Access your NetSuite account and confirm API credentials and integration record settings. Identify key operational workflows, transactional flows, and reporting requirements across sales, finance,...

Define object mappings between HubSpot Contacts, Companies, Deals, and Invoices and NetSuite Contacts, Companies, Opportunities, Sales Orders, and Invoices. Specify the rules for deal-to-order...

Set up the integration environments on our Integration Glue platform. Create a HubSpot private app for secure authentication. Connect to your HubSpot portal and NetSuite API using token-based...

Conduct internal QA testing of core operational and financial workflows, including deal progression and transactional record creation. Provide a guided UAT cycle for your team to test against real...

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HubSpot - Netsuite Integration

Seamlessly Connect Your HubSpot portal with NetSuite

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Every NetSuite environment is configured differently, and no two businesses use HubSpot in exactly the same way. That’s why off-the-shelf integrations, including the native HubSpot–NetSuite connector, rarely deliver what’s needed.

At H&D, we take a consulting-led approach. Our team works with you to understand your specific NetSuite configuration, financial processes, and the data flows that matter most to your business. We then design and build a tailored integration using our Integration Glue Framework, ensuring a clean, scalable, and reliable connection between HubSpot and NetSuite.

The result: your teams get access to the right data in the right place, without manual entry, duplication, or compromise.

Common Use Cases

Consolidating daily operations in HubSpot: move sales lifecycle management, quoting, and deal progression into HubSpot’s user-friendly workspace, while maintaining financial integrity in NetSuite.
Seamless two-way syncing: finance can continue handling billing and bookkeeping in NetSuite, while sales and delivery teams operate in HubSpot — with changes synchronised across both systems.
Streamlined lead-to-sale workflow: automatically create transactional records such as sales orders and invoices in NetSuite when deals close in HubSpot, enabling a smooth transition from lead generation to revenue recognition.
Enhanced user experience and reduced licensing costs: most users can work entirely in HubSpot without needing NetSuite access, improving adoption and reducing unnecessary ERP licence spend.

The result: your teams stay aligned across the full lead-to-cash lifecycle, with a single operational flow from sales activity through finance and billing, all without forcing everyone into NetSuite.

Typical Mapping

Below are common entity/object mappings between HubSpot and NetSuite.

Both NetSuite and HubSpot are highly configurable, so our first step is always to understand how your business operates, including automations, finance processes, reporting, and ERP dependencies. From there, our team recommends the best-fit mapping for your requirements.

Because we use a low-code custom framework, we can rapidly build and deploy tailored solutions. Unlike iPaaS tools with rigid structures or outdated API support, our approach gives you full flexibility: if it’s possible, we can deliver it.

Here are some examples of mappings we’ve implemented between HubSpot and NetSuite.

	HubSpot	NetSuite
Companies Companies	Companies	Companies
Contacts Contacts	Contacts	Contacts
Deal, Line Item (depending on business need) Deal, Line Item (depending on business need)	Deal, Line Item (depending on business need)	Quote, Invoice, Sales Order, Opportunity

Gotchas, Challenges & Limitations

API Concurrency Limits

NetSuite imposes strict concurrency limits on its API, which can significantly slow down processing. Large updates (e.g., 100,000+ records) can take considerable time to complete.

Limited Webhook Support

NetSuite offers limited webhook capability, making real-time syncing difficult. This often requires scheduled jobs to check for updates since the last run.

Inconsistent API Behaviour

NetSuite’s API can behave unpredictably:

addresses may only be created, not updated
vague or unhelpful error responses
inconsistent support across endpoints

Access Token Expiry

Access tokens can expire earlier than expected, causing unexpected failures if not proactively monitored.

Integration Options

Integrating HubSpot with ClickUp is not a one-size-fits-all exercise. Each business has unique processes, automation needs, and data flows. With years of experience delivering complex HubSpot and project management integrations, we know how to design solutions that work reliably at scale.

iPaaS & Automation Tools

iPaaS platforms and automation tools often look like the “quick fix.” In reality, they come with challenges:

Expensive: subscription costs add up quickly, especially when additional connectors or higher usage tiers are required.
Constrained: many iPaaS platforms cannot handle NetSuite’s multi-object relationships, transactional data structures, or complex financial workflows.
Outdated: limited or delayed support for newer NetSuite APIs and endpoints often prevents full coverage of required functionality.
Risky: builds can hit tool limitations mid-project, causing delays, scope pivots, or forcing manual workarounds to keep systems running.

