  2. 2

    Access and field mapping

    You provide access. I document every field mapping for your approval.

  3. 3

    Build and test

    I build and test each sync in your sandbox, then in production.

  4. 4

    Review

    We review the integration together and I make any changes that week.

  5. 5

    Go-live

    Go-live on your schedule, with 30 days of post-launch support.

What you provide

  • NetSuite administrator access
  • HubSpot super admin access
  • NetSuite sandbox, if available
  • Integration platform license, if required
  • A project contact to approve the field mapping

Performance guarantee

If the integration doesn't work as scoped, you receive a partial or full refund.

US Based Integration Architect

I'm a certified solution, system, integration and data architect, and I have built ERP and warehouse systems since the 1990s. I do the work myself, and you work directly with me.

FAQ

Is the price fixed? +

Yes. If your requirements are outside the base scope, add-on pricing is confirmed during the free consultation, before the project starts.

Isn't HubSpot's NetSuite app enough? +

It syncs contacts, companies and deals. If you also need sales orders, products, invoices and payments, this quickstart adds them on HubSpot's app, Celigo or a direct integration.

What happens after go-live? +

30 days of post-launch support is included. Managed services are available after that.

Who does the work? +

I do.

Schedule a free consultation

We'll review your requirements and confirm the scope, price and integration platform.