Prerequisites of NetSuite – HubSpot integration:
- A HubSpot account.
- A NetSuite account.
- “App Marketplace” permissions in your HubSpot account.
- “Administration” privileges in your NetSuite account.
HubSpot is a marketing , sales, and services software that allows you to store all your business development data like lead, contacts, deals, etc.
NetSuite- HubSpot integration is a 2 way configuration .You can turn on or turn off the sync as needed.
Integration Process:
Step 1: Enable NetSuite REST APIs
Setup > company > enable features
Under “Analytics” tab enable Suite Analytics Workbook
Under ”Suite Cloud“ tab , enable soap web services, REST web services, TBA, server suitescript
Step 2: Install pre packaged set of APIs
Customization > Suite Bundler > Search and Install bundles
search for “HubSpot sync Bundle“ and install it
Step 3: Allow selective access to your users
- List > Employee >Employees > search
- Select the user that need to have NetSuite- HubSpot integration access and click edit
- Go to access tab, in “role“ search for “HubSpot sync Role“. select it and click add and click save
Step 4: Locate NetSuite account ID, access token and secret
- Setup > Integration > click on soap web services preferences
- copy and save the account id
To setup “access token“ and its related secret, navigate as follows:
Setup > user/roles > access tokens >new
NetSuite will ask you the application for which you need to generate “access token “ and “secret“.
select “HubSpot sync“ as target application , your target role here will be “HubSpot sync role“.
Save the “Token id” and “Token “ to be used
Step 5: Install NetSuite on your HubSpot account
Login to your HubSpot instance, click on “Market place icon“ in the main navigation bar, then select “App marketplace“. search for “NetSuite“ , find related app and click install app.
Step 6: Connect to NetSuite
Provide NetSuite credentials in the dialogue box that appears and click on “connect to NetSuite by Oracle“ button
Step 7: Turn on sync between NetSuite and HubSpot
- Click on “Market place icon“ and under “manage “ select ‘connected apps’
- Click “NetSuite“ > setup your sync
- The “choose an object to sync page” will appear, you can specify the objects that you want to sync for HubSpot NetSuite integration such as companies contact, individual customers etc.
- Select the radios for the objects that you need to sync and click on Next.
Step 8: Turn off sync between NetSuite and HubSpot
- Go to “Main Navigation“ bar in HubSpot
- Choose marketplace – manage – connected apps
- click actions – turn off sync
- In confirmation dialogue , click “turn off sync“ as shown
- Whenever you want to turn the sync on again , just click edit sync, settings – turn on sync