We’re happy to support other platforms, but because they often introduce limitations or unexpected roadblocks, we can’t provide fixed-price quotes or guaranteed timelines. For this reason, we strongly recommend locking in your integration scope, timeline, and delivery date before starting other parts of your project.

If you do choose a different tool, our HubSpot integration experts can still support you on a consulting basis, with blocks of hours available to guide your team through implementation.

HubSpot Data Sync

Where NetSuite objects and fields are supported by HubSpot Data Sync (part of Data Hub), this is our recommended first option.

Data Sync provides a native, secure synchronisation layer with minimal configuration and ongoing maintenance handled directly by HubSpot, giving teams immediate visibility of key NetSuite data inside the CRM.

Because Data Sync is one-directional for NetSuite, it’s ideal for organisations that primarily need HubSpot users to access NetSuite information without requiring ERP access.

Where businesses need two-way data flow, transactional syncing, or process automation beyond what HubSpot supports natively, we can help extend HubSpot’s integration capabilities with additional configuration or custom development.

Custom Integration Development

Some integrations require more than standard mappings or out-of-the-box tools can provide. When your NetSuite environment involves financial data, multi-object relationships, conditional rules, or processes that must align tightly with HubSpot, we deliver a fully tailored custom integration built around your business workflows.

Our custom development approach allows us to design integrations that connect directly to your data structure, financial processes, compliance requirements, and reporting needs. This ensures a clean, scalable, and future-ready connection between HubSpot and the NetSuite products used across your organisation.

Integration Options Comparison

Aspect	iPaaS / Automation Tools	Avidly with Glue Custom Integration
Cost Cost	High recurring subscription fees	Ongoing hosting & support fees, but typically lower than iPaaS and with added benefits
Speed to Deliver Speed to Deliver	Slower – extra layers add complexity	Faster – streamlined, direct development
Flexibility Flexibility	Limited – often can’t handle complex integration requirements	Fully tailored to your business processes
Reliability Reliability	Risk of mid-build failures and pivots	Clean, predictable, and stable builds
Scalability Scalability	Constrained by platform limits	Designed to scale as your business grows
Support for HubSpot APIs/Objects Support for HubSpot APIs/Objects	Often outdated, missing new features	Always built on the latest APIs and objects
Long-Term Value Long-Term Value	Cost sire, ROI drops over time	Lower ongoing costs, plus wider Integration Glue benefits beyond hosting

Our Approach

What Makes Our Approach Different

Consulting-Led: we tailor every integration to your NetSuite instance and business needs.
Future-Proof: built on the latest HubSpot APIs and objects, unlike many packaged tools.
Delivered by Experts: all consulting, design, and development work is handled by H&D / Avidly’s experienced team.
Cost-Effective: faster to build and maintain than iPaaS solutions, with lower long-term costs.
Proven Framework: to accelerate development and maintain enterprise-grade reliability, our team builds on a structured internal framework that provides: best-practice SDLC processes, secure hosting, version control, monitoring and alerting and consistent development patterns.

This framework enables rapid setup, stable delivery, and simplified long-term maintenance, while still giving you a fully custom integration tailored to your system architecture and specific HubSpot requirements.

The result: a flexible, reliable integration built to last, delivered by experts who understand both HubSpot and NetSuite inside out.

Discover

Access your NetSuite account and confirm API credentials and integration record settings.
Identify key operational workflows, transactional flows, and reporting requirements across sales, finance, and fulfilment.
Review your HubSpot objects, lifecycle stages, and automation dependencies to determine where financial and transactional data needs to surface.

Design

Define object mappings between HubSpot Contacts, Companies, Deals, and Invoices and NetSuite Contacts, Companies, Opportunities, Sales Orders, and Invoices.
Specify the rules for deal-to-order creation, invoice syncing, payment status updates, and financial lifecycle syncing.
Establish sync frequency, match and merge rules, and any conditional business logic related to approval processes, fulfilment, or financial status.

