Proposal summary

This proposal summarizes the functionality for integrating Hubspot deals data with Netsuite. When a deal is created/updated in the closed won stage in Hubspot. We need to create a sales order in Netsuite for the corresponding deals.

Requirement 

To Integrate Hubspot with Netsuite. When creating a new deal or updating an existing deal in Hubspot we need to check the deal stage is “closed” won. If the deal stage is “closed won” we have to create sales orders in Netsuite with “pending fulfillment status”.

We have to also create customers in Netsuite. When the Hubspot customer does not exist on the Netsuite.

Our Solution

For creating/updating sales orders for Hubspot deals.

1. The integration will work based on a scheduled basis.
2. We will create a scheduled script in Netsuite for Integrating Hubspot Deals with Netsuite.
3. The script will work on a specific Time duration (every 2 hrs time span).
4. Get all deals from Hubspot with “closed won ”sales stage and created / last updated after the previous day of script execution. This data will be fetched from Hubspot using the API call.
5. We will create a sales order in the Netsuite with a “pending fulfillment” status. Also, store Hubspot “deal id” for restricting duplicate sales orders creation in Netsuite.
6. The order with the item line the same quantity and same amount which is displayed in the Hubspot deal.
7. Every time processing Hubspot API data we will check if the deal already exists on Netsuite using Hubspot “deal id”. 
8. If the deal id exists we have to verify the quantity and items in already created orders in Netsuite. 
9. If any mismatch occurs in the line items,item quantity, and the total price we will update those data in the already created sales order in NetSuite.
10. Before creating/ updating each sales order in Netsuite. We will check if the HubSpot customer is existing or not in Netsuite.
11. If it exists we will create an order for the customer else we will create a new customer in Netsuite then create a sales order for that customer.
12. Each Deal is associated with the company. That company is considered as a customer in Netsuite.

For changing deal stage in Hubspot

1. Change the sales stage to shipped in Hubspot. When all items are fulfilled in Netsuite.
2. We will use a user event script to identify the sales order status.
3. We will check created from sales order status when creating new shipments (item fulfillments) in Netsuite.
4. If the status is changed to pending billing/ billed status then we will move the sales stage to shipped.

Assumptions

1. We will not consider the historical data for integration.
2. The item map over Netsuite and Hubspot is done from the client-side.
3.  The item’s SKU in HubSpot is set as the external id of the corresponding Netsuite item.
4. 
5. The Hubspot item’s “object id” is needed to store in the Netsuite items record using a custom item field.
6. 
7. Only the inventory items are considering for sales order creation (Not consider the kit/package, group,discount for order creation)
8. We are not checking whether the items are back ordered.We will create a sales order in Netsuite with backorder items.
9. For customer data. We take associated companies as customers of the deal. We assume that only one company for one deal.
10. We will use “company id” for identifying the Hubspot customer in Netsuite.
11. For mapping with HubSpot customers and NetSuite customers the HubSpot ”company id” will be used.Hubspot company id  Must be set as the Netsuite Customer record’s external id.
12. 
13. This customer mapping over Netsuite and Hubspot is done by the client-side.

Questions

1. Kindly provide Netsuite and hubspot access for Implementation.
2. Have you confirmed the partial fulfillment scenario in Netsuite?