Develop

Set up the integration environments on our Integration Glue platform.
Create a HubSpot private app for secure authentication.
Connect to your HubSpot portal and NetSuite API using token-based authentication.
Build out your sales order, invoice creation, update, and payment-status-sync logic.
Implement mapping, transformation, validation, and error-handling rules to address NetSuite API behaviour and concurrency limits.

Deliver

Conduct internal QA testing of core operational and financial workflows, including deal progression and transactional record creation.
Provide a guided UAT cycle for your team to test against real scenarios.
Launch the integration into production.
Post-launch monitoring using real production data, with alerts and logging through GCP and Sentry, and visibility through NetSuite access logs.

Hosting, Monitoring & Maintenance

GCP Logging: We use Google Cloud Platform (GCP) logging for standard monitoring and to track the integration’s overall health. This includes monitoring API activity, transactional record creation (e.g., sales orders and invoices), payment status updates, and scheduled sync behaviour.
Sentry: Sentry provides in-depth error logging and notifications for specific issues.
NetSuite Logs: NetSuite provides detailed access and usage logs for each integration token, which can assist with troubleshooting and visibility into API usage patterns. These logs are useful for diagnosing concurrency issues, token expiry, or unexpected API responses.
HubSpot Visibility: Framework errors are surfaced back into HubSpot through workflow actions or notifications, allowing teams to easily see when a sync has failed or requires review directly within the CRM.

All integration approaches, iPaaS, automation tools, and Integration Glue custom integrations, involve hosting costs. Integration Glue Custom Integration hosting typically starts from USD $99 per month. This can be tailored to your business needs (e.g. static IP addresses, custom network configurations) at an additional cost.

With Integration Glue Custom Integration Hosting, you’re covered for major HubSpot updates as well as generic security and framework improvements.

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However, changes to how the integration functions, such as new mappings, transformations, additional transactional flows, or adjustments to your HubSpot or NetSuite configuration, are not included in the hosting fee.

We’ve also seen with iPaaS and automation platforms that platform changes can cause delays, outages, or require configuration workarounds to keep systems running.

To avoid disruption, we recommend a maintenance contract with H&D, giving you:

Peace of mind: proactive monitoring and error detection
Less downtime: quick response to issues before they escalate
Future-ready integrations: small changes applied as your HubSpot or NetSuite setup evolves
Continuous improvement: enhancements that keep your integration running smoothly and optimally

FAQs

How do we get started with an integration?

Getting started begins with a short discovery conversation where we learn about your systems, what data needs to flow between them, and the business outcomes you want to achieve.

From there, we confirm the scope, validate technical requirements (e.g. access, APIs, data structures), and recommend the best approach, whether that’s HubSpot Data Sync, custom integration development, or supporting your existing iPaaS platform.

Once aligned, we provide a clear plan, timeline, and the next steps to begin the project.

What are the steps involved?

Our integration process follows a simple and predictable structure:

1. Discover
We review your systems, confirm data flows, and understand how your team uses each platform.

2. Design
We document the mapping, rules, logic, transformations, and sync direction required to connect both systems.

3. Develop
We configure environments, set up authentication, build the integration logic, and prepare everything for testing.

4. Deliver
We test internally, support you through user acceptance testing, deploy to production, and monitor the first live sync.

This structured approach ensures accuracy, reliability, and consistency across every integration we deliver.

Where does a partner support us?

As your integration partner, we support you throughout the entire project — strategically and technically.

This includes:

advising on the best integration approach
designing the data mapping and logic
handling authentication, configuration, and setup
building, testing, and deploying the integration
assisting with reporting or workflow alignment inside HubSpot
providing post-launch monitoring, optimisation, and optional ongoing maintenance

Whether you’re using HubSpot Data Sync, a custom integration, or an iPaaS platform, we act as your end-to-end support partner to ensure the integration works the way your business needs it to.

Is my data secure when using this integration?

Yes. Our integrations process data transiently, encrypt traffic end-to-end, and follow OWASP and ISO-aligned security practices. We do not store customer data by default, and access is tightly controlled through least-privilege IAM and secure secret management.

Learn more in our full security overview

What software development security practices do you follow

We follow ISO/IEC 27001 and 27002–aligned secure development practices across all custom software and CMS deployments. This includes SSO-protected source control, code reviews, CI/CD security checks, vulnerability scanning, least-privilege access, and transient in-memory data handling with no persistent customer data stored by default.

You can read our full Software Development Security Practices documentation